Cap tables should be where your portfolio data is.

Upload a PDF or XLSX file at the company level and PortfolioIQ does the heavy lifting - extracting shareholders, securities, and share counts automatically. Here's what happens next:

Review and validate before saving: PortfolioIQ captures common stock equivalents, so the numbers are ready for ownership calculations straight out of the box. Review the extracted table, resolve any flagged cells, and confirm accuracy before anything is saved.

Map to existing entities: Match extracted shareholders to your funds, GPs, and companies. Map securities to existing security models.

Ownership that flows through the platform: Fully diluted ownership appears automatically on the company Overview and Valuation tabs, broken down by shareholder or share class.