Portfolio data lives in too many places - iLevel, Carta, Airtable, Google Sheets, Box, that one partner’s inbox.

We’ve brought everything into a true single view.

PortfolioIQ integrates, extracts and collects every single data point you have on your portfolio companies - automatically.

One page to answer all your questions on a company:

Investment Performance

How’s my investment in this company doing?
Valuation history, returns, and how the story has moved since you first wrote the cheque.

Company Performance

How is the business doing?
Track top line, bottom line, retention or any other business metric that gives you insight into the business.

Notes & Attributes

What are the next steps?
Everything your firm tracks internally, the context that lives in someone's memory or a side spreadsheet - now connected to the rest. No silos.

One page, so you can be ‘on the same page’.