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Fund View: Cleanest way to dig into a fund

Fund View: Cleanest way to dig into a fund

Fund View: Cleanest way to dig into a fund

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Answering "how’s the fund doing?" shouldn't require stitching together info and hours of work. PortfolioIQ’s Fund View gives you a definitive picture.

The underlying: See exactly who you've backed alongside their current stage, sector, and return metrics in one unified view.

Fund-level aggregation: Automatic roll ups for total deployment, aggregate value, and blended returns across the fund (all edge cases treated appropriately)

Always live: Your metrics update automatically as new marks are entered.

One-click Excel export: Need to run offline models or build LP decks? Hit the export button to instantly pull this clean, pre-formatted dashboard straight into Excel.

Ready to Transform Your Portfolio Operations?

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