Major release
Your portfolio data in PortfolioIQ is verified, standardized and structured. Give Claude secure access to it and see the magic it can do!
Graph an ARR trend over eight quarters. Compare burn rates across your Series B+ cohort. Build a valuation model. Claude does it using the same data your fund already relies on.
How is this an improvement over just giving claude raw documents / spreadsheets?
Limited context: Claude context window isn’t large enough for 1000s of documents. PortfolioIQ has every metric already strucutured in a database.
Standardization: Numbers need work to make sense. Metrics are called different things, defined differently and reported over different time periods. All of that post processing is already done in PortfolioIQ.
Verification: Numbers have many versions - restatements, reforecasts, versioning errors. PortfolioIQ already has verified, accurate numbers ready to use.
Get amazing portfolio analysis with PortfolioIQ Claude Connector!
