Your Entire Fund.
In One Accurate View.

PortfolioIQ unifies every data point, from portfolio KPIs to cap tables to valuation models, into a single source of truth that powers confident decision-making.

Request a demo

See a short video

Your Entire Fund.
In One Accurate View.

PortfolioIQ unifies every data point, from portfolio KPIs to cap tables to valuation models, into a single source of truth that powers confident decision-making.

Request a demo

See a short video

A black female model
A black female model

Leading funds are saving 500+ hours per year

8B+ AUM multi-strategy fund

25B+ AUM multi-stage VC

15B+ AUM multi-stage VC

  • 25B+ AUM multi-stage VC

  • 15B+ AUM multi-stage VC

  • 8B+ AUM multi-strategy fund

Leading funds are saving 500+ hours per year

How it works

Scattered portfolio data to powerful insights

Scattered portfolio data to powerful insights

Centralized Collection

Automate information requests and upload your documents directly.

AI extraction, Human verified

Our proprietary AI extracts data with 100% accuracy, verified by financial analysts

Reporting & Insights

Single view across the fund to power automated reporting, benchmarking, and analytics

Benefits

Fund-level oversight,
Company-level insight

Fund-level oversight,
Company-level insight

Company Intelligence Hub

See the full picture for every company

See the full picture
for every company

Investment performance, ownership, valuation history, documents, and notes, all brought together in one view.

Investment performance, ownership, valuation history, documents, and notes, all brought together in one view.

Data Collection

Collect data without the back & forth

Collect PortCo data
on your cadence

Create structured data requests in minutes and send them on your cadence, with automated follow-ups and tracking.

Create structured data requests in minutes and send them on your cadence, with automated follow-ups and tracking.

Data Extraction

Extract data accurately from any document

Get portfolio-ready data from any document

Data from emails, decks, PDFs, and spreadsheets, automatically extracted and standardized for decision-making.

Data from emails, decks, PDFs, and spreadsheets, automatically extracted and standardized for analysis.

Qualitative Insights

See the story behind the numbers

See the story
behind the numbers

See key themes and summaries from your documents, link commentary to reported data, and spot what changed.

See key themes and summaries from your documents, link commentary to reported data, and spot what changed.

Analytics & Reporting

Generate reports automatically

Generate your
reports automatically

Set up templates for company-level or fund-level reports and see them populate automatically every quarter.

Set up templates for company-level or fund-level reports and have them automatically every quarter.

Data flow

Level up your portfolio data, without disrupting your processes

Level up your portfolio data, without disrupting your processes

Customer Stories

Customer Stories

Don't just take our word for it. Hear from our customers.

Don't just take our word for it. Hear from our customers.

Don't just take our word for it. Hear from our customers.

95%

lower TAT on portfolio analyses

lower TAT on portfolio analyses

$5B+ AUM

VC Fund

"All our PortCo data comes through the PortfolioIQ extraction and it’s not just accurate, it also captures nuances like change in reporting periods really well …my TAT on portfolio analysis has moved from days to minutes."

Head of Ops

Customer since 2024

10+

hours saved every week

hours saved every week

$10B+ AUM

Growth Equity Fund

"All our board decks are ingested through PortfolioIQ. We benchmark metrics across PortCos as well as inbound deals using the database - it enables us to decision faster and with more powerful data."

Investor

Customer since 2023

5+

5+

sessions per day

sessions per day

$10B+ AUM

Secondaries Manager

"PortfolioIQ has become like our internal Pitchbook, with all the data from our investments, our ongoing opportunities and evaluations, in one place. I use it multiple times, every single day."

Head of Data

Customer since 2024

Ask AI about us

Start a chat about PortfolioIQ with your favourite AI model

Ask Claude

Ask Claude

Ask Claude

Ask ChatGPT

Ask ChatGPT

Ask ChatGPT

Ask Perplexity

Ask Perplexity

Ask Perplexity

Ask Gemini

Ask Gemini

Ask Gemini

Enterprise

Enterprise

Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.
Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.

Talk to sales

Enterprise

Scale securely.
PortfolioIQ is audited and certified by industry-leading third party standards.

Talk to sales

  • Hyper-Automation • AI-Powered • Single Source of Truth • Founder Friendly • 100% Accuracy • Enterprise-tier Security • Hyper-Automation • AI-Powered • Single Source of Truth • Founder Friendly • 100% Accuracy • Enterprise-tier Security •