New
Introducing PortfolioIQ Essentials
Collect data,
while you sleep
Get portfolio data on time, audit-ready, and hassle-free. Without the endless back-and-forth.
No credit card
30 day free trial
Trusted by
BENEFITS
Seamless Data Collection
Automated Data Requests
Create fully-customizable data requests
Schedule monthly, quarterly, yearly or one-offs
Provide clean founder-friendly portals for PortCos to add data
Centralized Tracking
Track status of every request on a central dashboard
Send automated reminders and nudges, to improve fill rates
View source and Audit trails for every metric and document
Portfolio Analytics
Company-level and portfolio-level dashboards
Create derived metrics with custom formulas
Benchmark metrics across companies
ESSENTIALS PLAN
For VCs looking to automate portfolio data collection
Essentials
New Launch
Ridiculously Easy way to automate and centralize your portfolio data collection
$99
/ PortCo / Year
Automated, Founder-friendly data requests
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
Unlimited access for first 30 days.
$500/ year worth of free usage, thereafter.
Enterprise
Bloomberg Terminal for in-depth tracking & analytics across every data point & document
Custom Pricing
Automated, Founder-friendly data requests
Single source of truth for portfolio data and docs
PortCo performance tracking and analytics
100% accurate data extraction from documents
Excel Plug-in, APIs, Custom Integrations