PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy.
The Portfolio Data Terminal that
Finance Teams
Investment Teams
Finance Teams
Data Teams
use for
Reporting
Benchmarking
Valuations
Querying
See how leading funds are saving 500+ hours per month
how it works
Scattered portfolio data to structured insights
Centralized Collection
Automate collection requests or upload your documents directly.
100% accurate extraction
Our proprietary AI extracts data with 100% accuracy, verified by financial analysts
Standardized data & insights
Single source of truth with powerful analytics and benchmarking
BENEFITS
Spend time Analyzing data, not Organizing it
Effective collection, no overhead
Set up automated data requests from PortCos
Get metrics from Docs and Forms, zero duplication
Dashboard to track request status and data gaps
Zero manual work
No more copy-pasting from Docs to spreadsheets
100% accurate data extraction, no checks required
Automated alerts when key metrics change
Track everything that matters
Capture any and every PortCo metric
Track Actuals as well as Estimates
Audit trails to track re-statements and metric history
Generate insights, not spreadsheets
Standardization across metric name, time periods etc.
Create Derived metrics across your Portfolio
Benchmark effectively with time-shifts
INTEGRATIONS
Enhance portfolio data, without disrupting processes
Upload Files
PortCo Data Requests
CRM Integrations
PortfolioIQ UI
Create table Customer
(
CustomerID int key identity,
CustAltID varchar(10) null,
)
go
Warehouse/APIs
Excel Plug-in
95%
lower TAT on portfolio analyses
"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
$5B+ AUM VC
5+
lower TAT on portfolio analyses
"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
$10B+ AUM Secondaries Manager