PortfolioIQ is a data terminal designed for private investors, automating the extraction of critical information from various sources including board decks, financial statements, forms, emails, and forecast models. It aims to eliminate manual data organization, saving leading funds over 500 hours annually. The platform centralizes data collection through automated requests or direct document uploads. Its proprietary AI, verified by financial analysts, ensures 100% accurate data extraction, providing a standardized single source of truth with powerful benchmarking and analytics. Key benefits include spending more time on analysis rather than data organization, effective collection with zero overhead, and automated alerts for metric changes. PortfolioIQ captures any PortCo metric, tracks actuals and estimates, and maintains audit trails for re-statements and metric history. It generates insights rather than spreadsheets by standardizing metrics, enabling derived metrics across portfolios, and effective benchmarking with time-shifts. The platform integrates seamlessly into existing processes, offering a lower turnaround time for portfolio analyses, from days to minutes. Customers use it to benchmark metrics, make faster decisions with data, and manage all investment data in one place, akin to an internal Pitchbook.

Features & Benefits

• Automated Data Extraction: Extracts data from documents, forms, emails, and models with 100% accuracy.
• Centralized Data Collection: Automates collection requests or allows direct document uploads.
• AI-Powered, Human Verified: Proprietary AI extracts data, verified by financial analysts for accuracy.
• Standardized Insights & Analytics: Provides a single source of truth with standardized metrics, benchmarking, and analytics.
• Efficiency & Time Savings: Saves over 500 hours per year by eliminating manual data entry and checks.
• Comprehensive Tracking: Captures any PortCo metric, tracks actuals and estimates, and maintains audit trails.