Rohit from tells us about PortfolioIQ - a tool that effortlessly consolidates reports from different portfolio companies. You will get a bespoke onboarding and afterwards reliable consolidation.

A human-in-the-loop makes sure that quality is reliably high. Even, if definitions are changing in the portfolio company reporting. While many other solutions are only affordable for larger PEs this solution can even fit VC budgets.

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Highlights by the vendor

Effective collection, no overhead

• Setup 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 names, time periods etc.
• Create Derived metrics across your Portfolio
• Benchmark effectively with time-shifts

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