PortfolioIQ automates data extraction from Documents(Board Decks, Financial statements), Data requests (Forms, Emails) and Models(Forecasts, Valuations) – with 100% accuracy.

The Result: Teams can spend time analyzing data rather than organizing it

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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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