PortfolioIQ

PortfolioIQ

Synaptic
+
+

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About

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

About

Row Zero is the best spreadsheet for big data. Row Zero matches the experience of traditional spreadsheets but can handle 1+ billion rows, process data much faster, and connect live to your data warehouse and other data sources. Row Zero spreadsheets are powerful enough to pull entire database tables into a spreadsheet, letting non-technical users build live pivot tables, graphs, models, and metrics on data from your data warehouse. Row Zero also offers advanced security features and is cloud-based, empowering organizations to eliminate ungoverned CSV exports and locally stored spreadsheets from their org. With Row Zero, you can easily open, edit, and share multi-GB files (CSV, parquet, txt, etc.) Row Zero has all of the spreadsheet features you know and love, but was built for big data. If you know how to use Excel or Google Sheets, you can get started with ease.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Private Investors, Venture Capital, Growth Equity, Private Equity

Audience

Spreadsheet users who work with big datasets, want to connect their spreadsheets to a data warehouse, or want a secure cloud-based spreadsheet.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$8/month/user
Row Zero is free for basic features. Premium plans start at $8 per user per month.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 1.0 / 5
ease 4.0 / 5
features 2.0 / 5
design 4.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • - good price comparing to competitors - can create your own scripts - design similar to excel - ability to create sheets within workbooks

Cons

  • - no ability to save file manually, you have to wait and pray it won't disconnect - "out of memory" when copying significant amount of data, or doing some bigger operations, and it restarts your file from the last save - workbooks constantly losing connection, especially when working with bigger files - shame for a big data product - you can upload csv files, but in practice they have to be smaller - bigger files will cause connection lost when importing - lacks some of excel features that are crucial - filtering works as bad as you imagine - when you delete or cut cells you filtered, those hidden will be affected too

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Synaptic
Founded: 2006
India
portfolioiq.ai/

Company Information

Row Zero
Founded: 2021
United States
rowzero.io

Alternatives

Alternatives

Microsoft Excel

Microsoft Excel

Microsoft
Optimizer

Optimizer

Synertree CMS
CSV Editor Pro

CSV Editor Pro

Gammadyne Corporation
DPMX

DPMX

Syncopation
FIN Reporter

FIN Reporter

FI Navigator

Categories

Categories

Big Data Features

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Integrations

Amazon Redshift
Amazon S3
Databricks
PostgreSQL
Python
SQL Server
Snowflake

Integrations

Amazon Redshift
Amazon S3
Databricks
PostgreSQL
Python
SQL Server
Snowflake
Claim PortfolioIQ and update features and information
Claim PortfolioIQ and update features and information
Claim Row Zero and update features and information
Claim Row Zero and update features and information