PortfolioIQSynaptic
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Related Products
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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
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About
Reimagine performance reporting with continuous insights, real-time planning, and collaboration capabilities at your fingertips. Provide a single source of truth to decision-makers about the most important business metrics in real-time. SAP Digital Boardroom tells the story behind data while transforming board meetings into immersive and customized experiences. Make smart decisions in needed moments by accessing and interacting with your most important data, integrated across a single source of truth. Create meaning behind your KPIs by connecting experiential and operational data, visualizing performance metrics, and leveraging smart insights. Drive change through collaboration and boost productivity by accessing and sharing your resources in real-time. Lead meetings with more confidence with a unique user experience that supports real-time insights for better outcomes. Support collaborative decision-making with interactive data visualizations and responsive layouts.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Private Investors, Venture Capital, Growth Equity, Private Equity
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Audience
Organizations requiring a solution to improve performance reporting through insights, real-time planning, and collaboration features
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
€4,000 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSynaptic
Founded: 2006
India
portfolioiq.ai/
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Company InformationSAP
Germany
www.sap.com/products/board-room.html
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Categories |
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Integrations
SAP Cloud Platform
SAP Joule
SAP Store
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