Audience

Private Investors, Venture Capital, Growth Equity, Private Equity

About PortfolioIQ

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

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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

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Company Information

Synaptic
Founded: 2006
India
portfolioiq.ai/

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

PortfolioIQ Frequently Asked Questions

Q: What kinds of users and organization types does PortfolioIQ work with?
Q: What languages does PortfolioIQ support in their product?
Q: What kind of support options does PortfolioIQ offer?
Q: What type of training does PortfolioIQ provide?
Q: Does PortfolioIQ offer a free trial?

PortfolioIQ Product Features

Financial Reporting

Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
Multi-Department / Project
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
General Ledger