PortfolioIQ Description
PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy.
The result: Teams can spend more time analyzing data than organizing it.
Effective collection, no overhead
PortCos offers automated data requests.
No duplication of work when you use Docs and Forms to get metrics
Dashboard to track requests status and data gaps
Zero manual work
No more copying and pasting from Docs into spreadsheets
100% accurate data extraction, no checks required
Alerts sent automatically when key metrics change
Track everything that Matters
PortCo metrics can be captured.
Track actuals and estimates
Audit trails for tracking metric history and re-statements
Create insights, not spreadsheets
Standardization across metric names, time periods etc.
Create Derived Metrics across your Portfolio
Benchmarking effectively with time-shifts
Pricing
Integrations
Company Details
Media
Product Details
PortfolioIQ Features and Options
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