Bridge the gap in financial and
sustainability portfolio data

Manage, track and convert your data into actionable insights: portfolio, impact, ESG — all-in-one

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Make your data transparent for your business

CUSTOMIZING

Your dashboard, your design: fully adaptive report in two clicks

Easily create a dashboard that meets your needs and customise the data as you wish. Have all your financial and sustainability information in one place.

⬥ Real-time data editing

⬥ Condition-based alerts: automatically notify on KPI data status changes

⬥ Survey-to-KPI linking / portfolio benchmarking

ANALYSING & CLAIM

Data-driven insights: guiding strategies and actionable steps with AI

Uncover actionable insights that drive your decisions, validate strategies, and refine portfolio management using data-driven analysis.

⬥ KPI comparative analysis: compare both financial and non-financial data

⬥ Portfolio slice & dice analytics

⬥ Carbon emissions & ESG insights

REPORTING & EXPORTING

Streamline portfolio reporting

Transform your reporting concepts into reality effortlessly. Access all available data on the platform to craft comprehensive and innovative reports.

⬥ Multiple users collaboration

⬥ One-pager reporting with drag and drop interface

⬥ Automated PowerPoint Presentations for your entire portfolio

Financial and sustainability data made simple

For investors

Effectively manage, track, and transform your portfolio, Impact, and ESG data into actionable insights.

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For companies

Take control of your company data. Centralise your data and optimise the scaling of your investor relations.

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Seamless integration from trusted data sources: days, not months

Microsoft OneDrive, MS SharePoint, MS Single Sign-On (SSO), Salesforce, FIS Global, Excel, Xero, QuickBooks, Sage, NetSuite, and 19 more accounting software

Don't just take our word for it..

PortF is a future-proof flexible solution that can adapt to our needs and grow with us.

PortF’s analytics displaying IRR and ESG/Impact metrics is the holy grail for the industry.

The team's support and timely deliveries have been excellent for us and our portfolio companies.

Take full control of your portfolio with sustainability at its core