The Future of Portfolio Monitoring
The Future of Portfolio Monitoring
The Future of Portfolio Monitoring
Award-winning AI-powered technology from PortF.
Trusted By Leading Firms
Trusted By Leading Firms
The Challenge
Digital technologies are driving a seismic shift in businesses across the globe. Fragmented data creates a barrier to actionable insights and strategic decision-making, demanding a new approach to how we collect, integrate, and analyse information.
The Technology
Using AI, we are transforming how investors manage portfolios by bridging the gap between financial and sustainability data. Our platform seamlessly integrates data from multiple sources, empowering users to make informed, impact-driven decisions and unlocking long-term value for investors and their portfolio companies.
The People
We’re on a mission to revolutionise portfolio management, making it smarter, simpler, and more intuitive for every investor. By blending cutting-edge technology with deep financial expertise, we’re creating a solution that empowers our customers to manage their data with confidence. The future of investing is here, and we’re excited to lead the way.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
CHIEF EXECUTIVE OFFICER
Alex Lu
Alex brings nearly 20 years of experience in the finance industry, spanning trading, venture capital, and portfolio management. Before founding PortF, she spent six years as an Investment Director at West Coast Capital, following earlier roles as a Portfolio Manager at J.P. Morgan and a Fixed Income Trader at Barclays. With a background in Engineering and Mathematics—complemented by further studies in Data Science and Finance—Alex combines deep technical expertise with sharp financial insight.
CHIEF TECHNOLOGY OFFICER
Tom Whale
As co-founder, Tom brings deep experience building and scaling software systems across a range of industries. Prior to PortF, he was Head of Engineering at a FTSE 250 company, where he played a key role in developing standout products from concept to platforms serving millions. Tom is passionate about creating value at the intersection of product and technology, with a strong track record of leading teams and delivering impact.
MARKETING & PR
Liz Davenport
Liz brings over 12 years of experience working with private markets investors, professional services firms, and technology partners. She specialises in strategic communications and organisational change, supporting fast-growing businesses as they scale. At PortF, Liz advises the leadership team on marketing and growth strategy, leveraging her deep understanding of the private markets landscape. MCIPD qualified with an MSc in Organisational Psychology, she blends commercial insight with people-first thinking.
AI & DATA SCIENCE
Gerardo Lemus
Gerardo is a leading expert in AI and data science, with over 20 years of experience in data-driven roles across asset management, hedge funds, and financial technology. Gerardo holds a PhD in Electrical Engineering and Computer Science from MIT and has co-founded two blockchain ventures and a financial services firm. He specialises in applying advanced numerical methods and AI to solve high-value problems in finance, bringing a rare blend of technical depth and market insight to PortF.
Meet the team innovating private markets technology
Built by Former Investors and AI Experts
Built by Former Investors and AI Experts
Built by Former Investors and AI Experts
Built by Former Investors and AI Experts
Backed by World-Class Investors
Backed by World-Class Investors
Backed by World-Class Investors
PortF & Investran? Best integration in 20+ years of my career. It works seamlessly.
Head of Investment Operations, Global Private Capital Fund
Head of Investment Operations, Global Private Capital Fund
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