PortF Portfolio Monitoring Delivers AI-Powered Analytics for Investment Teams
Experience next-gen portfolio monitoring software with automated data collection, real-time analytics, and AI-driven reporting for investors in private and public markets
Since adopting PortF as our portfolio monitoring platform, we've saved over 40 hours in each reporting cycle, cutting data collection time by 75%
- Civtech
AI-powered portfolio intelligence
Automatically extract and interpret qualitative and quantitative data from documents, emails and other sources. PortF turns fragmented portfolio information into actionable intelligence, reducing manual data work and surfacing the insights that matter.
Connected portfolio data
Bring financial, operational and other portfolio data together in one connected view. PortF integrates with your existing systems and trusted data sources, creating a consistent foundation for monitoring, analysis and reporting.
Portfolio Monitoring Built for Private Credit
PortF gives private credit teams a connected, transparent view of loans, performance and risk. Flexible loan calculations, automated covenant monitoring, AI-powered data extraction and revision tracking help teams monitor complex portfolios with greater speed, control and confidence.
Flexible loan calculations
Model complex structures including cash, PIK, amortisation and bespoke terms — without relying on a black box.
Covenant monitoring
Track compliance, collect supporting data and surface potential breaches or non-compliance with automated alerts.
Our suite of AI-powered tools link effortlessly and securely to multiple data sources, including MS Excel, MS OneDrive, MS SharePoint, MS Single Sign-On (SSO), Salesforce, FIS Global, Xero, QuickBooks, Sage, NetSuite, and many more.
