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Solutions

Markets

Why PortF

Resources

Company

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Experience AI-powered portfolio management

User-friendly, scaleable software for alternative assets

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The next-gen portfolio management platform that brings siloed data under one roof

Unify data from fund commitments, secondaries, co-investments, directs, and more to turn scattered PDFs, Excel files, databases and other sources into a complete view of private capital performance and exposure

See For Yourself

Since adopting the PortF platform, we've saved over 40 hours in each reporting cycle, cutting data collection time by 75%

- Civtech

AI-powered due diligence & data extraction

• Automatically extract qualitative and quantitative data with AI • Process emails, websites, and documents intelligently • Free your team from the data-entry grind

AI-powered due diligence & data extraction

• Automatically extract qualitative and quantitative data with AI • Process emails, websites, and documents intelligently • Free your team from the data-entry grind

AI-powered due diligence & data extraction

• Automatically extract qualitative and quantitative data with AI • Process emails, websites, and documents intelligently • Free your team from the data-entry grind

AI-powered due diligence & data extraction

• Automatically extract qualitative and quantitative data with AI • Process emails, websites, and documents intelligently • Free your team from the data-entry grind

Unified ESG & financial data platform

• Unite financial and sustainability data for complete portfolio visibility • AI-assisted data collection, cleansing, and aggregation • Two-sided platform with smart automated follow-ups for portfolio reporting

Unified ESG & financial data platform

Comprehensive analytics & impact reporting

• Real-time portfolio analytics combining IRR, ESG, and impact metrics side-by-side • Make data-driven decisions with benchmarking and performance tracking • Transform unstructured data into actionable investment insights

Comprehensive analytics & impact reporting

PortF powers next-generation portfolio management, ESG reporting, and impact tools for investors, fund managers, and companies.

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PortF powers next-generation portfolio management, ESG reporting, and impact tools for investors, fund managers, and companies.

Get started now

Leading investors are using PortF to bring all their data into one place

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.

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