Fully configurable portfolio management, ESG, & impact software for investors who want a flexible system to streamline data collection, improve reporting quality, and meet ever-evolving stakeholder demands
Portfolio management
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
Automated data collection
PortF’s two-sided platform streamlines data collection with automated chasing at 7, 3, and 1 days before deadline. Portfolio companies input data from their side, while outstanding responses are flagged for attention
Analytics & reporting
Transform your reporting concepts into reality, effortlessly. Access all available data to craft comprehensive and innovative reports, with adaptive dashboards customised to your needs in just 2-clicks
CUSTOMISED DASHBOARDS
Streamline portfolio reporting
Transform your reporting concepts into reality effortlessly. Access all available data on the platform to craft comprehensive and innovative reports.
AI-POWERED
Leverage technology for increased productivity
Uncover actionable insights that drive your decisions, validate strategies, and refine portfolio management using data-driven analysis.
BUILT FOR PRIVATE CAPITAL
Portfolio management with sustainability at its core
Access IRR & ESG / Impact metrics side-by-side, enabling you and your portfolio companies to better understand their business’s impact, risks, and opportunities on environmental, social and governance issues.
