infoFluency’s Portfolio Intelligence process enables investors to analyze multi-level portfolio data, monitor current and prospective investments, report to key stakeholders, and make superior decisions.
See all your portfolio and pipeline data in one place to inform strategic and competitive decisions.
Our Portfolio Intelligence process enables venture capital firms and consultants, fund of funds, and single family offices to track multi-level portfolios. Clients can see on-demand dashboards with insights at every level of the portfolio hierarchy, as well as across the portfolio by various exposure attributes such as geography, industry, and stage of investment. The process structures, organizes, and stores data from investment reports and transforms it into meaningful analytics.
We’ve helped our clients apply insights to a range of investments with the ability to see and analyze all of their data with our Portfolio Intelligence process.
Our process is automated, proven, and applicable to all types of multi-tiered investing models. Data validation is built into every step of the well-developed Portfolio Intelligence process.
This lets us tailor your analytics to your multi-level portfolio.
We collect quarterly data from your investment financial statements and transform it into a usable, visual dashboard.
Slice and dice your data as needed in order to see what matters most.