Investment Firms

Portfolio Intelligence

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.

Investment Firms

Portfolio Intelligence

Fund of funds, single family offices, venture capital firms, and venture capital consultancies need a solution to track complex metrics in order to monitor current and prospective investments, report to stakeholders, and make decisions.

On demand answers

Specific investment details

Multi-level portfolio analysis

Prospective investment comparisons

Stakeholder reporting

Look-through reporting

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.

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Knowledgeable Partner

We have years of experience in portfolio look-through reporting and analytics and understand the structure and complexities of investment portfolios.

On Demand Metrics

Create efficiency with real time access to meaningful analytics at every level of the multi-tiered portfolio, fueled by the capture and transformation of investment report data.

Accurate Analytics

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.

Consolidated Data

Use our process for organizing and storing portfolio data from varied sources to bring efficiency to reporting and perform strategic risk and return analysis.

The Process

Number 1

Determine Scale

This lets us tailor your analytics to your multi-level portfolio.

Number 2

Collect Data

We collect quarterly data from your investment financial statements and transform it into a usable, visual dashboard.

Number 3

See What Matters Most

Slice and dice your data as needed in order to see what matters most.

Request Samples

Send us your email address and we will follow up with example dashboards.

Schedule Demo

Schedule a demo with one of our data visualization experts

General Questions

Get answers to general questions, learn more, or discuss specific needs.

Data visualization tailored for investment portfolios.