Name PortfolioIQ
Overview PortfolioIQ is a B2B portfolio intelligence platform designed for venture capital (VC) and private equity (PE) firms. It enables investment teams to collect, manage, and analyze financial and operational data from portfolio companies through a single, centralized platform. The product supports key workflows such as data collection, performance tracking, reporting, and portfolio analysis, helping teams make faster, data-driven investment decisions.
My Role Product Design, Design System, Data Visualisation
PortfolioIQ dashboard home — welcome screen with structured data ingestion entry points
PortfolioIQ portfolio table — company list with fund, stage, and financial metric columns
PortfolioIQ company profile — Dropbox overview with metrics, charts, and notes
PortfolioIQ cap table — ownership table with shareholder breakdown and recent files
PortfolioIQ document viewer — risk assessment doc with board meeting and P&L extraction
PortfolioIQ AI extraction — pending files queue and verified documents list
PortfolioIQ data coverage heatmap — 20 metrics by company and quarter
PortfolioIQ investment performance chart — cost vs. unrealised gain vs. proceeds by round
PortfolioIQ notes — financial update notes across portfolio companies
PortfolioIQ search — command palette with company lookup and profile preview
PortfolioIQ dashboard — search modal open over the welcome screen
PortfolioIQ brand refresh — physical exhibition at Synaptic office