Work smarter. Monitor better.
Built for PE fund teams who are done with outdated tools and bloated workflows.
PortScope delivers clarity, control, and collaboration—without the overhead.
Features
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Frictionless Data Collection
PortScope makes data collection effortless—automatically ingesting and transforming data from spreadsheets, APIs, PDFs, and even messy webforms. Whether your data arrives daily, monthly, or on demand, we ensure it’s clean, structured, and ready to use—without the manual hassle.
Flexible Inputs: Seamlessly handle Excel files, PDFs, APIs, and webform submissions.
Smart Validation: Catch issues early with real-time validation and actionable alerts. User groups can validate and edit the data
Semi-Structured Friendly: Designed to understand and normalize inconsistent formats and layouts.
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Versioning and Audit Tracking
PortScope keeps your workflows clean and accountable with built-in version control and smart collaboration tools. Whether you're updating reports or refining metrics, you get full visibility into who changed what, when, and why. Our tools support multiple team size and industries valuation templates.
Auto-Save & Rollback: View and restore previous versions in a click.
Components Management : Save Formulas and data fields for computation and specific use cases
Audit Trails and real time comments: Every edit is logged and available for stakeholder review internally
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Custom Formulas, Smarter Metrics
PortScope empowers analysts and teams to go beyond cookie-cutter dashboards. Start with proven templates, then customize calculations to fit your exact needs—whether you're tracking fund-specific KPIs or ESG benchmarks.With formula and components management; teams can streamline valuation metrics across portfolio company reports.
Pre-Built Foundations: Standard calculations out of the box.
Layered Custom Logic: Build bespoke formulas on top of core data.
Accounting Standards: Whether it is GAAP or IFRS, we allow smooth automation for financial modelling.
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PortScope Integration Suite
PortScope connects seamlessly with your existing stack—whether you’re running analytics in Power BI, crunching numbers in Excel, or pulling from cloud storage. No new habits required—just smarter workflows and smoother handoffs.
Power BI, Excel & Word: Native compatibility for your favorite tools
Cloud Hosted with security: Smart file syncing with cloud storage with RLS enabled and data encryption capability
Flexible Formats: Handle both structured and unstructured data with ease
Everything you need to know about PortScope
PortScope was built from the ground up for mid-market private equity teams who need smart, reliable tools—without the slow onboarding, overcomplicated workflows, or sky-high service fees.
Find information such as what we do, pricing and terms
How PortScope Works
From chaos to clarity—in three simple steps.
PortScope is built to fit into your workflow, not fight against it. No bloated onboarding, no drawn-out implementations. Just a few simple steps to get you up and running.
1. Connect Your Data
Plug in your portfolio companies, upload files, or connect APIs.
We support Excel, webforms, and structured/semi-structured data formats—without making you change how you work.
2. Customize What Matters
Choose your KPIs, create your formulas, and map commentary to performance.
Use our built-in templates or tailor your metrics—flexibility comes standard.
3. Get Clarity—Fast
From dashboards to valuation reports to qualitative insights, everything lives in one place. Clean. Traceable. Actionable.
What’s next - the PortScope app
We’re building the PortScope Portal and beta version— a dedicated app designed to make GP workflows easier and streamline internal approval processes with a few taps.
Our goal is to simplify the journey from collection to evaluation — and to give you the tools to manage everything in one place. All beta features we’re building will be free for everyone in our network, and once the app is ready, your profile will be automatically transitioned over.
We’re combining two powerful things:
Audit Tracking and Flexible Data Management — from real time version control, data cleaning capabilities and component and formula tracking
Intuitive tools and library — templates for various accounting standards and industry valuation templates that you can apply without the usual admin burden
Together, these make running your fund — far more effortless. No more juggling between datasets, follow-ups, or manual tracking. We’re making it easier to focus on what you do best: extracting the right investment decision from analytics.
The PortScope Portal will include:
Real-time Data Collection and Version tracking
An analytics dashboard to track performance KPIs grouped by portfolio companies
A centralised inbox to manage communication
Sync with investment committee decisions
Integration with third party suite
You’ll be among the first to use these features and help shape the future of portfolio monitoring tools — more efficient, and a whole lot easier to manage.