Portfolio Management

Bridge the gap in financial and sustainability portfolio data

With PortF to power your data, portfolio management is streamlined and scaleable, with sustainability at its core

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

Since adopting the PortF platform, we've saved over 40 hours in each reporting cycle, cutting data collection time by 75%

- Civtech

Streamlined data collection

Streamline data collection with automated chasing at 7, 3, and 1 days before deadline; outstanding responses are flagged for attention

Built-in analytics

Select from our suite of built-in analytics including YoY change, fund level aggregation, benchmarking, AI summary of assessment

Value-add to portfolio companies

Benefit from our value-add features including personalised reports, a custom dashboard to help companies track progress, and a free carbon calculation for supply chain

PortF powers next-generation portfolio management, ESG reporting, and impact tools for investors, fund managers, and companies.

Designed by Industry Experts

PortF streamlines your workflows, from data collection, chasing & follow ups, data cleansing, validation, scoring, benchmarking and analytics.


  • Bringing clarity to ESG: comparing financial and non-financial data

  • Get deeper insights with portfolio slice & dice

  • Built-in carbon calculator and benchmarking


Built for Private Capital

PortF is used by funders, founders, & operators across alternative assets

Private equity

Fund of funds

Venture capital

LPs & allocators

Portfolio companies

Experience PortF

Take full control of your portfolio with sustainability at its core 

See PortF in action

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