Integrations
Reads from the systems you already run.
FactorIQ is an analytics layer. It connects to your sources rather than asking you to migrate them.
Connectors
Source systems, not side projects.
We connect to the applications and files that already produce your data, so the answer is current without the migration.
Group 01
Accounting & ERP
General ledgers, financial statements, and ERP exports — ingested directly or through standard formats.
Group 02
CRM
Deal flow, relationships, and pipeline history — without asking the deal team to re-key contacts.
Group 03
Productivity
Board decks, operating models, and the spreadsheets that already carry your assumptions.
Group 04
HR
Headcount, payroll, and organizational data — the operational context behind every KPI.
Group 05
Documents
Automated PDF and Excel extraction from data rooms and reporting packages, with source pages attached.
Group 06
Custom
Anything else. Pull from internal data warehouses or proprietary systems via REST.
How ingestion works
From file to answer in four steps.
Connect
Drag-and-drop files, link a cloud folder, or call the FactorIQ API. Existing workflows stay intact.
Validate
AI quality assessment flags inconsistencies, gaps, and anomalies before analysis begins.
Integrate
Validated data becomes available across every module — Deal Finder, Investment Screening, Operator Intelligence, and LP Reporting.
Catalog
Metadata and lineage are recorded so any figure traces to its source document, system, or export.
FactorIQ reads from your systems. It doesn't replace them.
Roadmap
Coming soon, not shipped.
These integrations are on the 2026 roadmap. They are listed here so you can plan around the systems FactorIQ will talk to next.
Carta Investor API
Coming soonCap table context, ownership changes, and exit-planning data for venture and crossover portfolios.
MCP server
Coming soonConnect firm context to Claude, ChatGPT, and Copilot through a Model Context Protocol server.
See how your sources fit together.
A 30-minute walkthrough using your systems, your documents, and your reporting workflow.
Request a demo