The Platform
Everything from first look to final report.
Seven surfaces, one data layer, one loop. Configured for the asset classes you actually hold.
Stage
Discover
Find the opportunities that match your thesis before they hit the broader market. Every new signal flows through the same intelligence layer as the rest of the loop.
Stage
Diligence
Move from CIM to committee memo without rebuilding the analysis from scratch. Documents, models, and scenarios sit in one workspace.
Investment Screening
Run every opportunity through the same pipeline, with the same rigor.
- Pipeline tracking end to end
- AI document analysis of CIMs, pitch decks, and financials
- Built-in Deal Assistant
Projects Workspace
The workspace for the analysis that decides whether a deal happens.
- Scenario modeling
- Value-creation planning
Stage
Monitor
Portfolio visibility that runs continuously, not quarterly. Operator-level data, an AI briefing every morning, and LP-ready reporting on the same layer.
Portfolio Monitoring
Reporting and analysis across funds, asset classes, and individual investments — from raw data in any format.
- Fund and asset-class roll-ups
- Metrics and dashboards that stay current
- AI analysis on ingested financial data
Operator Intelligence
P&L, balance sheet, cash flow, and operational KPIs at the portfolio-company level — continuously.
Learn moreDaily AI Review
One briefing every morning, synthesizing portfolio, pipeline, fund metrics, and market events.
Learn moreAnalytics Workspace
Ask questions in plain English. Get answers with sources and a Graph Generator.
Learn moreLP Reporting
Turn portfolio data into LP-ready narratives. ILPA Standards 2.0 and AIFMD II aligned.
Learn moreThe Data Layer
One layer beneath every surface.
FactorIQ ingests from the systems you already run, validates what arrives, and keeps a full record of where every number came from.
- Ingestion
- Automated PDF and Excel extraction across statements, decks, and operating reports.
- Connectors
- QuickBooks, Salesforce, Oracle, Microsoft 365, and custom APIs.
- Quality
- AI-powered validation flags gaps, drift, and inconsistencies before they reach a model.
- Lineage
- A metadata catalog with full lineage — every figure traces back to its source document or system.
FactorIQ reads from your systems. It doesn't replace them.
Coverage
13 configurable asset classes.
AI analysis is tuned per class — the questions, benchmarks, and document types that matter for buyout are not the ones that matter for private credit or venture.
- Buyout
- Growth Equity
- Venture Capital
- Private Credit
- Real Estate
- Infrastructure
- Natural Resources
- Secondaries
- Fund of Funds
- Co-Investments
- Distressed / Special Situations
- Hedge Funds
- Public Equities
See it against your own portfolio.
A 30-minute walkthrough using your asset classes and your metrics.
Request a demo