Why FactorIQ
Private markets intelligence, AI-first and end to end.
Two things set FactorIQ apart: intelligence built into every workflow rather than bolted on, and coverage that runs the full lifecycle across every kind of private-markets investor.
AI as the foundation
Not an assistant bolted onto old software.
FactorIQ was architected AI-first — every step, from ingesting a messy data room to producing an investor-ready number, runs through intelligent agents. The AI isn't a chat window in the corner; it's the workflow.
Daily AI Review — it runs before you open it.
Every morning FactorIQ synthesizes portfolio performance, pipeline movement, fund metrics, and market events into one briefing, and maps market news to the specific companies it affects. It works whether or not anyone logs in — the platform operates continuously rather than waiting to be asked.
Ask in plain English, get an answer that shows its work.
The Analytics Workspace answers natural-language questions across all portfolio data and builds the chart to match — and every figure carries the source citation it came from. No black box: you can trace any answer back to the document and the cell.
Thesis Fit Scoring.
Deal Finder scores each opportunity against your investment thesis and shows the reasoning, not just a number — so sourcing starts from analysis instead of a spreadsheet of intros.
AI document analysis.
Investment Screening reads CIMs, pitch decks, and financial statements as they land, and a built-in Deal Assistant answers questions about the deal instantly.
AI data-quality validation.
On ingestion, the engine flags gaps, inconsistencies, and anomalies before they reach your analysis — so the numbers you act on are clean.
The proof
Ask a question. Get an audited answer.
Plain-English question, generated chart, and the citation the number came from — visible in the same view.
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Plain-English question: "Which portfolio companies improved gross margin last quarter, and by how much?"
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Generated chart built to match the question — no dashboard configuration needed.
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Source citation: "Derived from company financials · traceable" — every figure shows its work.
Answers you can trace
Powerful AI is only useful if you can trust the output.
A metadata catalog underneath the platform gives every metric full data lineage — from the source document, through each transformation, to the number on the page. AI output arrives IC-ready, not as something to double-check by hand.
End-to-end coverage
One platform, the whole lifecycle, every investor.
Coverage runs in three dimensions: across the investing lifecycle, across every segment of private-markets investor, and across every asset class those investors touch.
Across the lifecycle
Discover
Source and score opportunities against your thesis.
Diligence
Read data rooms and answer deal questions from analysis, not a cold read.
Monitor
Track fund and company performance continuously, not quarterly.
Daily AI Review closes the loop each morning. One platform spans sourcing, diligence, and monitoring — work that usually takes a separate tool at each stage. See the platform →
Across every investor
Each segment gets its own vocabulary and metrics — not a generic view retrofitted to fit.
Private Equity
Sourcing to portfolio monitoring in the vocabulary PE actually uses.
Read more →Venture Capital
Normalize founder updates into ARR, retention, burn, runway, and ownership.
Read more →Family Offices
One view across direct holdings, co-investments, and fund commitments.
Read more →Limited Partners
Turn every GP statement into one analyzed portfolio with look-through exposure.
Read more →Across every asset class
13 configurable asset classes, each with AI analysis tuned to it.
FactorIQ connects to the sources a firm already runs — QuickBooks, Salesforce, Oracle, Microsoft 365, Excel, ERP and HR systems, and custom APIs — and ingests the ILPA-formatted statements investors receive. It reads from these systems; it doesn't replace your custodian, cap table provider, fund administrator, or reporting platform.
Operator-level depth
Coverage that goes below the fund line.
Beyond fund performance, FactorIQ tracks financial and operational KPIs at the individual portfolio-company level — P&L, cash flow, operational metrics, and peer benchmarks — continuously. The same intelligence layer that reads across the fund reads into the companies inside it.
See Operator Intelligence →We're building FactorIQ with a founding cohort of PE, VC, family office, and LP teams — shaping the analytics they actually use in the seat.
See it against your own portfolio.
A 30-minute walkthrough using your data, your segment, and your asset classes.
Request a demo