PortfolioIQ for Excel
by Synaptic
Power your Excel reports and models by directly importing metrics from PortfolioIQ
The 'PortfolioIQ for Excel' addin lets you quickly pull your portfolio's metrics from PortfolioIQ into reports and models.
And to keep them up to date in a single click!
Build for every use-case with the accessibility of PortfolioIQ's data and flexibility of Excel.
Financial statements:
- Generate up-to-date balance sheets, income statements, and cash flow statements
Models:
- Create comprehensive valuation models using latest portco data as inputs
Benchmarks:
- Compare portfolio companies on different metrics (reported and computed) with charts them to gain deeper insights
Reports and tearsheets:
- Generate on-brand investor reports powered by verified and traceable data points
About PortfolioIQ:
PortfolioIQ is a Synaptic product used by global VC firms to supercharge portfolio monitoring and management.
Using the Addin requires an account with PortfolioIQ. Learn more at https://synaptic.com/portfolioiq
Questions:
If you have questions or need support with any issues please reach out to us at support@synaptic.com
App capabilities
- Can read and make changes to your document
- Can send data over the Internet