PortfolioIQ for Excel

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