Portfolio BI
PrivateLast Round
Debt
Feb 25, 2026
Total Funding Raised
$6M
Company Overview
Portfolio BI is a business and productivity software company that provides a platform and services for order management, portfolio management, data management, and reporting for buy-side firms.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Data Warehousing, Accounting & Expense, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Portfolio BI Comparables
Compare Portfolio BI with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FundCount | 84% | |
| Arcesium | 82% | |
| Vidrio Financial | 80% | |
Portfolio BI Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Feb 25, 2026 | ||||
| Series A | Dec 8, 2017 |
Key People
Founding team and executive leadership
Portfolio BI Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Decathlon Capital Partners | Debt |
Portfolio BI Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Portfolio BI's valuation, stock price, and market status.