Key facts
- Portfolio BI’s last known valuation is $21.0M (Jul 2020).
- It has raised $1.0M; the latest was PE Growth/Expansion in Feb 2026.
- Notable investors include Decathlon Capital Partners, NEXT Investors.
- Status: Privately Held (backing).
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Portfolio BI
- ·The full record, as it builds
Funding rounds
No funding rounds for Portfolio BI are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Portfolio BI
Developer of a software-as-a-service-based front-to-back office automation technology designed to take control of the portfolio and operational data. The company offers business intelligence advisory and consulting services in financial account reconciliation and business intelligence to perform functions across research, portfolio management, accounting, operations, and investor relations, and systematizes, enabling businesses to access the exposure, performance, risk, and hard-to-mine data quickly and efficiently.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2020
- Employees
- 69
- Website
- portfoliobi.com/
- Ownership
- Privately Held (backing)
Portfolio BI doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Portfolio BI shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Portfolio BI in its N-PORT filings yet. We sweep new filings monthly.