Portfolio BI
PrivateLast Round
Debt
Feb 25, 2026
Total Funding Raised
$6M
Momentum
Top 25%
of companies Caplight tracks
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% | |
| Maybern | 81% |
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 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 24, 2026
Monthly visitors increased 207% MoM, reaching 5.9K.
Portfolio BI Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Portfolio BI's valuation, stock price, and market status.
Is Portfolio BI a public or private company?
Portfolio BI is a private company.
What is the current stock price of Portfolio BI?
Portfolio BI is a private company with no public stock price. No recent secondary market data is available.
How much is Portfolio BI worth (valuation)?
Valuation information for Portfolio BI is not publicly available.
Can I buy Portfolio BI stock?
Portfolio BI shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Portfolio BI's last funding round?
Portfolio BI's most recent funding round was Series A on December 8, 2017.
Who are the main investors in Portfolio BI?
Investor information for Portfolio BI is not publicly disclosed.
Will Portfolio BI IPO soon?
No public IPO plans have been announced for Portfolio BI.
How can I track Portfolio BI secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Portfolio BI's secondary market activity and sign up for updates.