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PortIQ
Daily insight into transaction-level performance across your portfolio, all governed and reported out of an AI-enabled platform that you own.
What is PortIQ?
PortIQ is an AI-enabled platform that pulls your portfolio company's financial and operational data into a single environment that your firm owns. It then surfaces that data through ready-made dashboards and on-demand AI analysis with Claude.
Identify pricing, vendor, and working-capital opportunities early, and walk into every strategic call with your portfolio companies ready to act, not just review.
The Solution
The Output
Built on NetSuite Analytics Warehouse
SuiteAnalytics Connect
SuiteAnalytics Connect is a feature of NetSuite's SuiteAnalytics platform that enables users to directly access and analyze their NetSuite data. It provides an ODBC (Open Database Connectivity), JDBC (Java Database Connectivity), or ADO.NET connection to the NetSuite data warehouse, allowing data to flow into PortIQ
"Connect Your Data"
Oracle Autonomous Data Warehouse
The Oracle Autonomous Data Warehouse (ADW) is a fully managed, cloud-based data warehouse service that automates the complex and time-consuming tasks of database management. This is where the foundational PortIQ models and infrastructure sit to ensure rapid deployment and modeling across the portfolio.
"Manage Your Data"
Oracle Analytics Cloud
Oracle Analytics Cloud (OAC) is a comprehensive cloud-based analytics platform that provides businesses with advanced tools for data analysis, visualization, and reporting. This is the layer where we develop standard dashboards to ensure consistent financial performance dashboards.
"Standard Dashboards"
AI Analytics
Configure PortIQ with Claude (or your compatible LLM of choice) to open up even deeper analytics when trying to understand trends and drivers all the way down to the transaction level in the portfolio company's ERP.
"AI Analytics"
Why NSAW?
Why Choose Equify As Your Trusted Partner?
Establish The Foundation
Expand Capabilities
Optimize
Top-Tier Skills and Expertise
100% US/Europe Based Resources
Officially Recognized NetSuite Partner
Tailored Support and Flexibility
Unmatched Value
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