Find information such as what we do how to onboard with us, pricing and terms

  • PortScope is a portfolio monitoring platform built to make private equity reporting smarter, faster, and more collaborative. We believe GPs and portfolio operators shouldn’t be bogged down by scattered spreadsheets, inconsistent reporting, or endless back-and-forth.

    By joining PortScope, you’re helping solve a problem every fund faces: the disconnect between what’s happening in portfolio companies and what makes it onto investor dashboards. We bridge that gap — and we’re glad to have you onboard

  • PortScope centralizes operational and financial data from your portfolio companies into a single, real-time view. You can track performance metrics, manage custom KPIs, and ensure consistency across investments — all with powerful versioning and collaboration built-in.

    We make it easy for both investors and operators to align on reporting. From tailored data collection forms to flexible dashboards, PortScope fits your process — and elevates it.

    No more copy-pasting from Excel. No more chasing updates. Just clean, structured insight.

  • We’re currently developing our PortScope Portal and actively inviting a select group of early users to shape the future of portfolio monitoring.

    As a beta tester, you’ll get:

    • Full access to all test features — for free

    • Direct input into our roadmap and design decisions

    • Priority support and onboarding from our team

    PortScope operates on a transparent, value-based pricing model — but during the beta phase, there are no fees, no commitments, and no setup costs.

    This is your chance to streamline your reporting workflow, influence the tools you’ll be using, and join a forward-thinking community of investors and operators.

    Spots are limited. Sign up now to reserve early access and help shape the next generation of private equity infrastructure.

  • To get started, we’ll guide you through a short onboarding flow. We’ll ask for the basics: fund structure, reporting cadence, key metrics, and initial portfolio data (don’t worry — we support uploads from Excel, CSV, and APIs).

    The setup usually takes under 30 minutes and we’re here to help every step of the way.

    Once you’re in, you’ll have access to:

    • Company-level and fund-level dashboards

    • Custom metric creation

    • Versioning and audit trails

    • Comments and approval flows

    • Portfolio-wide comparisons and roll-ups

    There’s no technical lift required from your team — everything works right from your browser.

  • We’re launching the Portfolio Command Center — a full control hub for GPs and platform teams.

    It’s designed to help you go beyond just monitoring:

    • Set operating targets

    • Manage quarterly data requests

    • Flag anomalies automatically

    • Track ESG or operational improvements

    • Build LP-ready reports in one click

    As an early user, you’ll help shape the roadmap and gain early access to advanced features — all included at no extra cost during rollout.Our PortScope Portall operates on a transparent, value-based pricing model. There are no setup or onboarding fees.

    You only pay once you're actively using the platform to track portfolio data and generate insights.

    Pricing scales with your fund size and feature usage (e.g., number of portfolio companies, dashboards, users).

    We’re happy to provide full pricing details — just reach out to our team for a personalized quote.

    With PortScope, we’re combining:

    • Data automation — to eliminate manual errors and busywork

    • Custom workflows — to fit how you already operate

    • Full transparency — so everyone stays aligned

Next steps

  1. Take a second to review our FAQs on the left

  2. Onboarding for free and start using PortScope beta