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ToltIQ provides a portfolio‑intelligence platform for private equity, private credit, and venture investors. It centralizes fund, deal, and performance data to deliver analytics, benchmarking, and automated reporting for GPs and LPs

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Core product

Portfolio intelligence and analytics platform (data ingestion, dashboards, benchmarking, reporting engine)

Use cases

Portfolio monitoring, LP reporting, fund performance analysis, benchmarking, allocator transparency

Functional categories (vendor-stated)

Portfolio Intelligence, Private‑markets Analytics, Data Aggregation, Reporting AutomationLP/GP Insights

Integrations

APIsExcel Import/Export, Data‑warehouse Connections, Fund‑admin IntegrationsCRM Connectivity

Workflow stages

Data Ingestion → Portfolio Analytics → Benchmarking → Reporting → Monitoring

Portfolio focus

Private equity, private credit, venture capital, fund‑of‑funds