Portfolio Management

One live view of your entire portfolio — answered in plain language, backed by your exact numbers.

Investment teams spend too much time assembling data and not enough time acting on it. askmii replaces the spreadsheet shuffle with a single, always-current workspace where every position, metric, and transaction is ready to interrogate the moment a question arises.

What it does for you

A single source of truth, always up to date

Your portfolio data syncs automatically from your source of record. The moment a figure changes upstream, every screen in askmii reflects it — no manual exports, no version-control headaches, no stale decks circulating the wrong numbers.

Company positions at a glance

See every portfolio company alongside the metrics that matter: invested capital, multiple on invested capital, and current status — all in one place. Drill into any position without hunting across files or waiting for an analyst to pull a report.

Fund-level return metrics

Track fund performance the way your LPs and investment committee expect it. Return metrics roll up automatically so you can move from a high-level fund view to a single company in seconds.

Fund-of-funds positions

Managing a layered structure? askmii handles fund-of-funds positions natively, giving you the same live visibility across underlying funds that you have over direct holdings.

Capital transaction history

Every capital event — drawdowns, distributions, follow-ons — is captured and searchable. Reconstruct the history of any position or fund period without digging through email threads or closing binders.

Quarterly operating KPIs

Monitor how portfolio companies are performing operationally, not just on paper. Quarterly KPIs surface alongside financial metrics so you can spot trends and prepare for board conversations with confidence.

Ask your portfolio anything

The askmii agent answers portfolio questions in plain language — "What's our MOIC on the healthcare bucket?" or "Show me all companies where revenue grew last quarter" — and responds with the exact figures from your data, not estimates or approximations. Every answer is cited so your team can trust it and act on it.

Who it's for

• Investment professionals who need fast, reliable answers during IC meetings or LP calls
• Portfolio monitoring teams responsible for tracking operating performance across many companies
• Fund-of-funds managers who need consolidated visibility across a layered portfolio structure

The bottom line

askmii turns your portfolio data into a conversational, always-current workspace. Less time building reports. More time making decisions.