PortfoliFLOW
Institutional portfolio management, built by someone who's actually done the job.
From a two-person team to a sovereign fund, investment professionals run serious capital on consumer spreadsheets and enterprise software built for someone else's problem. We thought that was worth fixing properly — so PortfoliFLOW brings monitoring, analytics, reporting, and decision support into one system, built around how the work actually flows.
At its core is Shirley, an embedded AI agent that reads your documents, drafts your reports, and surfaces what your portfolio is trying to tell you — in whatever language you ask. Not a chatbot bolted onto a dashboard. A colleague who happens to live inside the platform, never sleeps, and is always one message away. She's on Telegram, too. And she answers when you call.
Practitioner-built, uncompromising on data integrity and analytical depth — and increasingly good at the parts of the job nobody should be doing by hand.