← Embedded Finance Index 2026

PortF

“Can a UK SaaS startup become the AI-native system of record for private markets portfolio monitoring, replacing spreadsheets across PE, VC, and fund of funds?”

Founded2021
HQLivingston, Scotland, United Kingdom
Latest roundEarly Stage VC
IndustryVertical SaaS / Private Markets
The story

PortF is a UK-based (Scotland) vertical SaaS company founded in 2021 that builds AI-powered portfolio monitoring software for private markets investors — PE, VC, private debt, fund of funds, and institutional asset managers. The product unifies portfolio data from accounting systems, ESG inputs, and documents into a single connected view with AI-driven document extraction. While the privacy policy describes the company as a 'financial services and technology provider,' PortF is a software vendor — there is no evidence of embedded payments, lending, banking, or other regulated financial products in its stack.

Last 12 months
2025-10
2025-09
2025-07
Product timeline
2021
PortF founded as portfolio monitoring platform for investment managers· founding
2024
Launched AI-powered integrated platform for investment management· product
2025
Strategic partnership with FIS to integrate with private markets solutions· partnership
2025
Strategic partnership with Holland Mountain for private capital firms· partnership
2025
Haresh Patel appointed to Board of Directors· governance
The stack
2 layers disclosed in PortF’s embedded-finance stack
Unified APIs
Apideck
Accounting
in the full report
Accounting gap: none
9 more providers across 1 layer, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.