Investor Platform

See the intangible assets driving your portfolio

Opagio gives PE firms, VCs, and fund managers portfolio-level visibility into the intangible capital that accounts for 80%+ of company value. Track, benchmark, and report across your holdings.

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The portfolio blind spot

Most PE and VC firms evaluate portfolio companies using financial metrics that capture less than half the picture. The intangible assets that actually drive value creation — technology, brand equity, human capital, organisational knowledge — sit outside traditional reporting frameworks.

Without a structured view of intangible capital across your portfolio, you cannot identify under-investment, benchmark performance, or articulate the full value you have built at exit.

Portfolio Dashboard

Multi-company view with aggregate KPIs, sector breakdown, and intangible health classification. See which companies are investing in growth and which are falling behind.

Intangible Asset Valuations

Structured, consistent valuations across six intangible categories. GVA, EBITDA, Total Factor Productivity, and enterprise value computed automatically from financial inputs.

Scenario Modelling

Model what-if scenarios for individual companies or across the portfolio. Compare investment strategies, growth trajectories, and exit valuations side by side.

Professional Reports

Generate LP-ready valuation reports with auto-generated narratives, intangible asset decomposition, and 5-year historical analysis. Share via secure links or PDF.

Multi-User Organisations

Role-based access control with owner, admin, member, and viewer roles. Invite team members, manage permissions, and maintain data isolation across organisations.

REST API

Programmatic access to valuations, portfolio data, and company metrics. Webhook subscriptions push updates to your internal systems automatically.

CSV bulk import

Download our template, fill in your portfolio data, and upload. Opagio validates every row, computes valuations automatically, and imports the lot in a single operation. Import 50 companies in under 5 minutes.

Xero accounting integration

Connect your portfolio companies' Xero accounts via OAuth. Opagio pulls Profit & Loss data, auto-classifies general ledger accounts into the six intangible categories, and generates valuations — no manual data entry required.

Interactive account mapping

For Xero imports, Opagio auto-maps most GL accounts to the correct intangible category. Unmapped accounts appear in a drag-and-drop interface where you reclassify them — with live valuation preview updating as you go.

REST API & webhooks

For programmatic workflows, use the API to push valuation data from your own systems. Subscribe to webhooks to receive push notifications when valuations are created or portfolio data changes.

See the Investor Platform in action

Discover the intangible assets driving your growth and learn how to invest in them strategically.

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Import your portfolio

Upload a CSV of your portfolio companies, or add them individually. Financial data can be entered manually, imported from CSV, or pulled directly from Xero.

Review valuations

Opagio automatically computes intangible asset valuations, GVA, EBITDA, productivity metrics, and enterprise value for every company. Review and adjust as needed.

Track and report

Monitor intangible capital development across your portfolio over time. Generate LP-ready reports, identify under-investment, and build the exit narrative.

Due diligence

Add a structured intangible asset assessment to your deal process. Identify the intangible assets driving the target's value, flag gaps, and quantify what you're actually buying.

Portfolio monitoring

Track how portfolio companies invest in intangible capital over your hold period. Compare intangible health across companies and sectors. Spot under-investment before it affects performance.

Value creation tracking

Establish an intangible asset baseline at acquisition, then measure development against it. Build a quantified value creation story for your investment committee and LPs.

Exit preparation

Articulate the full asset base being transferred — not just the financial performance. Give buyers structured evidence of intangible capital built during your ownership.

Try it before you commit

Run a free valuation on any company using our Intangible Asset Valuator. No sign-up required — see the output quality before you onboard your portfolio.

Try the Productivity Calculator