Pharion

Portfolio intelligence, from spreadsheet to boardroom.

Pharion turns the spreadsheets your portfolio companies already send into live KPIs, fund performance, and board-ready reporting. A quarter close that took a week takes an afternoon.

The quarter shouldn’t run on email attachments.

Your data lives in email attachments.

Every quarter, KPIs arrive in twenty different Excel formats and die in a shared drive.

Your board pack takes a week.

Analysts re-key numbers into slides; the numbers are stale before the meeting starts.

Your value-creation plan is a PDF.

Hundred-day plans get written once and never tracked against actual performance.

One system, seven rooms

Every tab of the product is a room — each one opens as a guided, code-animated walkthrough ending on a real product screenshot.

Data Intake

Excel, CSV and board packs, mapped once and remembered every quarter.

Pharion Data Intake screen: a five-step dataset wizard (dataset, upload, mapping, validation, complete) creating a Q3 2026 KPI pack for Veridian Manufacturing

KPI Overview

Live dashboards per company or across the whole portfolio.

Pharion KPI Overview in portfolio mode: portfolio health summary, improving and declining KPI counts, and per-company KPI tiles for customer count, EBITDA, margins, headcount and net revenue retention

Portfolio Health

A 0–100 early-warning score per company, from alert rules you configure.

Portfolio health dashboard with a RAG score gauge and per-company health cards, one expanded to show which KPI alert rules tripped

Fund Performance

Net IRR, TVPI, DPI and RVPI computed from a real ledger.

Pharion Fund Performance screen: pooled net IRR with TVPI, MOIC, DPI and RVPI strip, a value-creation bridge from invested capital to current value, data freshness per company, and per-company return cards

AI Insights

Written commentary on every variance, generated inside your own Azure tenant.

Pharion AI Insights screen: structured recommendation, risk, trend and opportunity cards with confidence scores generated from an uploaded valuation summary

Initiatives

Hundred-day plans measured from the data companies actually report.

Pharion Value Creation Plan board: initiatives grouped by lever with expected versus realized impact, plus stalled and awaiting-data alerts tied to reported KPI movement

Board Exports

Boardroom memos with footnoted provenance, in one click.

Page one of an exported Pharion portfolio review PDF: net IRR, TVPI, DPI and RVPI strip, key points, core KPIs, and a portfolio snapshot table with per-company values and cost basis

Three steps to a live portfolio.

  1. Connect your companies

    Add your portfolio companies, invite your team, set roles. Setup takes minutes; there is no migration project.

  2. Drop in the data you already have

    Excel, CSV, or board documents, mapped to your KPIs once and remembered every quarter. Load past quarters too, so you start with trend lines instead of an empty dashboard.

  3. Run the quarter from one screen

    Live dashboards, health scores, tracked initiatives, and one-click board packs, all built from the numbers your companies actually report.

Built like infrastructure

Multi-tenant isolation, Microsoft sign-in, per-company encrypted keys, audit logs, and 100+ automated tests in CI. Read the security overview.

Portfolio data never leaves your tenant

AI analysis runs on your own Azure OpenAI key inside your own Azure tenant, and your data is never used to train models.

We’re onboarding design partners.

Pharion is young and moving fast. We’re working with a small number of firms who want portfolio reporting to take minutes instead of weeks, and who want a direct line to the people building their tooling. If that’s you, let’s talk.

Request a demo: Michael.Cieri@pharionanalytics.com