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Sales Executive - Remote (UK Only)

PortF
Posted Jul 31, 2026
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PortF

Financial Services

AI-Powered Portfolio Monitoring with PortF | Built for Private Markets, Trusted Across Financial Markets

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About us

PortF is a futureproof, AI-driven platform that centralises portfolio data, automates routine processes, and delivers real-time performance and risk insights. Designed for private market teams, it integrates seamlessly with existing systems, eliminates data silos, and ensures every decision is informed, timely, and backed by complete, audit-ready data. Our clients include leading investors across financial markets, including private equity, private debt, fund of funds, venture capital, asset managers, and more.

Website https://www.portf.io

External link for PortF

Industry Financial Services Company size 11-50 employees Headquarters London Type Privately Held Specialties portfolio monitoring, AI, technology, private equity, investment analytics, and ESG reporting

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  • PortF reposted this

    Tom Whale 2mo

    Nice bit of news for the team this week: our CEO, Alex Lu has been nominated at the Women in Investment Awards 2026 in both the Private Markets Woman of the Year and Technology Woman of the Year categories. Good to see her work - and the wider work the team is doing at PortF - getting recognised externally. Looking forward to seeing the shortlist later this year! https://lnkd.in/d8mb9i56

    8 Comments Like Comment Share
  • PortF

    2,560 followers

    3mo

    Delighted to share that PortF has been shortlisted for the Drawdown Awards 2026 in the category of Portfolio Monitoring Technology. Over the past year, we’ve continued to invest in AI-driven capabilities that are helping private markets leaders to streamline portfolio monitoring and reporting. We don’t believe AI should replace expertise - it should elevate it. By removing manual, time-consuming work that slows teams down, PortF enables firms to move beyond spreadsheets and disconnected systems, creating a more integrated and efficient approach to portfolio oversight. A big thank you to our clients, partners, and the PortF team for their continued support. #privatemarkets #portfoliomonitoring #technology

    1 Comment Like Comment Share
  • PortF

    2,560 followers

    5mo

    We’re incredibly proud to share that PortF has won Technology Innovation of the Year: Overall at the Private Equity Wire® European Awards 2026 🏆 This award recognises the most impactful and forward-thinking technology solutions across private markets - and for us, it represents something even bigger. Over the past year, PortF has continued to invest heavily in AI-driven capabilities designed to solve real operational challenges faced by private equity and private debt firms. We don’t believe AI should replace expertise, we believe it should elevate it. Our technology focuses on removing the manual, time‑consuming work across portfolio monitoring and reporting, giving you back the time to focus on value-add. As more PE firms explore AI, the reality is clear: meaningful innovation starts with moving beyond spreadsheets and disconnected legacy systems. We’re proud to provide the integrated foundation that makes intelligent automation possible. A huge thank you to our clients, partners, investors, and the entire PortF team. This is a shared achievement - we couldn't have done it without you. #PrivateEquity #technology #innovation

    1 Comment Like Comment Share
  • PortF

    2,560 followers

    6mo

    Portfolio scale doesn’t break because firms lack dashboards. It breaks when insights arrive too late. At PortF, we’re seeing a clear shift in private markets toward AI-enabled, continuous portfolio monitoring, moving beyond quarterly retrospectives to exception-based oversight. This isn’t about replacing existing systems, it’s about automating tasks that are repeatable and surfacing what actually needs human judgment. Curious how others are thinking about AI and PMS evolution across their portfolios...

    Alex Lu 6mo

    Many private equity firms have tried to scale by adding more systems. In my experience, the real leaders are scaling by changing how work actually happens. In portfolio monitoring specifically, the shift isn’t: ❌ another dashboard ❌ another quarterly reporting tool It’s moving from manual, periodic, backwards-looking PMS to AI-enabled, continuous, futureproof portfolio monitoring. What that looks like in practice 👇 Traditional PMS • Quarterly data collection • Reliance on manual effort, no time for value-add • Static KPIs and board packs • Issues surfaced only after they show up in results AI-native portfolio monitoring • Continuous ingestion from emails, PDFs, and third-party data • Automated KPIs across PortCos • Early-warning signals (variance, trend breaks, covenant risk) • Exception-based workflows for operating teams The magic of a great PMS isn’t better reporting. It’s ease of use and the ability to intervene earlier in the process, so that portfolio teams can focus on balanced judgment and decision making, not data wrangling. This is where AI actually creates operating leverage in private markets: ➡️ Fewer surprises ➡️ Faster decisions ➡️ Scalable oversight without unwieldy headcount growth The question for GPs isn’t 'Do we need AI?'... it’s 'Where does automation meaningfully change outcomes?' Increasingly, that conversation is landing on AI-enabled portfolio monitoring solutions. Not more dashboards. Better decisions, faster. #PrivateEquity #Tech #AI

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  • PortF

    2,560 followers

    8mo

    Very proud to share that PortF has been shortlisted in two categories at the Private Equity Wire® European Awards 2026 - Technology Innovation of the Year: Overall + Technology Innovation of the Year: AI. Voting is now open and we would be incredibly grateful for your support. Registering your vote only takes a moment - here's how... Vote for PortF: - Visit the voting page: https://lnkd.in/ezySYWRa - Sign in using the single-click option and select the first category using the drop down box - Scroll to PortF, click the star to vote and then our name to open the comments box; add your name and company - Repeat for the second category and log out to save your votes. Being recognised for our innovation, especially in AI, is an incredible milestone for us. Our team has been working to deliver intelligent automation - streamlining portfolio oversight, reporting, and data processing - so that users can focus on decision-making, not paperwork. Thank you so much for your continued support. #PEWAwards #innovation #PortF

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  • PortF

    2,560 followers

    9mo

    We’re thrilled to announce that Haresh Patel, founder and former CEO of Mercatus, has joined the PortF Board of Directors. Haresh built Mercatus into the world’s largest private market asset management platform - hosting over $1.5tr in energy, infrastructure, real estate, and natural resources assets for global private equity firms. “Haresh brings an exceptional combination of vision, execution, and credibility in scaling technology for private markets,” said Alex Lu, CEO of PortF. “His experience building Mercatus from initial product-market fit through to industry-standard platform - while maintaining the customer-obsessed culture that defined their success - is exactly what we need as we enter our next phase of growth.” At PortF, Haresh will focus on three critical areas: refining product-market fit as the platform evolves, accelerating client acquisition among institutional investors, and ensuring an exceptional customer experience that drives retention and referrals. “PortF is tackling the most critical challenges investors face - data fragmentation, disjointed workflows, and lack of actionable intelligence,” said Haresh Patel. “Having scaled Mercatus through similar market dynamics, I know that winning in this space requires not just great technology, but exceptional client relationships and an obsessive focus on solving real investor problems. I’m excited to help the PortF team achieve both.” With Haresh’s appointment, PortF continues to strengthen its leadership and advisory network as it scales to serve institutional investors across alternative assets. 🔗 Read the full release: https://lnkd.in/eAaUWB4W #privatemarkets #portfoliomonitoring #PortF

    2 Comments Like Comment Share

  • PortF reposted this

    Barry McDonald 10mo

    MEET THE COHORT: PortF 🏴󠁧󠁢󠁳󠁣󠁴󠁿 Scaling From Scotland (October 8) is one of the highlight events at San Francisco TECH WEEK by a16z and will showcase some of Scotland's most ambitious high growth companies. If you're in the Bay Area during Tech Week (Oct 6-12), join us for company demos, networking and Scottish hospitality (whisky included!) 🥃 Special thanks to everyone who's supporting this cohort, especially to Daniel Glazer, Chris Neumann, Deidre Moore, Allan Cannon and Angel Gambino 🙏 Reserve your space at Werqwise, SF, Oct 8, 6pm PT: link in comments Victoria Ross Angel Club Wilson Sonsini Goodrich & Rosati Alex Lu

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  • PortF reposted this

    Ross Bowman 10mo Edited

    It's been great working with Alex Lu, Tom Whale, and the whole PortF team over the past couple of years as we've continued to enhance our impact data collection practices. I hope the insights we have shared in the development of the PortF tool will continue to support both the Bank and the wider impact investing ecosystem, in Scotland and beyond. #Impact #ImpactInvesting

    The Scottish National Investment Bank

    20,491 followers

    10mo

    Measuring and demonstrating impact is one of the most pressing challenges for investors today. As a mission-led impact investor, we’re committed to solving this challenge – and we're doing it with the help of PortF, a powerful portfolio monitoring platform that enables us to track and optimise our impact in real-time. Take a look at our latest blog post to see how the Bank is using data and technology to drive meaningful change 👉 #ImpactInvesting #PortF

    2 Comments Like Comment Share
  • PortF

    2,560 followers

    10mo

    We’re thrilled to announce a new strategic partnership with Holland Mountain, combining their deep expertise in Private Markets consulting with PortF’s AI-powered portfolio monitoring platform. Together, we’ll help Private Capital firms: ✅ Optimise operational models and strengthen processes ✅ Benefit from end-to-end implementation and managed services ✅ Unlock the full potential of portfolio data through unified, high-quality insights As firms face increasing pressure to deliver meaningful analysis and reporting, this partnership provides the tools and expertise needed to scale efficiently and make better, faster decisions. 🔗 Learn more here: https://lnkd.in/ePYpXpRW #privateequity #tech #PortF

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