Portfolio & Firm
Oversight That Moves As Fast As Your Deals
Your inbox holds the signals LPs demand, auditors expect, and portfolio health depends on. Org IQ brings it all into one organized, secure, insight-rich view.
Trusted by growth-minded leaders across North America
Built for Investment Firms
Managing Risk, Ops,
and Reputation at Scale
Org IQ helps venture capital and private equity teams maintain clarity across deals, disclosures, and portfolio messages — no digging, no bottlenecks.
Private capital firms use our streamlined, intelligence-driven interface to:
Illuminate blind spots across Portco or internal workflows
Grant scoped access to auditors or counsel on demand
Retrieve disclosures and key deal comms in seconds
Reveal attitudes and churn signals across teams
Give LPs backable confidence in their processes
All that (and more), from one inbox-native vantage point.
Your edge comes from knowing (and showing) what happened when
Surface Insights From Every Portfolio Conversation
Trace timelines, tone shifts, and red flags without pinging founders or waiting on internal recaps.
Respond to LPs and Audits in Record Time
Pull comms related to exits, fund performance, or internal disputes in minutes.
Build a Repeatable Compliance Stack
Your entire communication trail is archived, encrypted, and ready for review whenever regulators are.
See What’s Happening Behind the Decks
From diligence to disposition, use inbox data to ask sharper questions (and verify the answers) sooner.
Org IQ features + Your Investment Ops =
A Deal Clarity Dream Team
Comprehensive Heatmaps
Spot gaps in communication between partners, founders, and Portco execs before they turn into delays or surprises.
Insightful Email Activity Graphs
Catch stalled conversations, silent red flags, or periods of risk-worthy activity across your portfolio.
Predictive Sentiment Analysis
Identify signs of churn, burnout, or misalignment before they reach the board.
Proactive PII Detection
Stay compliant across jurisdictions and protect the firm’s reputation, no manual inbox hunts required.
Smart, Exhaustive Search
Zero in on key disclosures, side-letter terms, or investor updates in seconds.
Secure Guest Access
Limited permissions make reviews fast, clean, and controlled.
Full, Immutable Archiving
Perfect for building case histories, fulfilling LP requests, or managing transitions.
Effortless Import & Export
Compile diligence packets, fund reporting, or cross-functional handoffs in a couple clicks.
Comprehensive Heatmaps
Spot gaps in communication between partners, founders, and Portco execs before they turn into delays or surprises.
Insightful Email Activity Graphs
Catch stalled conversations, silent red flags, or periods of risk-worthy activity across your portfolio.
Predictive Sentiment Analysis
Identify signs of churn, burnout, or misalignment before they reach the board.
Proactive PII Detection
Stay compliant across jurisdictions and protect the firm’s reputation, no manual inbox hunts required.
Smart, Exhaustive Search
Zero in on key disclosures, side-letter terms, or investor updates in seconds.
Secure Guest Access
Limited permissions make reviews fast, clean, and controlled.
Full, Immutable Archiving
Perfect for building case histories, fulfilling LP requests, or managing transitions.
Effortless Import & Export
Compile diligence packets, fund reporting, or cross-functional handoffs in a couple clicks.
DAST Consulting enjoys frictionless audit seasons with Org IQ
Delta Advisory Group turned discovery days into discovery minutes with Org IQ
DAST Consulting enjoys frictionless audit seasons with Org IQ
“We used to scramble during diligence and discovery. Now, we’re a step ahead of the request. Org IQ gives us clarity into everything that matters, without burdening our deal team or IT.”
Andrew Hughes,
Chief of Staff
Delta Advisory Group turned discovery days into discovery minutes with Org IQ
“Discovery requests used to mean hours of inbox hunting. With Org IQ, we can pull exactly what we need in minutes. Compliance has become refreshingly painless for us, and a major relief for our clients.”
Bill Daggett,
Founder and Managing Director
Security & Regulatory Readiness for Modern,
Fast-Moving Deal Teams
Built for customer trust, internal clarity, and firm-wide peace of mind.
Immutable Message Capture
All emails are permanently archived for audit-grade record-keeping.
End-to-End Encryption
Comms are protected in motion and at rest.
Access and Export Logs
Know who downloaded what, and when, on demand.
Time-Limited Guest Access
Give legal, consultants, or QA precise access to what they need… and nothing more.
Red Flag Triggers for Risky Phrases
Receive auto-alerts for compliance violations, side-channeling, or founder disputes.
FINRA + SEC Alignment Built In
Designed to support regulatory expectations out of the box.
Immutable Message Capture
All emails are permanently archived for audit-grade record-keeping.
End-to-End Encryption
Comms are protected in motion and at rest.
Access and Export Logs
Know who downloaded what, and when, on demand.
Time-Limited Guest Access
Give legal, consultants, or QA precise access to what they need… and nothing more.
Red Flag Triggers for Risky Phrases
Receive auto-alerts for compliance violations, side-channeling, or founder disputes.
FINRA + SEC Alignment Built In
Designed to support regulatory expectations out of the box.
Business Pricing
Only pay for what you archive
Org IQ gives businesses simple, transparent pricing with no surprise fees, clunky setup, or long-term lock-ins.
Monthly
Annual
3-Year
Insights
Includes 1 free month
$465/mo
$5,580 per year, paid annually
Want 6 months free? Check out our 3 year plan
Includes
Unlimited Archiving
2 Year Lookback Period
Every message you send us is always permanently saved in our database, but only messages received in the past 1 or 2 years will appear in search results, reports, or be available for alerts.
If you need a longer Lookback Period or access to messages in your archive, you can increase your lookback period on the settings page.
Includes: Basic Search
Includes: Basic Alerts
Intelligence
Includes 1 free month
$649/mo
$7,788 per year, paid annually
Want 6 months free? Check out our 3 year plan
Includes
Unlimited Archiving
1 Year Lookback Period
Every message you send us is always permanently saved in our database, but only messages received in the past 1 or 2 years will appear in search results, reports, or be available for alerts.
If you need a longer Lookback Period or access to messages in your archive, you can increase your lookback period on the settings page.
Includes: Basic + AI Search
Includes: Basic + AI Alerts
Enterprise
Let’s talk
500–50,000 employees
Multi-site, multi-country
Everything in intelligence plus:
Dedicated Servers
Single Sign-On
API Access
Priority Support
Not sure what to choose? Small Business? Try the on-demand model
Catch blind spots sooner. Keep founders and LPs in sync.
Give Org IQ a go. Stick around only if it tightens your comms and timelines.