Company · Livingston

Portf.Io

Portf.Io is a business software developer based in Livingston, incorporated in Scotland in 2021 (SC706823).

What they do

“PortF is an AI-powered portfolio monitoring platform built for private equity, venture capital, and institutional investors. Automate data collection, generate real-time reports, and uncover actionable insights to drive smarter investment decisions.”

In its own words, on portf.io

In plain speak

They build software that watches over investment portfolios for private equity and venture capital firms, collecting data and creating reports automatically.

Grants

Awarded a £669k Innovate UK grant for "ESG made relevant and easy: overlay financial and sustainability materiality"

1 May 2024 · UKRI Gateway to Research

Awarded a £199k Innovate UK grant for "Seamless integration of Financial data into ESG data"

1 Feb 2024 · UKRI Gateway to Research

Financials

Net assets: £649k (30 Nov 2025), up 62% on £401k a year earlier
Cash at bank and in hand: £707k (30 Nov 2025), up 37% on £518k a year earlier
Employees: 11 on average (30 Nov 2025), up 57% on 7 a year earlier

Net assets at year ends 2024 to 2025

Next accounts due 31 Aug 2027.

From the accounts made up to 30 Nov 2025, small-company accounts, as tagged in the filing. Small companies file a balance sheet and often no turnover or profit. The filings at Companies House

Accounts, year by year

Year end	Net assets	Cash	Staff
30 Nov 2025	£649k	£707k	11
30 Nov 2024	£401k	£518k	7

Only the figures each year's filed accounts tag; a blank is a figure the company did not file. The filings at Companies House

Timeline

30 Nov 2025accountsAccounts year end
30 Nov 2024accountsAccounts year end
16 Aug 2021directorXiaoxiao Lu appointed Director
16 Aug 2021incorporatedPortf.Io incorporated as SC706823

Register facts, funding, grants and the latest news, each linked or sourced. The data file holds the register facts, funding and grants only.

Use this data

Download everything ayeoh holds on Portf.Io, free: CSV · JSON-LD. Every row carries its source and date.

Record completeness 68 of 100; not yet held: three years of accounts, turnover, news coverage, funding rounds.

Licence: free to read and cite with a link to ayeoh.io; bulk, API or commercial reuse needs an ayeoh licence. Cite as: ayeoh.io, “Portf.Io”, ayeoh.io/c/portf-io, accessed 1 Nov 2026.