SAE Consulting Services
Software
“Scottish tech does best when its firms grow at home.”

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.
Portf.Io is a business software developer based in Livingston. (Companies House, ayeoh's record) It was incorporated in Scotland on 16 Aug 2021 as company SC706823. (Companies House) Its website says: “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.” (portf.io)
It's named in 2 public grant records, from UKRI Gateway to Research. (Grants, UKRI Gateway to Research)
Companies House lists 1 active officer, among them Xiaoxiao Lu (director, since Aug 2021). (Companies House, profile card) Its own website's latest post is “February 19, 2026 PortF Wins Tech Innovation Award at the Private Equity Wire European Awards 2026”. (Latest from Portf.Io, the post) Its latest filed accounts, for the year to 30 Nov 2025, show 11 employees on average. (Companies House, Financials)
Next accounts due 31 Aug 2027.
| Year end | Net assets | Cash | Staff |
|---|---|---|---|
| 30 Nov 2025 | £649k | £707k | 11 |
| 30 Nov 2024 | £401k | £518k | 7 |
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.
Total exemption full accounts filed for the year to 30 November 2025
New shares issued on 17 May 2026 (form SH01, filed 26 June 2026)
Micro-entity accounts filed for the year to 30 November 2024
Won a public contract from Fair4all Finance Limited: Investment Management System (£229k)
Micro-entity accounts filed for the year to 30 November 2023
New shares issued on 3 April 2024 (form SH01, filed 11 April 2024)
New shares issued on 23 June 2023 (form SH01, filed 12 July 2023)
Micro-entity accounts filed for the year to 30 November 2022
New shares issued on 1 October 2022 (form SH01, filed 12 July 2023)
New shares issued on 10 December 2021 (form SH01, filed 5 January 2022)
New shares issued on 7 December 2021 (form SH01, filed 5 January 2022)
New shares issued on 6 December 2021 (form SH01, filed 5 January 2022)
Incorporated at Companies House
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