How do you create and manage a portfolio of companies in Opagio?

Full Explanation

The Opagio portfolio management feature is designed for investors, fund managers, and advisory firms that need to monitor intangible asset value across multiple companies. Setting up a portfolio is straightforward: create an organisation account, then add companies individually or via bulk CSV import.

For each portfolio company, you can run the Asset Valuator in Opagio Intangibles to establish baseline values, then track changes over quarterly or annual review cycles. The portfolio dashboard provides an aggregated view of total intangible asset value across all holdings, broken down by asset category (brand, customer relationships, technology, etc.) and by individual company.

The benchmarking feature allows portfolio companies to be compared against each other and against industry peers. This reveals which companies are building intangible value efficiently and which may be underinvesting in critical asset categories. For private equity firms, this analysis supports value creation planning — identifying the intangible asset development opportunities that will most increase exit value.

Portfolio-level reports can be generated for LP reporting, board meetings, or investment committee presentations. These reports include trend analysis (how intangible values have changed over time), composition analysis (the mix of intangible assets across the portfolio), and risk analysis (concentration in specific asset types or sectors).

The platform supports multiple user roles within an organisation — portfolio managers, analysts, and company management can each access appropriate views and functionality. Data security is maintained through role-based access controls, and each company's data is isolated from other portfolio companies unless explicitly shared.

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