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Join over 100+ investment firms using Portrait to power idea generation, investment research, and ongoing monitoring.

  • TimesSquare Capital Management
  • GW&K Investment Management
  • Chicago Capital
  • Akre Capital Management
  • Bornite Capital Management

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I've historically struggled to make screens actually useful. Portrait's idea search engine is a powerful tool for my idea-generation process.
Analyst$9B Long/Short fund

Explore the workflows that matter to your team

Bring a company, investment thesis or recurring research question. Explore how Portrait connects company research, source documents and follow-up work in one platform.

Company research

Understand the business with Company Primer, follow quarterly Case Studies and Key Debates, and inspect the source documents behind the analysis.

Research with Easel

Investigate a question, pressure-test a thesis or compare financial scenarios. Review the findings and evidence, then build on the result with a follow-up.

Ongoing monitoring

Define the companies and developments you want to follow. Review relevant updates and their sources so the research continues as the company story changes.

For step-by-step instructions and access requirements, browse the Portrait documentation before your conversation.