Portfolio BI Lands Significant Investment from Decathlon Capital Partners

Funding will strengthen AI capabilities of alternative investment data platform

Feb. 27, 2026 at 1:38am

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Portfolio BI, a leading provider of data solutions for alternative investment managers, has reached an agreement with Decathlon Capital Partners for a multi-million-dollar investment. The funding will allow Portfolio BI to further advance the artificial intelligence capabilities of its platform and expand customer support, without diluting existing shareholders.

Why it matters

The investment in Portfolio BI's AI-driven tools comes as private market asset managers increasingly seek efficient ways to ingest, access and analyze data to gauge performance, exposure and risk. The partnership with Decathlon Capital provides Portfolio BI the resources to enhance its deep domain expertise and continue its strong growth trajectory.

The details

Under the agreement, Decathlon Capital Partners will provide growth financing to Portfolio BI, a New York-based company that serves more than 175 top-tier clients with over $1 trillion in assets under management. The financial package is designed to meet Portfolio BI's needs without diluting existing shareholders or requiring any loss of management control.

  • The agreement was reached on February 26, 2026.

The players

Portfolio BI

A leading global provider of data solutions and services to the investment management community, empowering managers to deliver performance securely through data analytics and infrastructure advisory.

Decathlon Capital Partners

A growth capital firm that provides alternatives to traditional equity investment, offering customized growth-debt financing solutions to companies seeking long-term growth capital without dilution or loss of control.

Jonathan White

Chief Executive Officer of Portfolio BI.

Sumit Mahajan

Chief Operating Officer of Portfolio BI.

John Borchers

Managing Director of Decathlon Capital Partners.

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What they’re saying

“The advent of AI is a game changer in our pursuit of superior outcomes for clients. Stepping outside the traditional OMS/PMS and EDM workflow/reporting methodologies, our AI-driven tools enable private market asset managers to quickly and efficiently ingest and access the data they need to gauge performance, exposure and risk.”

— Jonathan White, Chief Executive Officer of Portfolio BI

“The financial package won't result in any dilution of the interests of the company's existing shareholders. The transaction doesn't require any loss of management control or change in governance. This growth funding, with its flexible amortization schedule and no cost for undrawn capital, is custom designed to meet the needs of Portfolio BI as it continues its strong growth trajectory.”

— Sumit Mahajan, Chief Operating Officer of Portfolio BI

“Decathlon Capital Partners is pleased to support the growth of Portfolio BI with a financial package that's tailored precisely to the company's needs.”

— John Borchers, Managing Director of Decathlon Capital Partners

What’s next

The investment will allow Portfolio BI to further enhance its AI-driven tools and expand customer support, strengthening its position as a trusted partner for alternative investment managers.

The takeaway

This investment in Portfolio BI's AI capabilities underscores the growing demand from private market asset managers for efficient data solutions that can help them quickly access and analyze performance, exposure and risk data to drive superior outcomes for their clients.