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AdvanceIQ.ai Brings PortIQ Portfolio Intelligence to LendSaaS


AdvanceIQ.ai is expanding its footprint in the MCA and revenue-based financing market through a new integration that brings its PortIQ portfolio intelligence platform into LendSaaS.


The move gives LendSaaS users access to live portfolio reporting, performance analytics, profitability insights, and risk monitoring inside the lending software environment they already use.


That matters because, as portfolios grow, funders need better visibility into what is actually happening after deals are funded. Anyone can fund deals and put money out, but portfolio performance is key to a successful funding business. I've talked to smaller funders over the years who thought they were making a profit, but once they dove deeper into their portfolio analytics over several years and across many vintages, they realized they weren't.


AdvanceIQ.ai Brings PortIQ Portfolio Intelligence
For demonstration

Originators may have more data than ever, but that does not always mean they have more clarity.


“Originators have never had more data and less time to make sense of it,” Tomo, founder of AdvanceIQ.ai, told Funder Intel. “PortIQ on LendSaaS changes that. It turns the portfolio data they already have into real-time intelligence they can actually act on.”

That is the central point of the integration.


PortIQ is not simply another reporting dashboard. It is meant to help funders turn portfolio data into usable intelligence: where performance is improving, where risk is building, which trends are affecting profitability, and how originators should think about future capital deployment.


The integration also builds on AdvanceIQ.ai’s earlier SMB RiskIQ, or SRI, integration with LendSaaS. SRI is designed to help evaluate risk before funding. PortIQ helps monitor performance after funding.


Together, the two products give funders a more connected view of the deal lifecycle, from initial risk assessment to portfolio-level performance.


For LendSaaS users, there is great value in the convenience it provides. Rather than pulling data into disconnected spreadsheets or separate systems, users can access AdvanceIQ.ai’s portfolio intelligence inside their existing workflow.


For the broader MCA and RBF market, the announcement demonstrates how Funders have become more data-driven, investors are asking for better reporting, and portfolio management is becoming just as important as origination volume.

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