Now available in Saudi Arabia

AI-Powered Portfolio Intelligence

Monitor, analyze, and optimize your investment portfolio with real-time AI insights.

7-day free trial · No credit card required · Cancel anytime

7-Day

Free Trial

3 Plans

Starting at 299 SAR

AI-Powered

Analysis

0%

Data Security

Everything you need to manage your portfolio

Powerful tools designed for investment teams managing multiple portfolio companies.

📊

AI Health Scores

Automatic scoring for every portfolio company based on financial data and market signals.

📈

Financial Statements

Income statements and cash flow analysis with SOCPA-compliant structure.

🔔

Smart Alerts

Real-time runway and risk alerts when companies need attention.

📄

Executive Reports

One-click PDF reports for board meetings and stakeholder updates.

🌐

Bilingual

Full Arabic and English support with proper RTL layout throughout.

🔒

Role-based Access

Admin, Analyst, and Partner roles with granular permission controls.

How it works

Three steps to portfolio intelligence.

01

Add your portfolio companies

Set up your companies with sectors, ownership, and SLA schedules.

02

Upload financial statements

Enter data manually or upload Excel files — AI extracts the numbers.

03

Get AI-powered insights

Health scores, risk alerts, and executive summaries generated instantly.

See it in action

A glimpse at how Datrix helps you monitor your entire portfolio from a single dashboard.

Critical Alert

CloudBase runway below 3 months — requires immediate attention.

Watch List

DataSync operating margins declined 15% quarter-over-quarter.

Portfolio Health Distribution

42M SAR

Total AUM

72

Avg Health

8

Open Actions

24

Analyses

Simple, transparent pricing

7-day free trial included. No credit card required.

Starter

299SAR/mo

per month, billed monthly

  • Up to 3 users
  • 5 portfolio companies
  • AI health scores
  • PDF reports
  • Email support
Start Free Trial

7-day free trial included

Most Popular

Growth

699SAR/mo

per month, billed monthly

  • Up to 10 users
  • 15 portfolio companies
  • AI health scores
  • PDF reports
  • Priority support
  • Balance sheet analysis
Start Free Trial

7-day free trial included

Scale

1,499SAR/mo

per month, billed monthly

  • Up to 25 users
  • 40 portfolio companies
  • AI health scores
  • PDF reports
  • Dedicated support
  • Custom integrations
  • API access
Start Free Trial

7-day free trial included

Enterprise

Custom

per month, billed monthly

  • Unlimited users
  • Unlimited companies
  • Full API access
  • SLA guarantee
  • Custom onboarding
  • Dedicated account manager
Contact Us

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