Portfolio Publishing Overview

  • Founded
  • 1995
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Portfolio Publishing General Information


Developer of financial planning software products. The company's financial modelling tool enables organizations to prepare sophisticated plans and forecasts, calculating changes in seconds.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Primary Office
  • 411-11523 100 Avenue
  • Edmonton, Alberta T5K 0J8
  • Canada
+1 (780) 000-0000
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Portfolio Publishing Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Portfolio Publishing Executive Team (2)

Name Title Board Seat Contact Info
Dave Faulkner Co-Founder
Philip Leroux Co-Founder
To view Portfolio Publishing’s complete executive team members history, request access »