Solutions
Manage the portfolio. Keep every asset's evidence connected.
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Querya in numbers
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Documents organized
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Transactions & data rooms
Use cases
A portfolio is more than a collection of folders. Querya lets asset managers, investors and family offices connect and manage portfolios in the app, with the documentation behind each asset available for review. Move from a portfolio-level question to the relevant project records without separating the decision from its evidence.
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Bring your portfolios into Querya and manage the supporting documents in their project context. Connect existing storage or upload files, then use naming conventions, tags, summaries and folders to keep agreements, valuations and reports easy to locate.
02
Use the Agent to investigate contractual obligations, reported figures or the assumptions in a valuation. Apply a consistent set of review questions to the relevant asset records and follow each answer to its source. Check differences in the documents before drawing portfolio-level conclusions.
03
Prepare focused document reviews for investment teams, external advisors or a planned acquisition or disposal. Share the relevant records through controlled access and keep document questions and comments together. The portfolio context remains useful while each review stays focused on the assets involved.
Acquisition documents establish the starting point; agreements, valuations and ongoing reports add context over time. Keep these records organized around the assets they describe so they remain useful for internal oversight, advisor reviews and the next transaction.
Organize documents and connect every finding to its source.
I'm Querya. How can I help?
Berlin · Riverside
Ask questions across your documents and follow the evidence.
Erlangen · Lindenhof
Bring buyers and advisors into a controlled document review.
Structured comparison across documents. Coming soon.
