Name

PortfolioX

Legal name

RaiderX, LLC

Website

https://portfolio.raiderx.net

Company type

Private

Founded year

2024

Operating status

Operating

Ownership category

akta.pro rank

Product category

Property Management Software

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Hospitality (Hotels & Resorts) Asset Management (BPAJAMAE)

Keywords

• Property management software
• Rental property accounting
• Tenant screening services
• Online rent collection
• Real estate portfolio management

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Operations, Personnel, Marketing or Sales, Infrastructure, Others

Revenue model

1. SaaS Subscription: Tiered subscription pricing from free (1 property) to Property Management plan ($149/mo) with annual billing at 17% discount. Revenue scales with customer portfolio size as they upgrade tiers. Primary revenue stream.
2. Payment Processing: Platform facilitates rent payments, back rent payments, screening fees, and owner distributions through Stripe. Platform earns per-transaction fees on payment processing. Tenant screening fees paid by applicants or landlords through Stripe Checkout.
3. Tenant Screening Services: Fee-based tenant screening through TenantScreeningX (TazAPI) for credit, background, eviction, and income reports plus Plaid IDV. Fees are paid by applicants or absorbed by landlords.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

PortfolioX is a multi-tenant SaaS platform for managing rental real estate portfolios, combining GL-based double-entry accounting, online rent collection via Stripe, tenant screening through TazAPI, lease and eviction management, and AI-powered tools (TenantLine phone assistant, AI Manager Assistant, AI Maintenance Triage). It serves independent landlords, portfolio investors, and property management companies through tiered subscriptions ranging from a free tier for one property to a $149/month Property Management plan with PMC Business OS, trust accounting, and owner portal.

Product overview

PortfolioX is a single unified SaaS platform for rental property management, consisting of a core platform with integrated modules: property and lease tracking, GL-based double-entry accounting with 60+ chart of accounts, Plaid bank feeds with AI categorization, tenant screening (TazAPI), property listings with XML syndication (Zillow, Apartments.com, Zumper), eviction management, online rent payments via Stripe, AI Manager Assistant for drafting communications and portfolio queries, TenantLine AI phone assistant for 24/7 tenant call handling, PropertyCam photo documentation with GPS-stamping and inspections, native iOS and Android apps for managers/tenants/owners (100+ screens with offline support), Owner Portal for investor transparency, and PMC Business OS for property management company operations. The platform serves independent landlords, portfolio investors, and property management companies with tiered pricing from free to $149/month.

Differentiator

Problem solved

Functional benefit

Products and services

• PortfolioX Platform Multi-tenant SaaS platform for managing rental real estate investment portfolios. Includes property and lease tracking, GL-based double-entry accounting with 60+ chart of accounts, Plaid bank feeds with AI categorization, tenant screening via TazAPI, property listings with XML syndication to Zillow, Apartments.com, and Zumper, eviction management, online rent payments via Stripe, AI Manager Assistant, TenantLine AI phone assistant, and native iOS and Android apps for managers, tenants, and owners. Sells to landlords, investors, and property management companies via tiered subscription plans.

Quantifiable outcome

• Automated reminders prevent missed insurance renewals and tax deadlines
• +2 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability9 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core and minor.

• StripecoreTechnology or IntegrationPayment processing for rent payments, back rent collection, screening application fees, subscription billing, and property owner distributions via Stripe Connect. PCI-DSS Level 1 certified. All payment credentials handled exclusively by Stripe.
• Plaid (Financial Account Linking)coreTechnology or IntegrationBank account linking and transaction data retrieval for accounting purposes. SOC 2 Type II and ISO 27001 certified. Users connect bank accounts through Plaid Link; PortfolioX receives account metadata and transaction data for matching against property income and expenses.
• Plaid (Identity Verification)coreTechnology or IntegrationIdentity verification for rental applicants including government ID verification, selfie and facial recognition (biometric data), KYC checks, and phone verification. Plaid collects, processes, and stores all identity documents and biometric data; PortfolioX only receives verification status and match result summaries.
• TenantScreeningX (TazAPI)coreTechnology or IntegrationTenant background screening services including criminal records, credit reports, eviction records, rental history, identity checks, and verification services. Consumer reporting agency handling sensitive applicant data (SSN, date of birth, address history) directly. PortfolioX only receives screening result summaries and order status.
• RaiderX Preferred Partner Vendor NetworkminorChannel Partner/ Reseller/ DistributorPreferred partner vendor directory connecting property managers with local service providers for maintenance, repairs, and other property-related services. User contact information and property location data may be shared to facilitate vendor contact requests.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Hemlane: Hemlane is a SaaS property management platform that combines software with optional agent leasing services for independent landlords and small portfolios. It targets the same SMB landlord persona as PortfolioX's free tier and lower paid plans.
• AppFolio: AppFolio is a publicly-traded property management SaaS platform for residential and commercial portfolios. PortfolioX markets against AppFolio on its comparison pages; both target landlords and PMCs with tiered subscription pricing and full-stack feature sets.
• Buildium: Buildium is a leading SaaS property management platform serving small-to-mid landlords and residential property managers. PortfolioX explicitly cites it as a primary comparison target on its website, making it the most direct head-to-head competitor.
• DoorLoop: DoorLoop is a relatively newer AI-forward property management platform that has rapidly gained traction with SMB landlords and PMCs. It is explicitly named by PortfolioX as a comparison target and overlaps heavily on AI features and tiered pricing for SMBs.
• TenantCloud: TenantCloud is a property management SaaS popular with independent landlords and small landlords, with a freemium tier. PortfolioX explicitly competes with TenantCloud for the SMB landlord segment and lists it as a comparison target.
• Rent Manager: Rent Manager (by London Computer Systems) is a long-standing property management software suite used by many mid-market PMCs and apartment operators. PortfolioX lists it as a comparison target, and Rent Manager overlaps on trust accounting, GL, and PMC feature sets.
• Propertyware: Propertyware is a property management platform built for single-family rental portfolio investors and small PMCs. PortfolioX cites Propertyware as a competitor; both target investor-landlords with portfolios who need accounting and tenant operations in one place.

Regional players

• PayProp: PayProp is a property management and rent collection platform popular with letting agents and landlords in the UK, South Africa, and Australia. It is comparable as an SMB-focused property management SaaS, though it primarily serves markets outside North America where PortfolioX is governed.

Broad incumbents

• RealPage: RealPage is a large real estate software and data analytics provider owned by Thoma Bravo, offering property management, screening (Buildium's parent), and adjacent solutions. It serves institutional landlords and multifamily operators at a much larger scale than PortfolioX.
• Yardi: Yardi is a large, established real estate software suite covering property management, accounting, and CRM for commercial and residential portfolios of all sizes. As a broad incumbent it overlaps with PortfolioX's PMC and residential landlord capabilities, but serves a much larger enterprise scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PortfolioX