Portfolio intelligence

Shared knowledge on your portfolio's capabilities for every department

Portfolio knowledge for procurement, R&D and risk, in Microsoft Teams, Copilot, Claude or any AI assistant that speaks MCP.

A supplier portfolio table and map, askable from Matchory, Gemini, Claude, ChatGPT or Copilot
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Robert
// Master Data Manager

Which supplier records in our ERP are duplicates of the same company?

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Jim
// Category Manager

Which of our die-casting suppliers also hold IATF 16949?

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Emma
// Sourcing Manager

Before I look outside: who in our network can already laser-cut and bend stainless sheet?

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Lena
// Technical Project Lead

Which of our suppliers hold patents in fibre-reinforced composites?

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Sophie
// Supplier Quality Manager

Whose ISO 9001 certificate expires in the next six months?

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Levander
// Head of Supply Chain Risk

Where do we depend on one company, or on one country, for a critical part?

Abstract logo featuring three interconnected black rounded lines forming a stylized 'M' shape on a white background.
Tom
// Sustainability Lead

Which of our suppliers publish a CO₂ footprint for their products?

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Anna
// Strategic Buyer

Who could take over this part if our current supplier drops out?

How to make use of what your portfolio already offers

Five things every team gets from one shared portfolio.

Portfolio

From scattered recordsto one central view.

Suppliers sit in ERP exports, SRM and spreadsheets under different names, so nobody sees the full picture.

  • Every supplier resolved to one Matchory ID
  • Capabilities, sites and certificates side by side
  • Your spend and contracts beside them
The portfolio as one table, one resolved row per company
The portfolio as one table, one resolved row per company
25k
resolved companies, one view
Views

From rigid exportsto views for every team.

Procurement, R&D and Risk each rebuild the same supplier list in their own pivot table.

  • Filter by capability, region or certificate
  • Group by category, site or risk
  • Save a view and share it
The risk team’s saved view: five risk dimensions on every company
The risk team’s saved view: five risk dimensions on every company
The view menu with views saved by risk, category, R&D, quality and sustainability
6
team views, saved on one shared list
Ask

From days of analysisto answers via MCP.

“How concentrated is our category spend, and who else could take it?” takes days of emails and spreadsheets.

  • In Teams, Copilot or Claude via MCP
  • Answered from resolved profiles, not guesses
  • Every answer links to its source
Ask your portfolio: four suppliers named in answer to a question, each one a link
Ask your portfolio: four suppliers named in answer to a question, each one a link
1 in 3
supplier websites an AI names from memory do not exist
Evidence

From undocumented evaluationsto evidence on the record.

A month later, nobody can find the reasoning behind a supplier score.

  • Scores kept with the quote and source behind them
  • Every value marked with where it came from
  • Unknown stays marked unknown
A supplier’s compliance tab
A supplier’s compliance tab
Certificates with number, document and validity
5
certificates, each with number, document and validity
Audit

From untraceable decisionsto audit-ready, any time.

When an auditor or a new colleague asks why, the answer has to be reconstructed from memory.

  • Who asked what, and when
  • Every value dated and sourced
  • You decide, the evidence stays on record
A supplier’s team discussion: dated notes from quality, category and commercial
A supplier’s team discussion: dated notes from quality, category and commercial
1
resolved source to audit your portfolio companies
Connect

Works where your teams already are

Microsoft Teams and Copilot, Claude or any assistant that speaks MCP, with one sign-in.

Built for Enterprise Trust.

ISO 27001 certified, GDPR compliant, EU-sovereign by default — Matchory clears the security and compliance bar your enterprise customers already expect.

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ISO 27001
Certified information security
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GDPR Compliant
Built to EU data-protection law
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Hosted in Germany
Data stored in German data centers
BMWK – Bundesministerium für Wirtschaft und Klimaschutz
Government-funded
Backed by Germany's Federal Ministry
Gartner Cool Vendor
Procurement category, 2023
EU-sovereign hostingRole-based accessFull audit trailSSO + encryption
Portfolio intelligence

See it on your own portfolio

Book a walkthrough

See Copilot answer your portfolio questions.

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Talk to us

Walk through your use case with the team.

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