AI for
AI for
Your firm's most valuable intelligence is trapped across a dozen tools. We connect all of it, build your institutional memory, and run AI agents and workflows on top.
Your firm's most valuable intelligence is trapped across a dozen tools. We connect all of it, build your institutional memory, and run AI agents and workflows on top.
IRIS
Agent Mode
Stategize
Research
IRIS
Agent Mode
Stategize
Research
IRIS
Agent Mode
Stategize
Research
Trusted by 150,000+ users worldwide
Trusted by 150,000+ users worldwide
Trusted by 150,000+ users worldwide
Mission
AI is useless without Context
General AI doesn't know your firm or your ethos
Your relationships, history, and judgment are scattered and inaccessible.
Nvestiv connects your stack and turns it into institutional intelligence.
We compound your knowledge so you can compound returns.
General AI doesn't know your firm or your ethos
Your relationships, history, and judgment are scattered and inaccessible.
Nvestiv connects your stack and turns it into institutional intelligence.
We compound your knowledge so you can compound returns.
General AI doesn't know your firm or your ethos
Your relationships, history, and judgment are scattered and inaccessible.
Nvestiv connects your stack and turns it into institutional intelligence.
We compound your knowledge so you can compound returns.
Problem
Your CRM Will Always Be An Afterthought
People are lazy. Your systems are garbage in, garbage out
Seamless Data Integration Process
Seamless Data Integration Process
Your deals live in emails. Your relationships live in memory. Your files live in folders nobody opens. IRIS aggregates your data from their silos, and auto populates your CRM so you aren’t at the mercy of your team’s diligence.
Institutional Memory
Nvestiv Is Your Second Brain
Your data has no value if it can't be reached
Seamless Data Integration Process
Seamless Data Integration Process
Every relationship built. Every deal passed on and why. Every lesson learned the hard way. It exists — scattered across emails, files, and people's heads.
Seamless Data Integration Process
Seamless Data Integration Process
IRIS keeps a persistent memory of everything and makes it available for AI agents to use in your work.
Seamless Data Integration Process
Seamless Data Integration Process
IRIS
Meet IRIS
Ask anything. Execute everything. Anywhere and everywhere.
There's a very easy way to get to know IRIS and see what she can do. Talk to her!
Conversation Is The New UI
Knows Everything
IRIS connects to every system you have such as accounting, portfolio management, and more.
Knows Everything
IRIS connects to every system you have such as accounting, portfolio management, and more.
Knows Everything
IRIS connects to every system you have such as accounting, portfolio management, and more.
Truly Agentic
Run workflows, pull intel, and get work done through conversation. You talk, IRIS does.
Truly Agentic
Run workflows, pull intel, and get work done through conversation. You talk, IRIS does.
Truly Agentic
Run workflows, pull intel, and get work done through conversation. You talk, IRIS does.
Now on Mobile
IRIS is true power in your pocket. Talk to her from anywhere you need her- like at an event, in the car, or at the gym.
Now on Mobile
IRIS is true power in your pocket. Talk to her from anywhere you need her- like at an event, in the car, or at the gym.
Now on Mobile
IRIS is true power in your pocket. Talk to her from anywhere you need her- like at an event, in the car, or at the gym.
Productivity
Never Again Miss A Beat
Your to-do list runs itself
IRIS monitors everything happening across your emails, meetings, and connected channels — and builds your task board automatically. Cards move from “To-do” to “In-progress” to “Done” based your team’s real activity. Dropped balls get flagged before they become disasters.
Your to-do list runs itself
IRIS monitors everything happening across your emails, meetings, and connected channels — and builds your task board automatically. Cards move from “To-do” to “In-progress” to “Done” based your team’s real activity. Dropped balls get flagged before they become disasters.
Your to-do list runs itself
IRIS monitors everything happening across your emails, meetings, and connected channels — and builds your task board automatically. Cards move from “To-do” to “In-progress” to “Done” based your team’s real activity. Dropped balls get flagged before they become disasters.
Superhuman meeting preparation
Before every meeting, IRIS sends you a brief — the goal, the relationship history, open items, what to watch for, and exactly what to discuss. IRIS lets you start every conversation starts with the full picture, so that you can end with a true win.
Superhuman meeting preparation
Before every meeting, IRIS sends you a brief — the goal, the relationship history, open items, what to watch for, and exactly what to discuss. IRIS lets you start every conversation starts with the full picture, so that you can end with a true win.
Superhuman meeting preparation
Before every meeting, IRIS sends you a brief — the goal, the relationship history, open items, what to watch for, and exactly what to discuss. IRIS lets you start every conversation starts with the full picture, so that you can end with a true win.
Productivity reports daily and weekly
Accountability is the precursor of performance. IRIS sends you daily and weekly reports summarizing your activities, surfacing insights about your activity levels, conversion rates, strengths, weaknesses, and tips on how to improve, and most importantly, your critical next steps.
Productivity reports daily and weekly
Accountability is the precursor of performance. IRIS sends you daily and weekly reports summarizing your activities, surfacing insights about your activity levels, conversion rates, strengths, weaknesses, and tips on how to improve, and most importantly, your critical next steps.
Productivity reports daily and weekly
Accountability is the precursor of performance. IRIS sends you daily and weekly reports summarizing your activities, surfacing insights about your activity levels, conversion rates, strengths, weaknesses, and tips on how to improve, and most importantly, your critical next steps.
Due Diligence
Institutional Due Diligence To 100x Your Team
Deals arrive screened
IRIS detects an inbound deal, triggers the intake, and collects everything from the applicant automatically. By the time it hits your dashboard, it comes with a full L1 report, a go/no-go score, and the exact questions to ask if you take the meeting.
Deals arrive screened
IRIS detects an inbound deal, triggers the intake, and collects everything from the applicant automatically. By the time it hits your dashboard, it comes with a full L1 report, a go/no-go score, and the exact questions to ask if you take the meeting.
Deals arrive screened
IRIS detects an inbound deal, triggers the intake, and collects everything from the applicant automatically. By the time it hits your dashboard, it comes with a full L1 report, a go/no-go score, and the exact questions to ask if you take the meeting.
Datarooms simplified
IRIS automatically imports entire datarooms and analyzes them at scale, flags structural issues, and surfaces every concern worth raising. Need independent validation? Order an ODD report through our integrated partner network directly.
Datarooms simplified
IRIS automatically imports entire datarooms and analyzes them at scale, flags structural issues, and surfaces every concern worth raising. Need independent validation? Order an ODD report through our integrated partner network directly.
Datarooms simplified
IRIS automatically imports entire datarooms and analyzes them at scale, flags structural issues, and surfaces every concern worth raising. Need independent validation? Order an ODD report through our integrated partner network directly.
IC Memo in minutes
In-house document generator where IRIS auto-generates a bespoke IC memo from everything it knows — research, flags, data room, calls. Chat with IRIS to refine and collaborate towards a final output that is exactly what you need it to be.
IC Memo in minutes
In-house document generator where IRIS auto-generates a bespoke IC memo from everything it knows — research, flags, data room, calls. Chat with IRIS to refine and collaborate towards a final output that is exactly what you need it to be.
IC Memo in minutes
In-house document generator where IRIS auto-generates a bespoke IC memo from everything it knows — research, flags, data room, calls. Chat with IRIS to refine and collaborate towards a final output that is exactly what you need it to be.
Capital Raising
One Dataroom. Raise Infinitely
IRIS de-mystifies your capital raise
IRIS audits your deal when you create it, guides you exactly how to make it a no-brainer.
AI investor matching based on the actual holdings and activity patterns of investors.
Controlled distribution to your contacts, while IRIS automatically updates your funnel based on real time engagement to your deal.
IRIS de-mystifies your capital raise
IRIS audits your deal when you create it, guides you exactly how to make it a no-brainer.
AI investor matching based on the actual holdings and activity patterns of investors.
Controlled distribution to your contacts, while IRIS automatically updates your funnel based on real time engagement to your deal.
IRIS de-mystifies your capital raise
IRIS audits your deal when you create it, guides you exactly how to make it a no-brainer.
AI investor matching based on the actual holdings and activity patterns of investors.
Controlled distribution to your contacts, while IRIS automatically updates your funnel based on real time engagement to your deal.
Audience
Built For Everyone In Private Markets
Family Offices
We’ve built workflows tailored to how family offices operate — managing deal flow, creating memos, conducting research, benchmarking opportunities, and tracking introductions. Nvestiv gives small teams the scale and leverage of a fully staffed investment operation.
Family Offices
We’ve built workflows tailored to how family offices operate — managing deal flow, creating memos, conducting research, benchmarking opportunities, and tracking introductions. Nvestiv gives small teams the scale and leverage of a fully staffed investment operation.
Family Offices
We’ve built workflows tailored to how family offices operate — managing deal flow, creating memos, conducting research, benchmarking opportunities, and tracking introductions. Nvestiv gives small teams the scale and leverage of a fully staffed investment operation.
Institutions
Institutions run complex, high-volume workflows across research, investment, IR, and operations. Nvestiv keeps every relationship, opportunity, document, and update aligned, giving teams a single, coordinated intelligence layer that reduces complexity across the entire organization.
Institutions
Institutions run complex, high-volume workflows across research, investment, IR, and operations. Nvestiv keeps every relationship, opportunity, document, and update aligned, giving teams a single, coordinated intelligence layer that reduces complexity across the entire organization.
Institutions
Institutions run complex, high-volume workflows across research, investment, IR, and operations. Nvestiv keeps every relationship, opportunity, document, and update aligned, giving teams a single, coordinated intelligence layer that reduces complexity across the entire organization.
Wealth Managers
Modern wealth management goes beyond portfolios. Nvestiv helps advisors track client interests, surface private investment opportunities, coordinate introductions, and stay proactive — delivering a more informed, differentiated client experience.
Wealth Managers
Modern wealth management goes beyond portfolios. Nvestiv helps advisors track client interests, surface private investment opportunities, coordinate introductions, and stay proactive — delivering a more informed, differentiated client experience.
Wealth Managers
Modern wealth management goes beyond portfolios. Nvestiv helps advisors track client interests, surface private investment opportunities, coordinate introductions, and stay proactive — delivering a more informed, differentiated client experience.
Asset Managers
Raising capital demands speed, clarity, and precision. Nvestiv creates AI agents that help fund managers identify LPs, run targeted outreach, manage follow-ups, prepare materials, and close raises faster with less friction.
Asset Managers
Raising capital demands speed, clarity, and precision. Nvestiv creates AI agents that help fund managers identify LPs, run targeted outreach, manage follow-ups, prepare materials, and close raises faster with less friction.
Asset Managers
Raising capital demands speed, clarity, and precision. Nvestiv creates AI agents that help fund managers identify LPs, run targeted outreach, manage follow-ups, prepare materials, and close raises faster with less friction.
Service Providers
Advisors, lawyers, accountants, consultants, and intermediaries win by delivering insight and responsiveness. Nvestiv helps service providers understand client needs, track every interaction, surface opportunities, coordinate introductions, and deliver higher-value support — without the operational overhead.
Service Providers
Advisors, lawyers, accountants, consultants, and intermediaries win by delivering insight and responsiveness. Nvestiv helps service providers understand client needs, track every interaction, surface opportunities, coordinate introductions, and deliver higher-value support — without the operational overhead.
Service Providers
Advisors, lawyers, accountants, consultants, and intermediaries win by delivering insight and responsiveness. Nvestiv helps service providers understand client needs, track every interaction, surface opportunities, coordinate introductions, and deliver higher-value support — without the operational overhead.
Startups
Founders spend too much time chasing investors and managing chaos. Nvestiv helps startups identify aligned investors, organize outreach, track conversations, manage data rooms, and run a disciplined, professional capital-raising process from day one.
Startups
Founders spend too much time chasing investors and managing chaos. Nvestiv helps startups identify aligned investors, organize outreach, track conversations, manage data rooms, and run a disciplined, professional capital-raising process from day one.
Startups
Founders spend too much time chasing investors and managing chaos. Nvestiv helps startups identify aligned investors, organize outreach, track conversations, manage data rooms, and run a disciplined, professional capital-raising process from day one.
Frequently Asked Questions
Got additional Questions?
Reach out and our team will get right back to you.
What exactly is Nvestiv?
Nvestiv is an AI operating system for private investment firms. It connects to your entire tech stack — email, files, meetings, investment tools — and builds a living intelligence layer from everything your firm knows. IRIS is the AI interface that sits on top, letting you ask questions, run workflows, and execute work across all your systems through conversation.
How is this different from Salesforce, HubSpot, or DealCloud?
Do we have to replace our other tools?
How long does it take to get up and running?
Is my firm's data secure?
What does the due diligence workflow actually produce?
Who is Nvestiv built for?
How much does it cost?
Usher in the future of private investments
Create your free account and let IRIS give you superpowers
Usher in the future of private investments
Create your free account and let IRIS give you superpowers