PRICING & PLANS

Pricing That Scales With You

Monthly

Yearly

Starter

For individuals seeking an investment specific CRM.

What's Included

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Core OS

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20 Free IRIS credits

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1 User

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No Mobile Chat Access

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AI Notetaker Integration

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All Integrations

Popular

AI Pro

The full connectivity experience — built for small to medium sized teams.

$200

$200

Per account/month

Everything in FREE plan, plus

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Up to 5 users

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Unlimited Usage

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All Integrations

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Mobile IRIS Chat

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Priority Support

AI Ultra

For investment firms using our specialized workflow automations.

$3000

$3000

Everything in AI Pro, plus

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Diligence AI

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Raise AI

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Build & Deploy Custom Agents

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Investment Workflows

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AI Document Creation

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Dedicated Support

PRICING & PLANS

Pricing That Scales With You

Monthly

Yearly

Starter

For individuals seeking an investment specific CRM.

What's Included

feature card icon

Core OS

feature card icon

20 Free IRIS credits

feature card icon

1 User

feature card icon

No Mobile Chat Access

feature card icon

AI Notetaker Integration

feature card icon

All Integrations

Popular

AI Pro

The full connectivity experience — built for small to medium sized teams.

$200

$200

Per account/month

Everything in FREE plan, plus

feature card icon

Up to 5 users

feature card icon

Unlimited Usage

feature card icon

All Integrations

feature card icon

Mobile IRIS Chat

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Priority Support

AI Ultra

For investment firms using our specialized workflow automations.

$3000

$3000

Everything in AI Pro, plus

feature card icon

Diligence AI

feature card icon

Raise AI

feature card icon

Build & Deploy Custom Agents

feature card icon

Investment Workflows

feature card icon

AI Document Creation

feature card icon

Dedicated Support

PRICING & PLANS

Pricing That Scales With You

Monthly

Yearly

Starter

For individuals seeking an investment specific CRM.

What's Included

feature card icon

Core OS

feature card icon

20 Free IRIS credits

feature card icon

1 User

feature card icon

No Mobile Chat Access

feature card icon

AI Notetaker Integration

feature card icon

All Integrations

Popular

AI Pro

The full connectivity experience — built for small to medium sized teams.

$200

$200

Per account/month

Everything in FREE plan, plus

feature card icon

Up to 5 users

feature card icon

Unlimited Usage

feature card icon

All Integrations

feature card icon

Mobile IRIS Chat

feature card icon

Priority Support

AI Ultra

For investment firms using our specialized workflow automations.

$3000

$3000

Everything in AI Pro, plus

feature card icon

Diligence AI

feature card icon

Raise AI

feature card icon

Build & Deploy Custom Agents

feature card icon

Investment Workflows

feature card icon

AI Document Creation

feature card icon

Dedicated Support

Note: "Per account" refers to every connected email account in the Organization. This can include multiple emails from the same user, and/or one email per multiple users.

Enterprise

For institutions with advanced workflows and security requirements.

Everything in AI Ultra, plus

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Team Workspaces

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Custom Fields & Properties

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CSV imports & exports

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SSO + Advanced Permissions

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Dedicated Servers

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Dedicated Onboarding + Support

Pricing Details

Full Comparison Table

Swipe to compare →
Features Starter AI Pro AI Ultra
Plan Price Free $200/account/mo $3,000/account/mo
Users 1 Up to 5 Custom
IRIS Credits 20 Free Unlimited Unlimited
Core OS
All Integrations
AI Notetaker Integration
Mobile IRIS Chat
Priority Support
Diligence AI
Raise AI
Build & Deploy Custom Agents
Investment Workflows
AI Document Creation
Dedicated Support

FAQ

Frequently asked questions

Got any Questions?

Let us know! 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?

FAQ

Frequently asked questions

Got any Questions?

Let us know! 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?

FAQ

Frequently asked questions

Got any Questions?

Let us know! 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

Usher in the future of private investments

Create your free account and let IRIS give you superpowers

Create your free account and let IRIS give you superpowers