AI for Private Investments

AI for Private Investments

AI for Private Investments

AI Operating System

Your entire business on one AI CRM — speak custom agents into existence and automate everything. No code required.

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Discover IRIS

Family Offices

Institutional Investors

Asset Managers

As Seen On

Overview

Unlock Private Investments with AI

Centralize your data and deploy AI agents to automate critical tasks—so you never miss an opportunity or risk because of workplace slog

AI CRM

Seamless Financial Management

Purpose built for Private Investments

Fully AI data backbone for all contacts, deals, files and insights—to eliminate silos and spreadsheets.

AI Agents

Personalized Insights

Deploy Pre-Built AI Agents in One Click

Deploy AI Agents in One Click

Curated library of agents that work 24/7 for you to automate and scale your business.

IRIS

Proven Results

Conversational AI in your CRM

Talk to IRIS—generate memos, run analyses or pull up any deal data in seconds.

IRIS

The Future of Work is AI.

Investors and Fund Managers using IRIS will easily outpace competitors that fail to adapt to the rise of AI

Meet IRIS, your AI co-pilot

IRIS is your 24/7 AI partner—ask anything, run custom analyses, auto‐screen deals, draft memos, flag risks, benchmark opportunities, schedule tasks and instantly embed insights back into your CRM. Make every decision faster, smarter and data-driven.

Test Drive IRIS

Free during BETA

Free during BETA

Learns from your interactions

Learns from your interactions

CRM

Your Entire Business At Your Fingertips

Ask IRIS anything about your account and she will tell you everything you need to know

Step

01

Omnipresent Intelligence

IRIS unifies every email, note, contact, deal interaction and team action into one live, AI-powered database—so nothing ever slips through the cracks.

Step

02

Conversational Insights

Just ask IRIS anything about your relationships or pipeline. She’ll instantly surface the trends, patterns and next-best actions you need to grow every connection.

Step

03

Complete Files Synchronization

Syncs with your local and cloud drives—G-Drive, OneDrive, Dropbox—so IRIS not only sees every file but can also organize, update and tag them automatically, keeping your data always structured and up to date.

Step

04

Automated Workflows

From bulk emailing and list building to research and lead generation, IRIS handles the busy work—freeing you to focus on closing deals.

Step

01

Omnipresent Intelligence

IRIS unifies every email, note, contact, deal interaction and team action into one live, AI-powered database—so nothing ever slips through the cracks.

Step

02

Conversational Insights

Just ask IRIS anything about your relationships or pipeline. She’ll instantly surface the trends, patterns and next-best actions you need to grow every connection.

Step

03

Complete Files Synchronization

Syncs with your local and cloud drives—G-Drive, OneDrive, Dropbox—so IRIS not only sees every file but can also organize, update and tag them automatically, keeping your data always structured and up to date.

Step

04

Automated Workflows

From bulk emailing and list building to research and lead generation, IRIS handles the busy work—freeing you to focus on closing deals.

01

Omnipresent Intelligence

IRIS unifies every email, note, contact, deal interaction and team action into one live, AI-powered database—so nothing ever slips through the cracks.

02

Conversational Insights

Just ask IRIS anything about your relationships or pipeline. She’ll instantly surface the trends, patterns and next-best actions you need to grow every connection.

03

Complete Files Synchronization

Syncs with your local and cloud drives—G-Drive, OneDrive, Dropbox—so IRIS not only sees every file but can also organize, update and tag them automatically, keeping your data always structured and up to date.

04

Automated Workflows

From bulk emailing and list building to research and lead generation, IRIS handles the busy work—freeing you to focus on closing deals.

Investing

Flagship AI for Investors

Institutional Grade Deal Analysis

IRIS is triggered by incoming emails, does all the work, and organizes into your CRM

Step

01

Trigger & Data Collection

Investors forward pitch emails to dd@nvestiv.com, and IRIS automatically prompts capital raisers to upload their raise documents. IRIS then creates a comprehensive DataRoom using the data from those files, providing a streamlined setup for deeper evaluation.

Step

02

Inherent Deal Analysis

IRIS evaluates each deal’s fundamentals and understands how it stands as a viable investment—from pitchdeck, financials, SubDocs, to market positioning— providing an instant snapshot of key risks and opportunities. IRIS challenges every claim made in the data room , and searches its vast data sources to validate every claim.

Step

03

Comparison with Investment Criteria

IRIS benchmarks the deal's inherent investability against your unique pre-configured mandates and investment criteria. IRIS also compares against historical performance, peer groups, and sector benchmarks to highlight potential fits or red flags.

Step

04

Create and Log Deal Memo

IRIS automatically populates your CRM with every screened deal, ranks them in order of relevance and importance, and alerts your team of the most exciting opportunities. IRIS even automates introductions between the right parties if the deal score meets your requirements.

Step

01

Trigger & Data Collection

Investors forward pitch emails to dd@nvestiv.com, and IRIS automatically prompts capital raisers to upload their raise documents. IRIS then creates a comprehensive DataRoom using the data from those files, providing a streamlined setup for deeper evaluation.

Step

02

Inherent Deal Analysis

IRIS evaluates each deal’s fundamentals and understands how it stands as a viable investment—from pitchdeck, financials, SubDocs, to market positioning— providing an instant snapshot of key risks and opportunities. IRIS challenges every claim made in the data room , and searches its vast data sources to validate every claim.

Step

03

Comparison with Investment Criteria

IRIS benchmarks the deal's inherent investability against your unique pre-configured mandates and investment criteria. IRIS also compares against historical performance, peer groups, and sector benchmarks to highlight potential fits or red flags.

Step

04

Create and Log Deal Memo

IRIS automatically populates your CRM with every screened deal, ranks them in order of relevance and importance, and alerts your team of the most exciting opportunities. IRIS even automates introductions between the right parties if the deal score meets your requirements.

01

Trigger & Data Collection

Investors forward pitch emails to dd@nvestiv.com, and IRIS automatically prompts capital raisers to upload their raise documents. IRIS then creates a comprehensive DataRoom using the data from those files, providing a streamlined setup for deeper evaluation.

02

Inherent Deal Analysis

IRIS evaluates each deal’s fundamentals and understands how it stands as a viable investment—from pitchdeck, financials, SubDocs, to market positioning— providing an instant snapshot of key risks and opportunities. IRIS challenges every claim made in the data room , and searches its vast data sources to validate every claim.

03

Comparison with Investment Criteria

IRIS benchmarks the deal's inherent investability against your unique pre-configured mandates and investment criteria. IRIS also compares against historical performance, peer groups, and sector benchmarks to highlight potential fits or red flags.

04

Create and Log Deal Memo

IRIS automatically populates your CRM with every screened deal, ranks them in order of relevance and importance, and alerts your team of the most exciting opportunities. IRIS even automates introductions between the right parties if the deal score meets your requirements.

Capital Raising

Flagship AI for Asset Managers

DataRooms That Raise Capital

Create, share, and manage stunning data rooms that investors actually open and inspect

Pitching Deals Made Easy

Standardized DataRooms that are simple to make and share with investors

AI Guided Setup

IRIS starts with your pitchdeck as a template, and guides you in creating a complete data room that houses data and files in one place.

Direct Sharing By Email

Share directly with investors in your CRM or by entering their email address. We handle the sending and we make sure that they land in the inbox, not junk.

Track Engagement & Analytics

Knowledge is power. See how investors interact with your files, what they click, how long they spend reviewing, and control access via built-in NDAs and access revocation.

Get started free

Sample DataRoom

Pitching Deals Made Easy

Standardized DataRooms that are simple to make and share with investors

AI Guided Setup

IRIS starts with your pitchdeck as a template, and guides you in creating a complete data room that houses data and files in one place.

Direct Sharing By Email

Share directly with investors in your CRM or by entering their email address. We handle the sending and we make sure that they land in the inbox, not junk.

Track Engagement & Analytics

Knowledge is power. See how investors interact with your files, what they click, how long they spend reviewing, and control access via built-in NDAs and access revocation.

Get started free

Sample DataRoom

Pitching Deals Made Easy

Standardized DataRooms that are simple to make and share with investors

AI Guided Setup

IRIS starts with your pitchdeck as a template, and guides you in creating a complete data room that houses data and files in one place.

Direct Sharing By Email

Share directly with investors in your CRM or by entering their email address. We handle the sending and we make sure that they land in the inbox, not junk.

Track Engagement & Analytics

Knowledge is power. See how investors interact with your files, what they click, how long they spend reviewing, and control access via built-in NDAs and access revocation.

Get started free

Sample DataRoom