The CRM Built For Private Investments.
The CRM Built For Private Investments.
IRIS captures your relationships, files, meetings, and activity automatically, and keeps everything accurate, organized, and always up to date.
IRIS captures your relationships, files, meetings, and activity automatically, and keeps everything accurate, organized, and always up to date.
IRIS
Agent Mode
Stategize
Research
IRIS
Agent Mode
Stategize
Research
IRIS
Agent Mode
Stategize
Research
Audience
Audience
Built for every role 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.
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.
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.
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.
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.
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.
Audience
Built for every role 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.
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.
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.
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.
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.
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.
News Flash
News Flash
News Flash
CRMs Were Never Fine — We Just Pretended They Were
Traditional CRMs stay empty because they rely on discipline.
Traditional CRMs stay empty because they rely on discipline.
In private markets, everything lives across emails, files, calls, documents, and conversations — so generic CRMs never capture the real picture.
Nvestiv changes this by doing the work for you.
It reads your activity, understands who people are, what deals you’re discussing, and what’s happening — then updates itself automatically.
AI Native
AI Native
AI Native
Conversation is the new User Experience
Stop Manually Clicking Through apps. Just talk to IRIS.
Stop Manually Clicking Through apps. Just talk to IRIS.
Stop Manually Clicking Through apps
Seamless Data Integration Process
Seamless Data Integration Process
Instead of digging through fields and filters, you use your CRM through conversation.
Seamless Data Integration Process
Seamless Data Integration Process
Ask any question- IRIS will answer.
Your work is scattered across apps that don’t talk to each other.
Your work is scattered across apps that don’t talk to each other.
Order any task- IRIS will execute.
Your intel is buried in notifications you don’t have time to open.
Your intel is buried in notifications you don’t have time to open.
Emails
Emails
Emails
Your CRM Builds Itself
Connect your inbox once.
IRIS ingests years of relationship history, identifies every person and firm you interact with, reconstructs timelines, and creates clean records instantly.
Connect your inbox once.
IRIS ingests years of relationship history, identifies every person and firm you interact with, reconstructs timelines, and creates clean records instantly.
Connect your inbox once.
IRIS ingests years of relationship history, identifies every person and firm you interact with, reconstructs timelines, and creates clean records instantly.
New emails update CRM in real time.
Cloud drives, attachments, DataRooms, and shared folders — all organized and searchable in one place.
New emails update CRM in real time.
Cloud drives, attachments, DataRooms, and shared folders — all organized and searchable in one place.
New emails update CRM in real time.
Cloud drives, attachments, DataRooms, and shared folders — all organized and searchable in one place.
No fields. No forms. No friction.
Accounting, fund management, research, productivity, notetakers — all connected and automated through IRIS.
No fields. No forms. No friction.
Accounting, fund management, research, productivity, notetakers — all connected and automated through IRIS.
No fields. No forms. No friction.
Accounting, fund management, research, productivity, notetakers — all connected and automated through IRIS.
Files
Files
Files
Your Files Now Help Make Decisions
No more idle files hidden in 30 layers of nested folders.
No more idle files hidden in 30 layers of nested folders.
Connect your cloud file drive.
Connect your cloud drives, or upload files directly. Nvestiv indexes your entire document universe. Nvestiv supports most cloud drive services.
Connect your cloud file drive.
Connect your cloud drives, or upload files directly. Nvestiv indexes your entire document universe. Nvestiv supports most cloud drive services.
Connect your cloud file drive.
Connect your cloud drives, or upload files directly. Nvestiv indexes your entire document universe. Nvestiv supports most cloud drive services.
Every file and folder vectorized.
Decks, memos, contracts, models, screenshots — everything becomes searchable, and auto-linked to the right people and deals.
Every file and folder vectorized.
Decks, memos, contracts, models, screenshots — everything becomes searchable, and auto-linked to the right people and deals.
Every file and folder vectorized.
Decks, memos, contracts, models, screenshots — everything becomes searchable, and auto-linked to the right people and deals.
Email attachments seamlessly catalogued
Email attachments contain so much valuable data. These are auto-saved into your drive, automatically categorized, and never lost.
Email attachments seamlessly catalogued
Email attachments contain so much valuable data. These are auto-saved into your drive, automatically categorized, and never lost.
Email attachments seamlessly catalogued
Email attachments contain so much valuable data. These are auto-saved into your drive, automatically categorized, and never lost.
Meetings
Meetings
Meetings
Your Meetings Turn Into Structured Intelligence
Your discussions become institutional memory, not scattered notes.
Your discussions become institutional memory, not scattered notes.
In person & Online
Seamless Data Integration Process
Seamless Data Integration Process
Integrate your AI notetaker and IRIS transcribes, summarizes, extracts insights, and updates CRM records automatically — linking everything to the right contacts, deals, and firms.
Live Data
Live Data
Live Data
Imagine A CRM That Tracks Your Relationships
IRIS monitors your records better than you ever can.
IRIS monitors your records better than you ever can.
Real-time intelligence, without the upkeep.
Seamless Data Integration Process
Seamless Data Integration Process
IRIS tracks role changes, investments, news, and activity as they happen. Your CRM updates itself before you even think to check.
Seamless Data Integration Process
Seamless Data Integration Process
iris
iris
iris
Your AI Copilot
Ask for anything — relationships, deals, files, intros, insights — and IRIS finds it, explains it, and does the next step for you.
Ask for anything — relationships, deals, files, intros, insights — and IRIS finds it, explains it, and does the next step for you.
Automations You Don’t Lift a Finger For
Seamless Data Integration Process
Seamless Data Integration Process
Capital raising, deal screening, IC memo creation, follow-ups, scheduling, enrichment, etc. all run in the background — your entire operation moves without you pushing it.
Get to know IRIS
Get to know IRIS
See for yourself why she is the smartest AI for the private investment industry.
See for yourself why she is the smartest AI for the private investment industry.
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