Nvestiv

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4958 Users

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AI for Private Investments

CRM. DataRooms. Due Diligence.

Streamline your deal flow with an investment-specific CRM that uses AI for deal screening and due diligence.

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Family Offices

Institutional Investors

Fund Managers

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Overview

No More Spreadsheets. Focus On Strategic Decisions.

Our AI handles the heavy lifting of deal screening and organizes your options in a single platform.

CRM

Purpose built for the Investments industry

Single platform for teams to collaborate and share data- contacts, datarooms, dealflow, and reporting.

DataRooms

Standardized deal marketing that works

Raisers create and directly share deal rooms that actually convert. Our DataRooms boast a 78% open rate.

IRIS Due Diligence

IRIS tells you what deals you need

IRIS can take over 95% of your workload so that you can set your business on autopilot.

IRIS Due Diligence

The Future is AI

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

Meet IRIS, your AI analyst

IRIS is your dedicated AI due diligence agent that transforms deal screening. She automates comprehensive analysis, flags potential risks, and benchmarks opportunities—giving you the clear, actionable insights you need to make faster, smarter investment decisions.

Test Drive IRIS

Free during BETA

Customized to your mandates

Here's how it works

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

Step

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

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

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

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.

DataRooms

DataRooms That Raise Capital

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

Pitching Deals Made Easy

Standardized DataRooms that simple to make and share with investors

Easy & 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.

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Sample DataRoom