Nvestiv

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Nvestiv is a Finance tool that acts as an AI operating system for private investments. It unifies CRM, files, email, and workflows with intelligent AI Agents to help investment professionals work faster and smarter.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Technical

About

What is Nvestiv?

Nvestiv is an AI operating system designed for private investments, unifying CRM, files, email, and workflows to enhance efficiency for family offices, institutions, wealth managers, fund managers, and advisors. Its core AI agent, IRIS, connects to various systems like accounting and portfolio management, building an institutional memory from scattered data. IRIS automates tasks such as populating CRMs, preparing for meetings with comprehensive briefs, and managing to-do lists. The platform also streamlines due diligence by screening deals, analyzing datarooms, and generating IC memos. For capital raising, IRIS assists with investor matching and funnel updates, making it a comprehensive solution for private market professionals.

Best used for

Ideal for family offices, institutions, and wealth managers who need to centralize their investment data, automate repetitive tasks, and enhance decision-making with AI-powered insights. Especially valuable for improving efficiency in deal flow management, due diligence, and capital raising processes.

Common actions

manage investments

automate workflows

analyze deals

streamline due diligence

optimize capital raising

Capabilities

Key features

Unify CRM, files, email
Intelligent AI Agents (IRIS)
Automated CRM population
Institutional memory building
Automated task board
Meeting preparation briefs
Automated deal screening

Target Audience

wealth managerfinancial advisoranalystinvestor

Integrations

Not yet documented

Pricing & Plans

Likely Not Free

Not publicly disclosed. Check nvestiv.com for current pricing.

FAQs

What is IRIS and how does it function within Nvestiv?

IRIS is Nvestiv's core AI agent, designed to connect to all your systems, including accounting and portfolio management. It builds an institutional memory from your firm's data, automates workflows, and helps execute tasks through conversational commands, acting as a central intelligence layer.

How does Nvestiv help with due diligence for private investments?

Nvestiv streamlines due diligence by automatically screening inbound deals, collecting necessary information, and providing L1 reports with go/no-go scores. It also analyzes datarooms at scale, flags structural issues, and can auto-generate bespoke IC memos, significantly accelerating the process.

Can Nvestiv assist with capital raising efforts?

Yes, Nvestiv helps demystify capital raises by auditing deals, guiding users on how to make them more attractive, and providing AI investor matching based on holdings and activity patterns. It also manages controlled distribution to contacts and updates the funnel based on real-time engagement.

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