The edge may be in the question no one has asked.
It can sit in a past relationship, a missing detail, or two files that do not match. While it stays scattered, it cannot change the decision.
The real challenge
Your edge is in the details you can't find.
Private-investment firms compete on judgment. But judgment is only as good as the context beneath it. When the important signal is split across an inbox, scattered files, or a connected app, it arrives too late.
Or not at all.
Rebuilding every first pass keeps you catching up.
Past conversations, decisions, and questions should sharpen the next review—not sit out of reach while the deal moves on.
More deal flow is not an edge. Prepared judgment is.
The advantage is reaching the relevant facts, questions, and relationship context before the next meeting—not a faster summary.
IRIS
One point of contact for whatever your firm needs next.
IRIS is the way your team reaches Nvestiv. Ask her for the context, the work, or the next move. She brings the right firm information, people, and work together—then makes the next step clear for your team.
Reach IRIS anywhere your work finds you.
Use IRIS from your phone, WhatsApp, or the web whenever you need an answer, an update, or the next step ready.
IRIS works from the systems your firm connects.
She brings together the records, files, calendar, notes, and relationship context your team needs, so no question starts from zero.
Need research, prep, or an introduction? Ask IRIS.
IRIS turns a real request into prepared work: finding context, getting ready for a meeting, or connecting you to the right expertise.
Total Connectivity
Systems your firm already uses become one connected way of working.
Nvestiv begins with the apps where your firm already works. The Terminal centralizes where you work. IRIS uses that context to prepare and coordinate work. Your team reviews what matters and makes every consequential call.
GmailGmail
Google’s email for work and personal accounts.
Microsoft TeamsMicrosoft Teams
Microsoft’s chat, meetings and calling for teams.
Google CalendarGoogle Calendar
Google’s calendar for meetings and schedules.
ZoomZoom
Video meetings, phone and webinars.
OutlookOutlook
Microsoft’s email and calendar.
ClaudeClaude
Anthropic’s AI assistant.
NotionNotion
Docs, wikis and project notes in one workspace.
OpenAIOpenAI
Maker of ChatGPT and the GPT models.
FirefliesFireflies
AI meeting notes, transcripts and summaries.
GeminiGemini
Google’s AI assistant and models.
GranolaGranola
AI notepad for meetings.
GrokGrok
xAI’s AI assistant.
PerplexityPerplexity
AI answer engine with cited sources.
HubSpotHubSpot
CRM for marketing, sales and service.
SlackSlack
Messaging and channels for teams.
SalesforceSalesforce
CRM platform for sales and service.
Google DriveGoogle Drive
Google’s cloud file storage and sharing.
WhatsAppWhatsApp
Messaging and calls on mobile and web.
DropboxDropbox
Cloud file storage and sharing.
Google ChromeGoogle Chrome
Google’s web browser.
ZoomInfoZoomInfo
Company and contact data for go-to-market teams.
PitchBookPitchBook
Private and public market data and research.
FINTRXFINTRX
Family office and RIA intelligence.
AddeparAddepar
Wealth and investment management platform.
PreqinPreqin
Alternative assets data and analytics.
QuickBooksQuickBooks
Accounting software for businesses.
iCapitaliCapital
Platform for alternative investments.
SageSage
Accounting and business management software.
FundservFundserv
Canadian network for investment fund transactions.
SS&CSS&C
Software and services for financial services.
Northern TrustNorthern Trust
Wealth management, asset servicing and banking.
IntelligoIntelligo
Background checks and due diligence intelligence.
PlaidPlaid
Connects apps to bank and financial accounts.
FMPFMP
Financial Modeling Prep: financial market data APIs.
The Terminal
One place to work, research, and put agents to work.
Terminal is the shared workspace for the work around your investments. Do all your work in the terminal, send instructions to connected apps, conduct research, and orchestrate agents to work while you sleep—without losing the human review step.
Your work builds memory that your firm keeps.
Work from deals, relationships, agents, and files builds one lasting memory for your firm. When people leave, their processes stay.
A gauntlet of resources, ready for your research.
Public and private sources stitched together for your research, with the firm context that makes each question worth asking.
Agents that keep working while your team sleeps.
Build agents in plain English and let them do the legwork. Your role shifts from doing the work to reviewing it.
Services
Nvestiv delivers end to end services better than generic fractional teams.
Generic fractional teams start cold. IRIS works from the systems, history, and context your firm already has—then gets smarter every time she does the work.
Due diligence
Find out what deserves your team’s time before the calendar fills up.
Move from the first pitch to a review-ready record without rebuilding the file at every handoff.
Portfolio monitoring
See the change before it becomes the update.
Keep the portfolio record, the latest information, and the follow-up work connected so your team can focus on what needs attention.
Capital raising
Give the right investor a clearer path into the right conversation.
Keep the materials, relationship context, follow-up, and next step connected as a raise moves forward.
Operations
Keep the work around your investments from stalling between people and systems.
Prepare routine follow-up and organization in context, with the team reviewing consequential work before it moves.
Public relations
Keep the firm’s story as prepared as the work behind it.
Bring the relevant firm context, approved materials, and next steps together before a message, update, or relationship touchpoint moves forward.
Accounting
See the exception before the close becomes the problem.
Keep requests, source documents, open items, and follow-up connected so routine accounting work does not stall across systems and people.
Audience
Built for teams with more to do than time to do it.
Single family offices
A full investment team’s reach, run by a few people.
A single family office sees more opportunities than its team can review. Nvestiv keeps the family’s reasoning, relationships, and past decisions in one place, and IRIS prepares the first pass so the team spends its time on judgment.
- Screen inbound deals against the family’s mandate
- Keep relationship and decision history in one record
- Prepare diligence questions and IC memos for review
Multi family offices
Every family gets the same depth of work.
Multi family offices run many mandates and relationships at once. Nvestiv keeps each family’s context separate and current, so advisors prepare reviews and follow-ups without rebuilding the file.
- Keep each family’s mandate and history together
- Prepare meeting briefs and follow-ups per family
- Track open items across relationships and owners
Institutional LPs
More managers covered. The same bar for every one.
Allocators judge managers on evidence gathered over months. Nvestiv connects the materials, meetings, and monitoring for each manager, and IRIS drafts the work your committee reviews.
- Organize manager materials and data-room documents
- Draft diligence questions and committee briefs
- Monitor managers for changes that need attention
Asset managers
A raise that moves at the speed of your best conversation.
Asset managers raise capital and keep investors informed while they run the portfolio. Nvestiv keeps materials, investor history, and next steps connected, so every conversation starts from what was said last time.
- Prepare investor materials and follow-ups
- Keep each investor’s history and next step in one record
- Answer diligence questionnaires from approved sources
Intermediaries
Your reputation, backed by work anyone can follow.
Placement agents and advisors are judged by what they put in front of investors. Nvestiv helps you prepare and document the analysis behind each introduction, so your recommendation carries its reasoning.
- Prepare source-backed opportunity summaries
- Organize which investors each opportunity may suit
- Keep a record of every introduction and next step
Service providers
More client work delivered, fewer handoffs.
Firms that serve private-markets clients spend hours collecting documents and rebuilding context. Nvestiv keeps each client’s requests, documents, and open items connected, so your team prepares the work instead of chasing it.
- Collect and organize client documents and requests
- Prepare first drafts for professional review
- Track open items and owners across clients
Startups
Raise with the preparation investors expect.
Founders raising from private-market investors need clear materials and steady follow-up. Nvestiv keeps your materials, investor conversations, and next steps in one place, and IRIS prepares what each investor asks for.
- Prepare and update investor materials
- Track each investor conversation and next step
- Answer diligence requests from your own records
Security
Institutional grade privacy and security
Private-investment teams need to know what informed the work, and that their data is secure. Nvestiv keeps a complete audit trail of every action, access point, and has the ability to trace everything back to its source, whether human or AI.