Nvestiv
Nvestiv provides an AI operating system for private investment firms, connecting their existing tools into a unified knowledge layer called IRIS. The platform ingests data from email, files, meetings, and CRM systems, then lets users execute research, due diligence, and fundraising tasks through natural-language conversation. IRIS is accessible across web chat, voice, email, WhatsApp, SMS, and Slack.
- Artificial Intelligence
- AI Agents
- Enterprise Software
- Software Only
- Data & Analytics
Funding
Founders
Founder details are not available yet.
Product
Problem
Private investment firms store critical knowledge—relationships, deal history, and lessons learned—across email, files, meetings, and specialized tools that do not share data with one another. This fragmentation makes institutional intelligence inaccessible, forcing teams to rely on manual searches and tribal knowledge instead of a unified view of the firm's history and judgment.
Solution
Nvestiv is an AI operating system for private investment firms that connects to the entire technology stack and builds a persistent institutional memory called IRIS. The platform automatically ingests data from email, files, meetings, accounting systems, portfolio management tools, and other sources, then organizes it into a unified knowledge layer. On top of this foundation, Nvestiv runs AI agents and workflow automations that let users execute research, due diligence, and fundraising tasks through natural-language conversation with IRIS. The interface supports asking questions, running pre-built investment workflows, generating documents, and receiving context-aware recommendations grounded in the firm's actual history and ethos.
Target Audience
Primary customers are private investment firms, including venture capital, private equity, family offices, institutional LPs, asset managers, and other institutional investors, ranging from individual operators to small and medium-sized teams requiring specialized workflow automation. The platform also serves intermediaries, service providers, and startups raising from private-market investors.
Features
- IRIS conversational AI interface available across web chat, voice, email, WhatsApp, SMS, and Slack for ubiquitous access to firm intelligence
- Integration layer that connects to Gmail, Outlook, Microsoft Teams, Google Calendar, Zoom, Notion, and other systems without requiring replacement of existing tools
- Pre-built workflow automations including Diligence AI and Raise AI for specialized investment tasks
- AI notetaker integration for meeting capture and automatic transcription
- Custom agent deployment enabling firms to build and deploy tailored AI workflows
- Unified data model that consolidates emails, files, contacts, deal data, and relationship information into a searchable institutional memory
- No training on customer content: customer data is used solely for inference through enterprise-grade AI APIs, never for model training