AI-Powered Platform for CentralizedCapital Governance & InvestmentLifecycle Management

Unifying opportunity sourcing, risk assessment, governance, and board decision-making into one intelligent investment operating system.

What we Offer

A Unified Platform Covering the Full Investment Lifecycle

InvFunds replaces fragmented tools, spreadsheets, and emails with a single, intelligent capital governance system.

AI-Powered Deal Sourcing & Screening

AI-driven scoring aligned with your investment thesis. Automated investment memos and summaries. Early risk, compliance, and red-flag detection.

Investment Committee & Board Automation

Secure online voting, comments, and approvals. Meeting minutes, resolutions, and decision logs. Role-based access for IC members and advisors.

Deal Execution & Lifecycle Control

Pipeline tracking from intake to approval. Term sheet and closing milestone tracking. Conditions precedent (CPs) and documentation checklist.

Portfolio & Performance Intelligence

Real-time portfolio dashboards. KPI, financial, and impact tracking. Risk exposure and concentration analysis.

For whom?

Built for Institutions That Govern Capital — Not Just Deploy It

  • Venture Capital, CVC & Private Equity Firms
  • Family Offices
  • Sovereign, Development & Institutional Funds
  • Fund Managers & Investment Teams
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Invfunds - A value
creation across
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AI Opportunities Assessment for a better Decision-Making

AI Opportunity Assessment enables institutions to evaluate, score, and compare investment opportunities using consistent, data-driven intelligence. The system analyzes strategic fit, risk, traction, and impact to surface high-quality opportunities and flag potential red risks early.

AI founders tools (pitch, data room, traction dashboards)

AI Founder Tools help founders generate investor-ready pitches, structure secure data rooms, and visualize real-time traction dashboards in one intelligent workflow.

AI-Powered Due Diligence & Monitoring, IC MEMO generation

AI-Powered Due Diligence & Monitoring automates analysis of financials, risk, compliance, and performance across the investment lifecycle, and generates structured IC memos with clear insights and recommendations.

End-to-End Fund-of-Funds Automation

End-to-End Fund-of-Funds Automation streamlines manager sourcing, evaluation, commitment approvals, and ongoing fund monitoring in one unified system.

Real Time Voting and Deal/ Discussion Voting

Real-Time Voting & Deal Discussion Voting enables investment committees to vote, comment, and deliberate on deals securely in real time.

Board Assemblies and Meeting Management

Board Assemblies & Meeting Management centralizes planning, execution, and documentation of board and committee meetings in one secure platform.

Managed Applications

Operate Your Investment Platform — Without Operating the Complexity

Applications-as-a-Service

  • Fully hosted InvFunds instance
  • Continuous updates and enhancements
  • Performance monitoring and uptime management
  • Secure access and role-based permissions

Data & Intelligence Automation

  • Automated data ingestion and normalization
  • AI-assisted scoring, summaries, and reports
  • Real-time dashboards for ICs and boards
  • Structured historical data for audit and learning

Process & Workflow Automation

  • Configurable investment workflows
  • Automated approvals and routing
  • Policy and governance embedded in process logic

Dedicated Production Environment & Support

  • Isolated production environment per institution
  • Enterprise-grade security and data protection
  • SLA-backed availability and support
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Request your demo

Our team will get back to you within one business day.

We typically reply within one business day.