AI-powered decision intelligence
across your entire investment lifecycle
InvestSphere connects your research, screening, diligence, and portfolio monitoring into one AI-powered decision layer. Every output sourced, structured, and explainable.
THE PROBLEM WITH GENERIC AI
Why generic AI falls short for institutional investors
LLMs were not built for high-stakes investment decisions
You need to
trust the output
trust the output
In regulated environments, AI must get the math right, stay consistent, and withstand internal and external scrutiny.
You need to be confident when you invest
Your fund has specific criteria and risk tolerances. AI must internalize your philosophy and match your strategy.
You need
transparent,
explainable reasoning
When investment committees ask why, AI must show its sources, intermediate steps, and clear logic, not just conclusions.
You need
domain-specific knowledge
Institutional investing demands precise knowledge of instruments, structures, and metrics. AI must speak your language.
InvestSphere solves this with structured reasoning, not probabilistic guessing
THE INVESTMENT LIFECYCLE
One Platform for every stage of Investment Lifecycle
what we do
From first look to final report, InvestSphere has it covered
Pre-Investment
Research
Better investment insights.
Delivered in minutes.
Delivered in minutes.
- Enter a company or fund. Our AI scrapes, classifies, and synthesises data instantly
- Source-agnostic and all in one place
- System-generated research artifacts, fully auditable and ready to share
From data scattered across tabs & dashboards to a decision-ready brief instantly
Pre-Investment
Screening
Your investment criteria.
Applied across every deal automatically
Applied across every deal automatically
- Paste your IPS, investment mandate in plain language. InvestSphere operationalizes it instantly
- Each deal is evaluated across your investment criteria with citations
- Screening memos in 30–60 minutes, in your template, replicable across each deal
- Unlimited deals. Consistent process. No analyst bottleneck
From deal intake to investment committee, faster than ever
Pre-Investment
Due Diligence & IC Preparation
Thorough due diligence. A fraction of the time
- AI cross-references every document including financials, agreements, background checks
- Surfaces red flags and conflicts automatically, before they become problems
- Final DD memo generated in your template that is sourced, scored, and board-ready
Every box checked. Every risk surfaced automatically.
Post-Investment
Fund Operations & Portfolio Management
One question. Every book of record. One answer.
- ABOR, IBOR, PBOR, custodian, fund admin all connected in one place
- Ask anything in plain English and InvestSphere routes to the right book
- Full reconciliation across sources, with traceable, auditable answers
Stop logging into five systems to answer one question
Post-Investment
Monitoring & Benchmarking
When markets move, know your exposure instantly
- Get insights into your exposures during complex market movements instantly
- Quartile benchmarking, IRR tracking, quarterly letter analysis are all automated
- Always up to date. Always sourced. Always audit-ready
From market event to investment insight in minutes, not days
The InvestSphere Brain
Decision Intelligence
The question your investment committee is asking, answered with Decision Intelligence
- Decision Intelligence spans the full investment lifecycle and translates role-specific questions into structured decision artifacts
- Sourced from the right Systems of Record and governed by your fund's policies
- Answers arrive as structured decision memos: peer-benchmarked, risk-flagged, with a clear recommendation
- Never a data dump that’s open to interpretation
- Drill into any finding, assign to your CRO, CIO, or VP of Finance, and close with a time-stamped governed, auditable decision
From your hardest investment questions to a board-ready decision in one query
SEE IT IN ACTION
Watch InvestSphere work on a real deal
BUILT AROUND YOUR FRAMEWORK
The Personalization Difference
Why?
Because InvestSphere reasons from their unique strategy,
mandate constraints, and investment history
This is not just a template. This is your investment framework codified
ONE PLATFORM FOR EVERY INVESTOR
However you invest, InvestSphere adapts
Venture
Capital
Screen more deals, miss fewer outliers. Evaluate every company against your thesis with a process that scales
Limited Partners &
Family Offices
Screen, evaluate, and monitor every fund. Govern allocation decisions with same-day onboarding and fast memo generation
Corporate
Development
Evaluate 100+ M&A targets and run structured diligence on each without expanding your team