Starter
Keep your contacts and investment work in one place.
Free
What’s included
- Terminal core workspace
- 20 free IRIS credits
- Unlimited Users
- Unlimited Connectors
Pricing that scales with your needs.
Start with IRIS. Add connected records and recurring work as your team needs them. Spend less time assembling the work and more time using it.
Plans
AI Pro
PopularBring your team’s records and daily work together.
$200per month
Everything in Starter, plus
- Unlimited usage
- Nvestiv Data plugins
- Agora (coming soon)
- Priority support
AI Ultra
Put recurring investment work on a prepared path.
$3,000per month
Everything in AI Pro, plus
- Diligence AI
- Raise AI
- Build and deploy custom agents
- Dedicated support
Everything in AI Ultra, plus
- Team workspaces
- Custom fields and properties
- CSV imports and exports
- SSO and advanced permissions
- Dedicated servers
- Sovereign AI with on-prem architecture
- Dedicated onboarding and support
Details
Every feature, side by side.
Pick a plan to follow its column. On a phone, the table shows one plan at a time.
| Feature | Starter | AI Pro | AI Ultra | Enterprise |
|---|---|---|---|---|
| Plan price | Free | $200 / month | $3,000 / month | Custom |
| Users | Unlimited | Unlimited | Unlimited | Unlimited |
| IRIS credits | 20 free | Unlimited | Unlimited | Unlimited |
| Terminal core workspace | Included | Included | Included | Included |
| Connectors | Unlimited | Unlimited | Unlimited | Unlimited |
| Nvestiv Data plugins | Not included | Included | Included | Included |
| Agora (coming soon) | Not included | Included | Included | Included |
| Priority support | Not included | Included | Included | Included |
| Diligence AI | Not included | Not included | Included | Included |
| Raise AI | Not included | Not included | Included | Included |
| Build and deploy custom agents | Not included | Not included | Included | Included |
| Dedicated support | Not included | Not included | Included | Included |
| Team workspaces | Not included | Not included | Not included | Included |
| Custom fields and properties | Not included | Not included | Not included | Included |
| CSV imports and exports | Not included | Not included | Not included | Included |
| SSO and advanced permissions | Not included | Not included | Not included | Included |
| Dedicated servers | Not included | Not included | Not included | Included |
| Sovereign AI with on-prem architecture | Not included | Not included | Not included | Included |
| Dedicated onboarding and support | Not included | Not included | Not included | Included |
FAQ
Know what fits before you start.
Can’t find your answer? Send us a note and the team will reply.
What exactly is Nvestiv?
Nvestiv is the AI operating system for private investments. Bring the firm’s records together, prepare research and work products, and keep operations and deal flow connected. IRIS prepares. Your team decides.
How is Nvestiv different from a standard CRM?
Nvestiv connects relationship history with files, meetings and work across the firm. IRIS prepares from that context. Terminal’s CRM can run beside your existing CRM while your team decides what fits.
Do we have to replace our other tools?
No. Nvestiv connects the systems your firm already uses. Keep your current CRM running in parallel for as long as you like, and stop paying for it only when your team chooses to.
How do we get started?
Starter and AI Pro start when you create an account and connect your first apps. AI Ultra and Enterprise start with a call to scope the workflows and systems involved. Book a call.
Is my firm’s data secure?
Nvestiv logs sign-ins, file access and every change to your records, and shows whether a person or IRIS made it. Read how we handle data in our Privacy Policy.
What does the due diligence workflow produce?
A prepared first read: each claim listed with its citation, the questions to ask, and a draft for your committee. Your team keeps the judgment.
Who is Nvestiv built for?
Private-investment firms and the firms that serve them: single and multi family offices, institutional LPs, asset managers, intermediaries, service providers, and startups raising from private-market investors.
How much does it cost?
Starter is free. AI Pro is $200 per month. AI Ultra is $3,000 per month. Enterprise is priced with your firm. No plan limits the number of users.