Data roomAgora
See the reaction before it happens.
A prediction engine for sentiment and possible outcomes, so your team prepares for each one. Coming soon.
Firm memory
Institutional memory that stays when people leave.
Every meeting note, email, file and decision stays linked to the people and firms involved. A new hire opens the record and sees what was asked, who answered and why.
Connected
Your work is tied to your scattered data.
Terminal connects your systems into one database. You work from Terminal, and it reads from and writes back to each system. You never have to open them again.
AI harness
Claude- and Codex-like power over your own work.
Terminal is an AI harness for your firm. IRIS works across your records and systems the way coding agents work across code. Your data stays private and is never used to train AI models.
Built for you
Tools we built for your firm.
Every tool runs on the same connected record. Move between forecasts, research, operations, relationships and deals, and keep the context.
Research
Sources we curated. Or bring your own.
Pull research from proprietary sources Nvestiv curated for private markets, or connect the sources you already use.
From CRMProductivity
One team, one picture.
Operations tools for requests, handoffs and follow-ups, so everyone works from the same plan.
CRM
Relationships that outlast the hire.
Meetings, emails and introductions stay linked to people and firms. Run it beside your current CRM or replace it.
Investment work
Raise, diligence and manage.
Capital raising, due diligence and portfolio management run on the same record as everything else.
Agents
Built in plain English.
Describe the work in natural language. Terminal builds the agent and runs it. You manage it, and approve before anything leaves the firm.
