One workspace for sourcing, relationships, pipeline, portfolio and LP reporting, and an agent that does the repetitive work across all of it. Ask in plain language, review the change, click apply.
14-day free trial. Card required at signup, charged only when the trial ends. Cancel in one click.
Reads are answered instantly from your live records. Every write comes back as a card with the exact change, old value to new, and nothing moves until you click Apply.
Move Acme Robotics to Diligence and start the memo.
One click applies both. The pipeline row flashes green, the feed records “Agent · asked by you”.
Who hasn’t opened the Q2 report? Remind them.
Anything LP-facing never runs from chat. The card hands you the real dialog and says so.
Which portfolio companies are likely raising next quarter?
Derived from round dates and stage norms, labelled as derived, never presented as fact.
Nothing changes until you apply it. Nothing reaches an LP from chat. Every applied action is audited with who asked.
Each of these runs inside the screen where the work happens, carries its source and confidence, and stays editable by you.
Paste a name or domain. Sector, stage, team, funding, product and more are filled in, each field with a source and a confidence level. Cached, refreshed, never overwriting your edits.
Hiring velocity, product launches, GitHub traction, filings and a derived fundraise-likelihood signal roll into one score with a visible top-3 breakdown.
Who on your team knows the founder, from logged interactions and read-only calendar events. Then an intro request drafted in your voice, ready to edit and send.
Meeting notes, call transcripts and the record become a structured memo with the numbers pulled through. It says “review before finalizing” until you finalize it.
The quarterly letter drafted from the fund’s actual numbers, and the publish notification in each recipient’s language. You edit, you send.
“Who hasn’t opened the Q2 report?” answered from real view and download events, with reminders that respect a 48-hour guard.
Sort the inbound list by momentum, open the three that moved, enrich the new ones.
Agent: “Add the four companies from this newsletter and enrich them.” → checklist card, apply the ones you want.
Move two deals forward, record terms, draft the memo from Tuesday’s calls.
Agent: “Draft the Acme memo from the last two interactions.” → memo in drafting, review guardrail on.
Issue the capital call, log the follow-on round, answer an LP’s ownership question.
Agent: “How much of Fund II is called and what is our ownership in Acme after the Series A?” → answer with the fund table.
Assemble the report set, restrict the side letter to one LP, publish, watch who opens it.
Agent: “Publish the Q3 set to Fund II LPs.” → guarded card, the real publish review opens for you to confirm.
Enrichment reads public sources and writes each field with its source and confidence; your edits always win.
Read more →Price per share, shares, fully diluted count and the rights clauses, each with a chip you can check against the page it came from.
Read more →A serif, read-only portal with magic-link sign-in; every view and download lands in your log.
Read more →Each surface is built the way a GP works, and all of them share one record of every company, person, fund and LP.
Capture companies from anywhere, enrich them with provenance, rank them by momentum.
Read more → Who on your team can make the warm intro, from logged touchpoints.
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Kanban from Sourced to Closed, diligence checklists, AI-drafted memos with a review guardrail.
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Rounds as a ledger, ownership that follows the math, KPIs from founders, returns computed for you.
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Report sets, per-recipient audiences, a serif investor portal, watermarks and an access log.
Read more → One agent across all of it. Proposes, you apply. Never touches LPs on its own.
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The GP workspace: sidebar, dashboard, agent. Everything your team does in one place.
The investor portal: capital account, portfolio and reports, read-only, on a phone. Sign-in by magic link; access recorded for the fund. Read more →
An investor is accountable for every number an LP sees. The agent and every AI feature are built around that fact.
Investryx is built by an investor who writes angel cheques and manages a fund, and ran it the way most emerging managers do: a CRM never designed for investing, a spreadsheet for the portfolio, an administrator’s portal for LPs and an inbox holding it together. Nothing put those jobs in one place, let alone let an AI do the repetitive parts. So we built it, and use it every day on our own deals and LP reports.
Pick the tier that matches how many funds, SPVs or syndicates you run. Every plan includes every feature.
For angels and scouts investing personal capital
billed monthly
For emerging GPs and new managers
billed monthly
For managers running multiple vehicles
billed monthly
For established firms with institutional LPs
Custom, priced with our team
Unlimited seats on every plan. No per-user pricing.
Fourteen days free. Card required, charged only when the trial ends. Cancel anytime.