From system of record to system of action

It does not just store your fund. It moves it.

Investryx keeps one record of every company, person, fund and LP, gives each job its own surface on top of it, and puts one agent across all of them. The tools you use today remember what happened. This one does the next step, and waits for your approval.

Without Investryx

×A CRM built for sales teams, bent into a deal tracker
×A spreadsheet for the portfolio that only one person understands
×An administrator’s portal for LPs, updated once a quarter
×A data room that cannot tell you who opened what
×An inbox holding the rest together
×You, doing every repetitive step by hand

With Investryx

One record per company, person, fund and LP
Sourcing, pipeline, portfolio and LP reporting on that record
An investor portal with watermarks and an access log
AI that enriches, drafts and answers with provenance
An agent that does the next step across all of it
You, approving changes instead of making them

Agent

Agent co-pilot

Ask in plain language from any screen or in full-screen Agent Mode. Reads answer instantly with live tables and cards; every write becomes a proposed change with a field-level diff that you apply or dismiss. LP-facing actions always route to the real confirm dialog.

Agent dock proposing a change with a field diff — Demo workspace. Companies, funds and people are fictional.

Sourcing & signals

Capture companies from anywhere, enrich each record from public information with source and confidence on every field, and rank the list by momentum: hiring, launches, GitHub traction, filings and a derived fundraise-likelihood signal.

Sourcing list sorted by momentum with the top-three signal breakdown open — Demo workspace. Companies, funds and people are fictional.

Relationship intelligence

Know who on your team can make the warm intro. Strength scores come from logged interactions and the calendar meetings you choose to log, never from email, and show up on companies, contacts and deals.

Contacts table with relationship strength and who-knows-them columns — Demo workspace. Companies, funds and people are fictional.

Pipeline & IC memos

Kanban from Sourced to Closed with a table view, diligence checklists, deal terms with AI autofill from your own notes, and memos drafted for IC that always carry a review guardrail.

Pipeline kanban with deals in Sourced, Screening, Diligence, IC and Term Sheet — Demo workspace. Companies, funds and people are fictional.

Portfolio & performance

Every investment and follow-on round is a ledger entry, so ownership and marks follow the math. Collect KPIs from founders with a no-login link and see fund returns computed server-side.

Portfolio list with ownership, MOIC, KPI status and record-round actions — Demo workspace. Companies, funds and people are fictional.

LP reporting & investor portal

Assemble quarterly report sets, restrict documents to specific LPs, publish with a notification in each recipient’s language, and watch who opened what in a DocSend-style access log. LPs read on a serif portal with magic-link sign-in.

LP reporting overview — Demo workspace. Companies, funds and people are fictional.

AI throughout

What the AI does in each job, by kind. Read answers instantly. Drafts are yours to edit. Acts wait for your Apply.

	Read	Draft	Act
Sourcing	Enrich from public information; research funding and news; score momentum	—	Add and enrich companies from a list; tag and categorise
Relationships	Who knows them, from logged touchpoints; warm-intro paths	Intro requests and intro emails	Log an interaction; link attendees
Pipeline	What is stale, what moved, deal terms	IC memo from notes and documents	Move deals; fill terms; start the memo
Portfolio & funds	Ownership, dry powder, performance, fundraise likelihood	KPI request text	Record rounds and KPIs; issue capital calls
LP reporting	Who opened what; who has not	Manager letter; notification in each language	Publish and remind: guarded, opens the real dialog

Less operating. More investing.

Start a trial and bring your own pipeline. You will recognise the workflow in an afternoon, and hand the busywork to the agent by the end of the week.

Start your 14-day free trial Talk to us →