The AI operating systemfor investment teams
VistIQ connects your entire data environment, builds your firm’s institutional memory, and deploys specialized AI agents that continuously analyze, monitor and execute across the investment lifecycle.
10x your investment team
Give every investment professional the intelligence and execution capacity of an always-on AI team. VistIQ eliminates repetitive work, surfaces the right information at the right time, and continuously prepares the analysis your team needs, so investors can focus on conviction, judgment and decisions.
Your firm's knowledge, working for you
AI agents acrossthe entire investment lifecycle
From first look to final exit, VistIQ brings intelligence, memory and autonomous execution into every investment workflow.
01
Deal Assessment
- Screen opportunities
- Analyze decks
- Assess risks
- Benchmark companies and prepare investment cases
02
Deal Execution
- Coordinate diligence
- Track open questions
- Centralize findings and move the entire deal team toward a decision
03
Portfolio Management
- Continuously monitor financial and operating performance reporting
- Boards
- Risks
- Opportunities and market signals
04
Valuation
- Maintain valuation context
- Comparable companies financing history and scenarios from continuously updated information
05
Governance & Compliance
- Maintain investment records
- Approvals
- Documentation and audit trails across funds and vehicles
06
Reporting & Investor Relations
- Turn portfolio and fund data into continuously updated internal and LP reporting
One governed data layer.Always up to date.
Google Drive
One Drive
Google Calendar
Dropbox
Affinity
Akta
Dealroom
Crunchbase
Perplexity
Granola
Excel
Gmail
Microsoft
Outlook
Pappers
NotionConnectors
VistIQ keeps your firm’s intelligence continuously synchronized. Connect your CRM, email, cloud storage, data rooms, portfolio systems and external data sources. VistIQ continuously ingests, structures and contextualizes new information while preserving permissions, ownership and source traceability.
Agents running (8)
Running 24/7
Tomorro: upcoming meeting "board tomorro" on 2026-08-10 at 11:00 to 12:00
Organizer: severine@vistiq.ai
Meeting: board tomorro, 2026-08-10 at 11:00 to 12:00
Runway alert · Northlane (Fund II)
Metrics extracted from data room, comps benchmarked, red flags highlighted.
Agents
Specialized AI agents that work continuously across your firm, monitoring, analyzing, preparing and executing. They understand context, coordinate work and act.
Agriloop — Series B opportunity
Abhishek : Reworked the unit economics section, churn is not disclosed.
Marc : Approved, subject to two reference calls and the ESOP being clarified.
Marc : €4M for 14%, two weeks of exclusivity.
Abhishek : Founders aligned on the ESOP. Full minutes filed to the company.
Séverine : Two customers left to call. Notes go straight into the file.
One workforce. Humans and AI agents, working together.
On every deal, humans and agents investigate together: analyzing documents, researching markets, challenging assumptions, coordinating diligence, preparing investment cases and moving work forward. Partners bring judgment and conviction. Investment teams bring expertise and relationships. Agents bring continuous intelligence and execution. One deal. One context. One memory. One workforce.
Signal & event
Daily monitoring of your portfolio companies, their competitors and their markets
Data
Connectors
Memory
Business context
Security
Orchestration
AgentsMemory
Every deal, company, interaction and decision becomes part of your firm’s collective intelligence. VistIQ continuously builds and maintains the context behind every investment — documents, conversations, analyses, decisions and historical data.
10x your investment team. Not your headcount.
Automate the work around investing so your team can spend more time actually investing.
Get instant, sourced answers across every deal, company, fund, document and conversation.
New documents and reporting are automatically read, structured and integrated into the relevant investment context.
Every portfolio company, competitor and market can be monitored continuously for changes, risks and opportunities.
Analyze more opportunities and monitor portfolios more deeply without increasing headcount proportionally.
Investment materials, portfolio reviews and reporting are continuously prepared from the latest available information.
Autonomy requires governance
VistIQ is designed from the ground up for the confidentiality and governance requirements of private markets. Every user, data source, AI output and agent action operates within a controlled and auditable environment.
01
Data Governance
Your firm controls how proprietary information is connected, structured and accessed.
02
Permissions & Confidentiality
Organizational data is isolated by design and access follows the firm’s permission model. Your proprietary data is not used to train underlying LLMs.
03
Auditability & Source Traceability
Every AI-generated output can be traced back to its underlying source, with comprehensive logs across user and AI activity.
04
Agent Governance
Define what agents can access, what they can do autonomously and where human approval is required.
Séverine : Fits the agri-industrial thesis. Closest comparable in our history: Novaflow, 2023.