The problem: the most information-hungry teams have the least usable software.

A startup investment house works across deal pipelines, portfolio companies, fund treasury and market signals — under time pressure and confidentiality obligations. That work is spread over spreadsheets, data terminals and vendor portals, and the AI tools built for exactly this kind of analysis are unusable for exactly this kind of data.

One portal for the house.

iInvestmentHouse brings the investment house onto one platform: startup deal management and funding pipeline, SaaS and portfolio monitoring, treasury and liquidity planning, investment research and market signals, portfolio optimisation and forecasting, and risk and compliance checks — with an executive copilot that answers questions from the house’s own knowledge base, with sources attached.

Decision support, not decisions.

The platform is deliberately positioned as the analyst’s and partner’s instrument: it accelerates reading, retrieval, monitoring and drafting, while investment decisions, suitability judgements and client advice remain with your professionals. Every interaction is logged to an audit trail your compliance team can stand behind.

Built on the principles everything IOTA ships on.

Like every IOTA platform: single-sign-on identity, role-based access enforced server-side, deployment inside your perimeter where required, offline licensing, and an open, provenance-clean stack. If it needs the internet to work, it does not ship.

What is in the current build

• Dashboard — house overview with live policy-rate and AUM trend views

• Startup Funding — deal management and funding pipeline for startup investments

• SaaS Financing — SaaS portfolio monitoring

• Treasury & Liquidity and Liquidity Planning — rates, FX exposure, yield curve and cash-flow scheduling

• Investment Research and Market Signals — research workspace with live market and macro data

• Portfolio Optimization and Forecasting & Monitoring

• Risk & Compliance — alerts and sanctions checks

• Executive Copilot — AI question answering over the house’s own knowledge base

Technology stack

• Frontend: Next.js 15 (App Router) with TypeScript 5, Chakra UI and CSS Modules

• Charts: ApexCharts

• Market and macro data: Federal Reserve FRED, Alpha Vantage and Frankfurter FX, proxied through server-side API routes so keys never reach the browser

• AI: retrieval-augmented answering on an IOTA-hosted Azure OpenAI endpoint

• Startup data: Y Combinator open data, with Crunchbase pending

Status

iInvestmentHouse is on the IOTA roadmap. The current build is a working prototype of the portal; the in-perimeter deployment, identity and licensing layers described above are the same platform foundations used by iChat and will be brought across as the product moves toward early access.

Talk to us about a pilot on one desk with your own deal and portfolio data.