Meet IRIS: Our AI Built for Private Investments
A Dedicated AI Trained for Private Markets
IRIS isn’t generic AI. She’s trained on how family offices, fund managers, and institutions actually work.
Always Knows Your Context
She understands your contacts, deals, documents, conversations, and goals — reading across your emails, files, CRM, drives, and apps.
Helps You Do the Work
From sourcing leads to surfacing opportunities, creating memos, evaluating deals, and managing outreach — IRIS doesn’t just assist.
She executes.
What’s slowing you down?
Create an agent that screens healthcare deals over $10M, checks if they fit our thesis, and automatically schedules intro calls for qualified opportunities.
What’s slowing you down?
Your to-do list keeps growing.
Tasks pile up, and priorities blur.
Your to-do list keeps growing.
Tasks pile up, and priorities blur.
Your to-do list keeps growing.
Tasks pile up, and priorities blur.
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The CRM That Updates Itself
Process
How It Works
The CRM That Updates Itself
Your to-do list keeps growing.
Accounting, fund admins, cloud drives, CRMs, databases—everything you already use.
Your to-do list keeps growing.
Accounting, fund admins, cloud drives, CRMs, databases—everything you already use.
Your to-do list keeps growing.
Accounting, fund admins, cloud drives, CRMs, databases—everything you already use.
Your to-do list keeps growing.
Accounting, fund admins, cloud drives, CRMs, databases—everything you already use.
Trusted by Leading Investment Firms
The CRM That Updates Itself
Every email, every interaction—IRIS reads it all and updates your CRM automatically. Just ask IRIS anything through voice or chat. No manual entry, ever.
✓ Auto-syncing emails
✓ Voice & chat interface
✓ Self-updating database
✓ Instant insights
Stay in Flow, Every Day.
Discover how IRIS helps you prioritize, plan, and track tasks effortlessly.
Ready to boost your productivity?
Start your journey with Us today for a more organized, focused you.