InvestIQ gives VCs an AI engine to evaluate new deals, a live KPI dashboard (with working capital intelligence and live ERP connectivity) for every active investment, and an assistant for each partner that does the portfolio chasing.
Ingests XLSX financial models, funding matrix, product P&L, cash flow, and maps every sheet to a standard analytics schema automatically.
Extracts market claims, team credentials, and KPI commitments from pitch decks and information memoranda via OCR and LLM cross-referencing.
Connects to SAP, QuickBooks, Xero, Zoho Books, and NetSuite via OAuth 2.0. KPIs refresh daily, no manual exports required once connected.
Ask it anything in plain words. It chases late numbers, fills them in with where they came from, and tells the board partner when something needs attention. It asks you before sending anything new.
Upload financial models and deal documents. Get a scored assessment weighted across financial viability, market opportunity, team, and risk, in under 5 minutes.
Daily monitoring of active investments. Click any company for Financial KPIs, Operational KPIs, and ERP integration, all in one place.
Ask it anything in plain words. It notices what needs doing, like late monthly numbers, a company short of cash or a grant payment that has not arrived, and handles the routine follow-ups. Anything new is shown to you first, and it learns from every change you make.
Upload financial model + deal documents → AI scores, flags risks, and generates Investment Memo in under 5 minutes
This page is v2's NovaTech example. Click to add your own deal: PDF or PowerPoint deck, Excel model, cap table.
Built around how your kind of fund actually runs: your team, who does what today, your portfolio and your reporting cycle.
Prefilled with a realistic sample: an Indian early-stage VC with two funds, 35 portfolio companies and a team of 12. Names are invented. Change anything.
NovaTech Manufacturing GmbH is a Munich-based advanced manufacturing R&D company developing industrial robotics, AI-driven quality inspection, and smart manufacturing systems. The company presents a credible technology thesis backed by EU institutional funding, validated customer revenue, and a strong senior engineering team.
Core thesis: The industrial automation market is entering a structural inflection driven by reshoring mandates. NovaTech’s integrated hardware-software stack positions it to capture the mid-market segment currently underserved by large automation vendors.
| Metric | Value | Target | Assessment |
|---|---|---|---|
| Total R&D Budget | $11.75M | – | Baseline |
| Funding Coverage | 0.89x | >1.2x | Below threshold |
| Funding Gap | $1.34M | $0 | Gap exists |
| Cash Runway | 4.2 months | >6 months | Below threshold |
| Monthly Burn Rate | $0.65M/mo | Within budget | On track |
| Customer Revenue (18mo) | $2.53M committed | Contractual | Committed |
Critical, Funding Gap: The $1.34M shortfall creates execution risk if grant disbursements are delayed. First drawdown should be conditional on gap closure or restructured milestone schedule.
Critical, Cash Runway: 4.2 months is insufficient given the multi-tranche BMBF disbursement schedule. A 30-day assessment delay reduces effective runway to below 3 months.
Working capital metrics are currently within acceptable ranges (DSO 58 days, CCC 36 days) but trending adversely. Grant receivable ageing of 78 days average warrants monitoring through the next disbursement cycle.
Conditional Invest, Score 63/100. Strong market opportunity and team. Two structural conditions must be met before drawdown:
Subject to conditions above, recommend proceeding to term sheet with proposed Series A participation of $5.4M equity, contingent on co-investors closing the remaining gap.