InvestIQ
AI-powered investment data — aggregated and normalized from data rooms, portfolio company reporting, and market feeds into one consistent picture.
What is InvestIQ?
Where the AI does its heaviest lifting.
InvestIQ is where Fontavis Finance's AI does its heaviest lifting — pulling deal and portfolio company data from the sources your team already uses and normalizing it into one consistent picture, instead of a different format from every source. It's also the shared data layer every other module reads from.
Benefits
Less time cleaning data. More time using it.
- ✓ Deal and portfolio data normalized automaticallyNo more manually reformatting every portfolio company's own template.
- ✓ AI-assisted extraction from data rooms and reporting packagesPull structured data out of the documents you already receive.
- ✓ One queryable source of investment dataAsk a question across the whole portfolio, not one spreadsheet at a time.
Features
What's inside InvestIQ.
- Automated data ingestion & normalization
- AI-assisted document data extraction
- Cross-portfolio data queries
- Shared data model used by every module