Invex Company Profile, Contacts & Intelligence

Invex Overview

Invex is a platform that integrates all areas of a VC’s operations from deal sourcing, all the way to deal flow and portfolio management and automated LP reports. Data is centralized, task management is automated, while using customizable, modular building blocks, the investment and reporting process can also be implemented end-to-end. The platform integrates with existing tools used for deal sourcing, communication, scheduling, investment management and financial data sources. Invex also covers the whole deal flow process with a workflow engine, designed for VC operations and offering complete control to meet compliance needs. Process steps and details, approval criteria, signature requirements or investment committee decisions can all be customized. Teams, Files, Notes, Tasks for VC and for startup members help manage internal and external communications inside Invex, while a collaborative project planner ensures that milestones are agreed upon with the startup during the investment phase, and are also carried over during conversion into the portfolio. Portfolio Management in Invex is made complete with the additional Timeline, that offers a visual overview on the plan, providing key decision makers with the ability to instantly act on pressing matters. Invex has a complete reporting module as well - define report templates for one time and recurring reports, gather the same set of data points from all companies at all times, making reporting to LPs and data visualizations on the embedded dashboard easy, straightforward and instant. By covering deal sourcing, deal flow, portfolio management and reporting, together with all the integration capabilities, Invex offers a centralized solution to VCs needs, that makes it a unique player on today's market.

Headquarters

Hu

Website

invex.app

Industry

Investment Management

Founded

2023

NAICS

Other Financial Investment Activities, Portfolio Management

Invex Contact Intelligence

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