AI research agent for private markets
The deal never leaves the room. The research still goes everywhere.
investIQ lets analysts work across confidential memos, proprietary financials, and live market intelligence in one place — without the confidential half ever leaving your controlled environment.
The tension
Your best analysis needs the open web. Your source material can never touch it.
Private-market research runs on documents that cannot be exposed: deal memos, target financials, diligence files. The obvious tools resolve this by making you choose — keep everything locked down and work without market context, or paste confidential material into something that ships it off to a third party. investIQ refuses the trade. Internal material stays inside a controlled environment; external intelligence is pulled in deliberately, by an analyst, when it's wanted.
At a glance
Built for
PE analysts & deal teams
Deployment
Your controlled environment
Web access
Analyst-triggered only
Governance
Audit-ready by design
Private by default. Connected on request.
The boundary is the product. Confidential documents are ingested into a private knowledge base that stays within your environment, and nothing crosses outward. When an analyst wants public market context, they trigger a web search explicitly — a deliberate act, not a background process — and the results layer on top of the internal picture in the same workspace.
investIQ
What it does
Confidential data ingestion
Deal memos, financials, and proprietary documents go into a private knowledge base. Nothing leaves the environment.
Analyst-triggered web search
Real-time public market intelligence is pulled in only when an analyst asks for it — never automatically, never in the background.
Multi-agent orchestration
Specialized agents plan, execute, and synthesize across research tasks too broad for a single pass.
One workspace for both halves
Internal knowledge and external data are queried together, in an interface built for deal workflow rather than general chat.
Outcomes
What changes for the deal team
Faster screening
Relevant memos, financials, and market signals surface in one pass, so early-stage targets get evaluated in less time.
Diligence that connects
Internal knowledge sits next to live intelligence, exposing risks and openings that siloed tools leave unlinked.
Sensitive material stays sensitive
Proprietary information remains inside a controlled, audit-ready environment for the life of the engagement.
Portfolio visibility that persists
Holdings can be monitored continuously by aggregating internal and external sources in one place.
Before you ask
What deal teams check first.
- Does any confidential document ever leave our environment?
- No. Ingested material stays within the controlled environment where investIQ runs. The web-search capability sends analyst-composed queries outward; it does not transmit your source documents.
- Can the agent search the web on its own?
- No. Web search is user-controlled by design — an analyst triggers it deliberately. There is no background retrieval and no automatic enrichment of internal material.
- Where does it run?
- Inside your controlled environment, whether that's your own cloud account or on-premises. That's a shared standard across every citiusIQ agent, not something specific to investIQ.
- Who is it actually built for?
- Private-market deal teams — analysts and associates doing screening, diligence, and ongoing portfolio work. It's a specialist, not a general-purpose assistant.
Talk to us about investIQ
Tell us about your requirements and our team will get back to you.