Welcome to InvestIQ

AI-powered financial model intelligence for infrastructure investment teams

InvestIQ addresses four structural problems in infrastructure investment: analysis cycle time, model opacity, fragmented risk signals, and manual report production.

Analysis cycle time
3-5 days to rebuild a scenario
Model opacity
Access restricted to the model author
Fragmented risk signals
Signals spread across systems
Manual report production
Consumes 30-40% of investment manager time

Core capabilities

📊
Model overview
Upload Excel, auto-parse, health check, live KPIs
🎛️
Sensitivity engine
Live sliders, tornado chart, sensitivity & carbon tables, AI in 3 lines
💰
Cash flow simulator
P10/P50/P90, DSCR covenant, payback tracking
🎲
Monte Carlo engine
Configure distributions, 5,000 trials, hurdle probability, VaR
📈
Performance monitor
Actuals vs plan, IRR reforecast, milestone RAG tracker
🤖
AI assistant
Persona-aware chat — full model context, concise answers, sources shown
📄
Report generator
IC paper, board 1-pager, variance report — live data, instant

Role-based persona system

Every AI output, chart label and report adapts to your role. Switch persona at any time using the strip at the top of every page.

Investment ManagerFull platform access — IRR drivers, sensitivity engine, model audit
CFOCovenant monitoring, board reporting, cash flow management, capital structure
Board DirectorPlain-English verdict, strategic risk, governance triggers — no jargon
Financial AnalystModel audit, formula logic, assumption sources, data lineage
Project OwnerMilestone tracker, capex overrun, schedule risk