A smarter way to structure your investments
IVO is a visual tool connected to financial data. It allows you to manage multi-tiered entity structures in an intuitive way.
It is your single source of truth to communicate with advisors, collaborate with AI, manage fund flows, control and monitor your past and current positions and design new transactions into the future.
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Visual First
Entities
Drag and drop different entity types into your canvas
Relations
Connect your entities using various types of relations
Time is money
Past
What did our investment look like last year? What positions are at risk with this new law coming up?
Present
What contracts do we need to sign this week? What entities do we need to set up? What are the next steps?
Future
How will we structure this upcoming deal? Which deal and which setup suits our targets best?
Single source of truth
Balance Sheet
Assets | . . . |
Liabilities | . . . |
Equity | 42k |
Captable
Investor A | 8.4k |
Investor B | 12.6k |
Investor C | 21k |
Total | 42k |
Funds Flow
Target | Inv. A | Inv. B | Inv. C | . . . | |
Issuance | 42k | 8.4k | 12.6k | 21k | |
. . . |
Structured data
Your data is structured in such a way that your values stay consistent throughout various views
Single source
Our data model ensures that all your data is consistent and up to date immediately
Structuring assistant
Templates
Use templates to create structures quickly. Create your own templates to keep structures consistent
AI
Our structuring assistent will help you control risk and manage complexity
Exports
Export your structures to Excel, PowerPoint, and PDF.