Invest

Invest

with who you trust

with who you trust

with who you trust

We're building the future of private company investing - one where the best investment opportunities don’t stay siloed — they’re shared, vetted, and co-owned by people who elevate each other.

Co-invest alongside the world’s leading private market firms.

Start for free

Start for free

You probably don’t struggle with deciding whether to invest. You struggle with everything around it. Getting into the round. Getting the allocation. Getting everyone aligned before it closes.

Most good private deals don’t die because of the company. They die quietly in email threads. Someone’s slow. Someone needs one more doc. Someone’s lawyer asks a question no one owns. By the time it’s sorted, the round is full.

Investing with others should help. In reality, it often makes things worse. Suddenly you’re managing cap tables, reminders, versions, side conversations, and a vague sense that something important is sitting in the wrong folder.

After a few years of this, the pattern becomes obvious: the problem isn’t deal flow or capital. It’s that co-investing still runs on improvised systems and personal goodwill.

Pools is what we wished existed when writing those checks. A single place where a group investment actually lives—from structure to close to what happens after.

You form the SPV, invite the people you trust, and everyone moves through the same process. No chasing. No guessing who’s done what. No rebuilding the setup for every deal.

What changes isn’t just speed. It’s how often you say yes. When the mechanics stop being a project, good opportunities stop feeling heavy.

Pools doesn’t promise better investments. It removes the reasons good ones fall apart.

One place to run shared investments

start investing without the mess.

Everything that usually lives in emails, spreadsheets, and side threads finally lives together.

Close-up of the hand holding the mobile phone
Close-up of the hand holding the mobile phone

Form and fund in hours. Set up your SPV, invite investors, and close in a single flow. Pools automates KYC, signatures, and transfers — so deals don’t stall on admin.

Form and fund in hours. Set up your SPV, invite investors, and close in a single flow. Pools automates KYC, signatures, and transfers — so deals don’t stall on admin.

Compliance built-in. Every investor, every document, every transaction — verified and secured. Pools keeps your SPVs compliant across jurisdictions without extra lawyers or tools.

Compliance built-in. Every investor, every document, every transaction — verified and secured. Pools keeps your SPVs compliant across jurisdictions without extra lawyers or tools.

Jason

Shared

SF Connection

NY Syndicate

AI Asia

Energy

Workspaces

Deal Room

Investment Structures

Investor Materials

Pitch Decks & Docs

Jason

Shared

SF Connection

NY Syndicate

AI Asia

Energy

Workspaces

Deal Room

Investment Structures

Investor Materials

Pitch Decks & Docs

Explore

Explore

Do More Than Just Invest

Your SPV isn’t just a deal — it’s a system for how you invest together. Pools brings every step of group investing into one clean, automated flow.

  • Form SPVs

    Create a compliant investment vehicle in minutes — no lawyers, no friction.

  • Form SPVs

    Create a compliant investment vehicle in minutes — no lawyers, no friction.

  • Form SPVs

    Create a compliant investment vehicle in minutes — no lawyers, no friction.

  • Onboard Investors

    Invite, verify, and collect commitments with one link and zero spreadsheets.

  • Onboard Investors

    Invite, verify, and collect commitments with one link and zero spreadsheets.

  • Onboard Investors

    Invite, verify, and collect commitments with one link and zero spreadsheets.

  • Sign & Close

    All docs, signatures, and transfers handled in-app — one close, one line.

  • Sign & Close

    All docs, signatures, and transfers handled in-app — one close, one line.

  • Sign & Close

    All docs, signatures, and transfers handled in-app — one close, one line.

  • Track & Distribute

    Stay aligned post-close with performance tracking, updates, and payouts.

  • Track & Distribute

    Stay aligned post-close with performance tracking, updates, and payouts.

  • Track & Distribute

    Stay aligned post-close with performance tracking, updates, and payouts.

Anywhere, Anytime. Verify who you are wherever you are. Whether you're at home or on the go, your iPhone or Apple Watch and FaceID have got you covered.

No locked outputs. Edit any output, conversation, or file with the flexibility you expect from tools like Docs or Notion.


Copy

Cmd+D

Download

Cmd+D

Share

Cmd+S

Bookmark

Cmd+B

Edit

Cmd+E

Delete

Del

Copy

Cmd+D

Download

Cmd+D

Share

Cmd+S

Bookmark

Cmd+B

Edit

Cmd+E

Delete

Del

Copy

Cmd+D

Download

Cmd+D

Share

Cmd+S

Bookmark

Cmd+B

Edit

Cmd+E

Delete

Del

Custom AI agents. Build specialized investment AI agents for research, diligence, and decision-making.


Create agent

Assemble task-specific investment AI agents from modular actions.

Source

Monitor

Validate

Signal

Analyze

Notify

Or just describe what the agent should do…

Create agent

Assemble task-specific investment AI agents from modular actions.

Source

Monitor

Validate

Signal

Analyze

Notify

Or just describe what the agent should do…

Create agent

Assemble task-specific investment AI agents from modular actions.

Source

Monitor

Validate

Signal

Analyze

Notify

Or just describe what the agent should do…

Connect the tools you use. From storage to deal flow. Integrate CRMs, databases, folders, product trackers, and more. Everything you already rely on, working together.

No locked outputs. Edit any output, conversation, or file with the flexibility you expect from tools like Docs or Notion.


5 New Signals

Deal flow & portfolio updates

New Message!

Sarah sent you a message.

Just Now

Level Up!

You've unlocked a new achievement.

2 min ago

Reminder: Meeting Today

Your team meeting starts in 30 minutes.

3 hour ago

Special Offer!

Save 20% off on subscription upgrade.

12 hours ago

Task Assigned!

A new task is awaiting your action.

Yesterday

5 New Signals

Deal flow & portfolio updates

New Message!

Sarah sent you a message.

Just Now

Level Up!

You've unlocked a new achievement.

2 min ago

Reminder: Meeting Today

Your team meeting starts in 30 minutes.

3 hour ago

Special Offer!

Save 20% off on subscription upgrade.

12 hours ago

Task Assigned!

A new task is awaiting your action.

Yesterday

5 New Signals

Deal flow & portfolio updates

New Message!

Sarah sent you a message.

Just Now

Level Up!

You've unlocked a new achievement.

2 min ago

Reminder: Meeting Today

Your team meeting starts in 30 minutes.

3 hour ago

Special Offer!

Save 20% off on subscription upgrade.

12 hours ago

Task Assigned!

A new task is awaiting your action.

Yesterday

Ask anything, share anything. Talk to your AI assistant, upload files, extract answers, or get summaries — always-on support built into your workspace.

Ask a follow up

Ask a follow up

Ask a follow up

Giel

Leo Ramirez

29 minutes ago

Investor Update Q2 2025 – Neuron Stack

Dear Investors, Q2 marked a major inflection point for Neuron Stack. With the launch of our AI orchestration platform in beta, usage jumped 3.2x across enterprise pilots...

Giel

Sunail Xiteros

2 hours ago

Update Q2 2025 – Timeless Bio

Dear Timeless Backers, I’m excited to share that VF-301 entered IND-enabling studies ahead of sche…

Giel

Maya Chen

1 day ago

Q2 2025 Update – Flowpilot AI

Hi everyone – Q2 brought our largest customer to date (a Fortune 100), and monthly revenue crossed $120...

Giel

Leo Ramirez

29 minutes ago

Investor Update Q2 2025 – Neuron Stack

Dear Investors, Q2 marked a major inflection point for Neuron Stack. With the launch of our AI orchestration platform in beta, usage jumped 3.2x across enterprise pilots...

Giel

Sunail Xiteros

2 hours ago

Update Q2 2025 – Timeless Bio

Dear Timeless Backers, I’m excited to share that VF-301 entered IND-enabling studies ahead of sche…

Giel

Maya Chen

1 day ago

Q2 2025 Update – Flowpilot AI

Hi everyone – Q2 brought our largest customer to date (a Fortune 100), and monthly revenue crossed $120...

Giel

Leo Ramirez

29 minutes ago

Investor Update Q2 2025 – Neuron Stack

Dear Investors, Q2 marked a major inflection point for Neuron Stack. With the launch of our AI orchestration platform in beta, usage jumped 3.2x across enterprise pilots...

Giel

Sunail Xiteros

2 hours ago

Update Q2 2025 – Timeless Bio

Dear Timeless Backers, I’m excited to share that VF-301 entered IND-enabling studies ahead of sche…

Giel

Maya Chen

1 day ago

Q2 2025 Update – Flowpilot AI

Hi everyone – Q2 brought our largest customer to date (a Fortune 100), and monthly revenue crossed $120...

Never miss a deal. Stay updated without the noise. Get investor updates, new deals, and portfolio news directly in your inbox — organized, searchable, and made for collaboration.

Sync files instantly. From cloud to desktop. Seamlessly sync documents between your local computer and your investor hub. No version chaos.

Sync with your computer

Google Drive

Outlook

Gong

Dropbox

Sharepoint

Box

OneDrive

Egnyte

Sync with your computer

Google Drive

Outlook

Gong

Dropbox

Sharepoint

Box

OneDrive

Egnyte

Sync with your computer

Google Drive

Outlook

Gong

Dropbox

Sharepoint

Box

OneDrive

Egnyte

From interface to investment flow. Customize dashboards, workflows, and notifications to match how your crew works — and how you think.

Guidance at every step. Being with Pools means having personalized guidance from experienced experts on how to manage your portfolio.

Access all leading AI models. Including OpenAI (ChatGPT), Google Gemini, Anthropic Claude, and more — from a single interface.

o3

o4 Mini

GPT-4.1

Gemini 2.5 Pro

Gemini 2.5 Flash

Opus

Sonnet

o3

o4 Mini

GPT-4.1

Gemini 2.5 Pro

Gemini 2.5 Flash

Opus

Sonnet

o3

o4 Mini

GPT-4.1

Gemini 2.5 Pro

Gemini 2.5 Flash

Opus

Sonnet

Enterprise-Grade Security

Built for Modern Investing

Our platform gives private investor groups everything they need to make confident, coordinated decisions together. From sourcing to signing, calls to collaboration — it’s all streamlined. AI-backed. Family-office inspired. Built for trusted circles.

End-to-end encryption for all investor data and deal documents

AI-powered insights with strict access controls and audit logging

GDPR-compliant infrastructure, hosted securely in the EU

SOC 2 Type 2

SOC 2 Type 2

SOC 2 Type 2

ISO 27001

ISO 27001

ISO 27001

GDPR

GDPR

GDPR

Frequently asked

What is Pools, in simple terms?
icon

Pools is a shared workspace for private investments. It’s where you share deals, discuss them with co-investors, analyze materials, and keep everything organized before and after you invest.

Is Pools a fund or an investment manager?
icon

No. Pools doesn’t manage money, give investment advice, or decide what you invest in. It’s infrastructure — you and your group stay in control of decisions and capital.

Who is Pools built for?
icon

Pools is built for individuals and groups who regularly co-invest in private companies — angels, syndicate leads, family offices, and repeat co-investors who are tired of running deals through email and spreadsheets.

How does AI fit into the investment process?
icon

AI helps you work through deal materials faster — summarizing documents, highlighting risks, and answering questions. It supports your judgment; it doesn’t replace it.

What happens after the investment is made?
icon

Pools stays useful after the close. You can track updates, documents, and portfolio activity in the same place, instead of rebuilding a new system for every deal.

What is Pools, in simple terms?
icon

Pools is a shared workspace for private investments. It’s where you share deals, discuss them with co-investors, analyze materials, and keep everything organized before and after you invest.

Is Pools a fund or an investment manager?
icon

No. Pools doesn’t manage money, give investment advice, or decide what you invest in. It’s infrastructure — you and your group stay in control of decisions and capital.

Who is Pools built for?
icon

Pools is built for individuals and groups who regularly co-invest in private companies — angels, syndicate leads, family offices, and repeat co-investors who are tired of running deals through email and spreadsheets.

How does AI fit into the investment process?
icon

AI helps you work through deal materials faster — summarizing documents, highlighting risks, and answering questions. It supports your judgment; it doesn’t replace it.

What happens after the investment is made?
icon

Pools stays useful after the close. You can track updates, documents, and portfolio activity in the same place, instead of rebuilding a new system for every deal.

What is Pools, in simple terms?
icon

Pools is a shared workspace for private investments. It’s where you share deals, discuss them with co-investors, analyze materials, and keep everything organized before and after you invest.

Is Pools a fund or an investment manager?
icon

No. Pools doesn’t manage money, give investment advice, or decide what you invest in. It’s infrastructure — you and your group stay in control of decisions and capital.

Who is Pools built for?
icon

Pools is built for individuals and groups who regularly co-invest in private companies — angels, syndicate leads, family offices, and repeat co-investors who are tired of running deals through email and spreadsheets.

How does AI fit into the investment process?
icon

AI helps you work through deal materials faster — summarizing documents, highlighting risks, and answering questions. It supports your judgment; it doesn’t replace it.

What happens after the investment is made?
icon

Pools stays useful after the close. You can track updates, documents, and portfolio activity in the same place, instead of rebuilding a new system for every deal.

Investors moving their SPVs to Pools report faster investor onboarding, cleaner compliance, and less administrative overhead.

72%

Faster investor onboarding

72%

Faster investor onboarding

72%

Faster investor onboarding

61%

Lower legal and admin costs

61%

Lower legal and admin costs

61%

Lower legal and admin costs

State of 2026

State of 2026

State of 2026

Deal flow. Alignment. Execution.

Finding deals is easy.
Deciding together is hard.

Deal flow. Alignment. Execution.

Finding deals is easy.
Deciding together is hard.

Deal flow. Alignment. Execution.

Finding deals is easy.
Deciding together is hard.

Running the investment is chaos.

Running the investment is chaos.

Running the investment is chaos.

Until now.

Until now.

Until now.

Welcome Go

The operating system for co-investing.

Try it now.