INVESTMENT INTELLIGENCE

Every great investment starts with a relationship.
Togile turns relationships into smarter investments.

Connect deal sourcing, due diligence, investment workflows, portfolio management, governance, and fund performance — all on one AI-powered platform.

Book a Venture Capital Demo →Start Free

ISO-27001

AES-256

3-week setup

Deal ScoutLIVE

TechFlow AI — Seed stage, AI infra. Score: 9.2/10. Strong founding team, 340% YoY growth.

Portfolio Health

On Track

Watch

At Risk

IC MeetingTMRW

3 companies for review. AI briefs ready. DD packets complete.

Fund III IRR

24.6%

MOIC 3.2x · DPI 1.4x

AI Deal Scout

TechFlow AI · Score 9.2

Portfolio

61 on track · 8 watch

IC Meeting

3 companies · briefs ready

Fund III IRR

24.6%

Scroll to explore

Trusted by forward-thinking investment firms

Shiprocket

Furlenco

Lets Transport

Bennett & Coleman

Top10

Brand Capital

Navata

Infobay.ai

Alfabet Solutions

Angel One

Profitmart

Nifa Infocomp

careerflow.ai

Modular Pulse

Welmont

Hitech Solutions

Skill Curve

Vads Global

Shippin

First Funding

One Freight

Shiprocket

Furlenco

Lets Transport

Bennett & Coleman

Top10

Brand Capital

Navata

Infobay.ai

Alfabet Solutions

Angel One

Profitmart

Nifa Infocomp

careerflow.ai

Modular Pulse

Welmont

Hitech Solutions

Skill Curve

Vads Global

Shippin

First Funding

One Freight

The Problem

Investment firms run on
fragments.
Capital leaks through
the gaps.

01Founder submits application via email

02Associate takes notes in Notion

03Partner meeting scheduled in Google Cal

04Due diligence in shared Dropbox folders

05IC reviews in PowerPoint presentations

06Term sheet drafted in Word, signed in DocuSign

07Portfolio updates arrive in email spreadsheets

08Fund performance tracked in Excel + manual reports

“We had 12 tools, 4 spreadsheet trackers, and zero unified visibility. Great deals slipped through the cracks while partners were in different meetings.

Deal visibility0%

Due diligence time0 wks

Portfolio visibility0%

Manual reporting hours0 hrs/wk

— Industry averages, pre-platform

The Shift

From scattered tools
to one investment OS.

Without Togile

12+ disconnected toolsSilo

No unified deal pipelineBlind

34% deal visibilityLeaking

6-week due diligence cyclesSlow

Manual LP reportingReactive

With Togile

One investment intelligence platformUnified

360° deal & portfolio viewClear

100% deal visibility (tracked)Sealed

2-week AI-accelerated DDFast

Real-time fund dashboardsProactive

The Investment Lifecycle

From first pitch
to successful exit.

13 stages. Every step powered by AI. Every connection tracked.

Togile

01 · FOUNDER

Application received

02 · SCREENING

AI score & filter

03 · REVIEW

Associate analysis

04 · PARTNER

Meeting & notes

05 · DILIGENCE

Document tracking

06 · IC REVIEW

Committee vote

07 · TERM SHEET

Review & generate

08 · INVESTMENT

Wire & onboard

09 · PORTFOLIO

Company tracking

10 · BOARD

Governance & reports

11 · FOLLOW-ON

Re-investment AI

12 · GROWTH

Milestone tracking

13 · EXIT

IPO / acquisition

Powered byTogile CRMCallZapRevoraPulseOnField360

Solutions by Team

Built for every role
in your investment firm.

Investment Analysts

Deal sourcing

Manage deal sourcing, research companies, score opportunities, and prepare investment briefs — all in one workspace.

Deal FlowResearchScoring

Associates

Meeting tracking

Track meetings, notes, and follow-ups. Every founder interaction recorded with AI sentiment analysis and action items.

MeetingsNotesCallZap

Partners

Pipeline & decisions

Full investment pipeline visibility. Make data-driven decisions with AI-scored opportunities and complete context.

PipelineDecisionsAI Scores

Investment Committee

Review & approve

Review opportunities with complete visibility. AI-generated executive briefs, DD summaries, and risk assessments at your fingertips.

IC ReviewBriefsApprovals

Portfolio Success

Monitoring

Monitor portfolio companies, track milestones, engage founders, and detect risks early with AI-powered portfolio intelligence.

MonitoringMilestonesPulse

Fund Operations

Workflows & reporting

Manage documents, workflows, LP reporting, and compliance. Automated fund operations with real-time performance tracking.

DocumentsLP ReportsRevora

Leadership

Fund performance

Real-time fund performance dashboards, portfolio intelligence, and executive analytics — the complete picture, always current.

DashboardsIRRMOICDPI

Meet Your AI Investment Team

Crew that never
misses a deal.

AI Deal Scout

$ togile scout --active

→ TechFlow AI detected

Score: 9.2/10 | AI Infra

Growth: 340% YoY

Team: Ex-Stripe, Ex-Google

→ Recommend: Partner call_

Scans deal flow, identifies promising opportunities, and scores every company that enters your pipeline.

Investment Analyst

$ togile analyze TechFlow

→ Executive brief generated

✓ Strong: $4.2M ARR

✓ Strong: 92% retention

⚠ Risk: High burn rate

⚠ Risk: Single channel

→ Summary: Promising_

Summarizes companies, generates investment briefs, and highlights strengths and risks automatically.

Due Diligence

$ togile dd --status

→ TechFlow AI DD

✓ Financials received

✓ Cap table verified

✗ IP assignment missing

✗ Customer refs pending

→ 2 items outstanding_

Tracks required documents, identifies missing information, and creates executive summaries for IC review.

Portfolio Advisor

$ togile portfolio --health

→ 73 companies monitored

↑ 61 on track

⚠ 8 watch list

↓ 4 at risk

→ Growth opp: DataSync

→ Cross-sell: 3 ready_

Monitors portfolio performance, detects growth opportunities, and flags portfolio risks before they escalate.

Fund Intelligence

$ togile fund --forecast

→ Fund III Performance

IRR: 24.6% (↑ 3.2%)

MOIC: 3.2x (↑ 0.4x)

DPI: 1.4x (↑ 0.2x)

→ Projected IRR: 28%

→ Recommendation: Deploy_

Forecasts fund performance, measures portfolio health, and provides executive recommendations for LP reporting.

Founder Intel

$ togile founder --sentiment

→ Rajesh Kumar (TechFlow)

Sentiment: Positive 87%

Last contact: 12 days ago

⚠ Cooling — call today

→ Also talking to: a16z

→ Action: Partner intro_

Monitors founder sentiment across calls, emails, and meetings. Detects cooling relationships and competitive intelligence.

Enterprise Capabilities

Everything your firm needs.
In one platform.

Deal Flow

Founder CRM & relationship tracking
Investment pipeline management
Multi-channel deal sourcing
AI lead scoring & prioritization

Communication

GSM calling with recording (CallZap)
Email integration & tracking
WhatsApp business messaging
Unified founder timeline

Due Diligence

Document tracking & checklists
AI-powered DD summaries
Investment Committee workflows
Approval workflows & audit trails

Portfolio Management

Company milestones & KPIs
Board meeting management
Follow-on investment tracking
Founder engagement scoring

Fund Analytics

IRR, MOIC, DPI tracking
Pipeline health monitoring
Portfolio KPI dashboards
LP reporting & executive reports

AI & Automation

AI deal scoring & ranking
Investment recommendations
Automated workflow triggers
Predictive portfolio insights

Five products.
One investment OS.

Togile CRM

Core

Founder & investment intelligence — manage relationships, deals, and pipeline

Core

CallZap

Comms

Business communication — calling, recording, sentiment analysis for founder calls

Comms

Revora

Docs

Investment documentation & financial workflows — term sheets, invoices, fund documents

Docs

Pulse

Portfolio intelligence — AI sentiment analysis across founder communications & portfolio health

OnField360

Field

Onsite founder meetings & portfolio visits — schedule, track, and document field activities

Field

One connected platform. Zero blind spots.

Executive Command Center

The complete picture.
Always current.

DEAL FLOW

↑ 18% MoM

PIPELINE

$482M

↑ 12% QoQ

PORTFOLIO

↑ 8 new

FUND IRR

24.6%

↑ 3.2% YoY

Investment Pipeline

LIVE

Deal Flow1,247

Screening312

Due Diligence47

IC Review14

Invested8

Portfolio Health

73 COS

On Track

Watch

At Risk

TechFlow AI↑ 340%

DataSync↑ 180%

CloudNet⚠ Watch

AI INSIGHT

TechFlow AI showing 340% YoY growth with strong retention. Recommend follow-on investment before Series B. Window closing in ~3 weeks based on competitive activity.

Investment Organizations

Built for every type of
investment firm.

Venture Capital

Early & growth stage

Private Equity

Buyouts & growth

Family Offices

Multi-asset allocation

Angel Networks

Syndicate investments

Corporate VC

Strategic investments

Accelerators

Cohort programs

Incubators

Early-stage support

Investment Advisory

Advisory & consulting

Innovation Funds

Corporate innovation

Govt Programs

Public investment funds

Security & Governance

Enterprise-grade security
for investment data.

AES-256 Encryption

Data encrypted at rest & in transit

Role-Based Access

IC permissions & partner-level controls

Audit Logs

Complete activity tracking & history

Document Security

Secure DD rooms with access controls

Cloud Infrastructure

AWS · 99.9% uptime · Multi-region

API Security

OAuth 2.0 · rate limiting · webhooks

ISO-27001

Compliance frameworks supported

Enterprise Governance

LP reporting & regulatory compliance

Compliance Ready

VAPT complaint Audits

Business Outcomes

Measurable impact.
Not just features.

Increase in Deal Visibility

Every deal tracked from sourcing to close

Faster Due Diligence

From 6 weeks to 2 weeks with AI

Better Investment Collaboration

Unified workspace for entire team

Less Manual Work

Automated reports, briefs, and updates

Portfolio Monitoring

Real-time health for every company

Faster Investment Decisions

AI briefs and DD summaries accelerate IC

Works with Your Stack

Connects with everything
your firm already uses.

Google Workspace

Gmail, Calendar, Drive

Microsoft 365

Outlook, Teams, SharePoint

Slack

Notifications & alerts

MS Teams

Collaboration

DocuSign

E-signatures

Dropbox

Document storage

REST APIs

Full API access

Webhooks

Real-time events

100+ More

Zapier, Custom integrations

FAQ

Questions, answered.

Can Togile manage our complete deal flow pipeline?

Yes. Togile tracks every deal from first contact through screening, due diligence, IC review, investment, and portfolio management. You get 100% visibility into your pipeline with AI scoring at every stage.

Can I manage multiple funds within Togile?

Absolutely. Togile supports multi-fund management with separate pipelines, portfolio tracking, and performance analytics per fund. Track IRR, MOIC, and DPI for each vintage independently.

How does AI improve investment decisions?

AI scores every deal, generates investment briefs, tracks due diligence completeness, monitors portfolio health, and forecasts fund performance. It surfaces risks and opportunities before humans can detect them.

Can I automate due diligence workflows?

Yes. Togile automates DD checklists, tracks required documents, flags missing items, and generates executive summaries. AI accelerates DD from 6 weeks to 2 weeks on average.

Can I schedule and manage Investment Committee meetings?

Yes. Schedule IC meetings, attach AI-generated briefs and DD packets, track voting and approvals, and maintain complete audit trails — all within Togile.

Can I manage founder relationships with sentiment analysis?

Yes. Togile tracks every founder interaction across calls, emails, and WhatsApp. AI sentiment analysis detects cooling relationships, flags competitive intelligence, and recommends proactive actions.

Can I monitor portfolio company performance in real-time?

Yes. Track milestones, KPIs, board activities, and founder engagement for every portfolio company. AI monitors health, detects risks, and identifies growth opportunities automatically.

Can I generate LP and executive reports automatically?

Yes. Togile generates LP reports, fund performance summaries, and executive dashboards automatically. Reduce manual reporting from 20 hours/week to under 2 hours.

Can Togile integrate with our existing systems?

Yes. Togile integrates with Google Workspace, Microsoft 365, Slack, Teams, DocuSign, Dropbox, and 100+ other tools via REST APIs and webhooks.

Is my investment data secure?

Yes. AES-256 encryption, role-based access with IC permissions, complete audit logs, secure document rooms, and ISO-27001 compliance. Enterprise-grade security throughout.

Can I track board meetings and governance activities?

Yes. Schedule board meetings, track attendance, manage board documents, record decisions, and maintain governance records for every portfolio company.

Can AI recommend follow-on investments?

Yes. AI monitors portfolio performance, growth trajectories, and market conditions to recommend follow-on investments with timing insights and competitive intelligence.

How long does implementation take?

Typically 3 weeks for standard deployment. Includes data migration, team onboarding, workflow configuration, and integration setup. Dedicated onboarding team included.

Can different team members have different access levels?

Yes. Granular role-based access control lets you set permissions for analysts, associates, partners, IC members, and LPs. Each role sees exactly what they need.

What types of investment firms use Togile?

VC firms, PE firms, family offices, angel networks, corporate venture capital teams, accelerators, incubators, investment advisory firms, innovation funds, and government investment programs.

Ready to begin?

Build the future of
investment management.

Connect founders, investment teams, portfolio companies, and leadership on one AI-powered Investment Intelligence Platform.

Book a Venture Capital Demo →Start Free

3-week setup

ISO-27001

Dedicated onboarding

Every great investment starts with a relationship. Togile turns relationships into smarter investments.

Investment firms run onfragments.Capital leaks throughthe gaps.

From scattered toolsto one investment OS.

From first pitchto successful exit.

Built for every rolein your investment firm.

Investment Analysts

Associates

Partners

Investment Committee

Portfolio Success

Fund Operations

Leadership

Crew that never misses a deal.

AI Deal Scout

Investment Analyst

Due Diligence

Portfolio Advisor

Fund Intelligence

Founder Intel

Everything your firm needs.In one platform.

Five products.One investment OS.

Togile CRM

CallZap

Revora

Pulse

OnField360

The complete picture.Always current.

Investment Pipeline

Portfolio Health

Partner Activity Timeline

Top Portfolio Companies

Fund Performance by Vintage

Built for every type ofinvestment firm.

Enterprise-grade securityfor investment data.

AES-256 Encryption

Role-Based Access

Audit Logs

Document Security

Cloud Infrastructure

API Security

ISO-27001

Enterprise Governance

Compliance Ready

Measurable impact.Not just features.

Connects with everythingyour firm already uses.

Questions, answered.

Build the future ofinvestment management.

Every great investment starts with a relationship.
Togile turns relationships into smarter investments.

Investment firms run on
fragments.
Capital leaks through
the gaps.

From scattered tools
to one investment OS.

From first pitch
to successful exit.

Built for every role
in your investment firm.

Crew that never
misses a deal.

Everything your firm needs.
In one platform.

Five products.
One investment OS.

The complete picture.
Always current.

Built for every type of
investment firm.

Enterprise-grade security
for investment data.

Measurable impact.
Not just features.

Connects with everything
your firm already uses.

Build the future of
investment management.