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.
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.
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.
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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.
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.
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.
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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
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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.
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Ask anything, share anything. Talk to your AI assistant, upload files, extract answers, or get summaries — always-on support built into your workspace.
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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
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Dropbox
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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.
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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
ISO 27001
GDPR
Frequently asked
Investors moving their SPVs to Pools report faster investor onboarding, cleaner compliance, and less administrative overhead.
72%
Faster investor onboarding
61%
Lower legal and admin costs
State of 2026
The operating system for co-investing.
Try it now.