We change how private market investing works. Instead of siloed they’re shared, vetted, and co-owned by people who elevate each other.
Co-invest alongside
We change how private market investing works. Instead of siloed they’re shared, vetted, and co-owned by people who elevate each other.
Co-invest alongside
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.
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.
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.
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.
Our solutions capabilities
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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Download
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Share
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Bookmark
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Edit
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Delete
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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
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
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Your BO.
In your pocket.
Always, anywhere.
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
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
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.
SOC 2
ISO 27001
GDPR
CCPA
DORA
EU AI Act
NIST AI RMF
ISO 42001
Frequently asked
What is Pools, in simple terms?
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?
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?
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?
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?
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
61%
Lower legal and admin costs