InvestIQ
UploadOverviewSensitivityCash FlowMonte CarloENGINEReportsAI

Monte Carlo simulation engine

Dynamic canonical inputs · calibrated model · persisted asynchronous results

A persisted calculation run is required.

Open calculation setup

Welcome to InvestIQ

AI-powered financial model intelligence for infrastructure investment teams

InvestIQ addresses four structural problems in infrastructure investment: analysis cycle time, model opacity, fragmented risk signals, and manual report production.

Analysis cycle time
3-5 days to rebuild a scenario
Model opacity
Access restricted to the model author
Fragmented risk signals
Signals spread across systems
Manual report production
Consumes 30-40% of investment manager time

Core capabilities

📊
Model overview
Upload Excel, auto-parse, health check, live KPIs
🎛️
Sensitivity engine
Live sliders, tornado chart, sensitivity & carbon tables, AI in 3 lines
💰
Cash flow simulator
P10/P50/P90, DSCR covenant, payback tracking
🎲
Monte Carlo engine
Configure distributions, 5,000 trials, hurdle probability, VaR
🤖
AI assistant
Persona-aware chat — full model context, concise answers, sources shown
📄
Report generator
IC paper, board 1-pager, variance report — live data, instant

Role-based persona system

Every AI output, chart label and report adapts to your role. Switch persona from the report composer when you need a different perspective.

Investment ManagerFull platform access — IRR drivers, sensitivity engine, model audit
CFOCovenant monitoring, board reporting, cash flow management, capital structure
Board DirectorPlain-English verdict, strategic risk, governance triggers — no jargon
Financial AnalystModel audit, formula logic, assumption sources, data lineage
Project OwnerMilestone tracker, capex overrun, schedule risk