Reports

One conversation, with report prompts tailored to the selected persona.

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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