Itoflow lands $2.5M to scale investment research and portfolio management

AI investment platform Itoflow has secured $2.5 million in pre-seed funding to expand its technology that aids professional investment teams in automating and scaling research and portfolio management. The funding round was led by venture capital firm Balderton Capital, with additional investment from angel investors such as Cleo's founder, Barney Hussey-Yeo.

Founded in 2026, Itoflow is creating AI agents that learn from the unique research methods, risk assessment techniques, and portfolio review strategies of individual investment firms. Instead of adhering to a fixed investment strategy, the platform aims to convert each team's existing approach into controlled workflows that can function continuously across global markets. Itoflow supports various asset classes, including equities, bonds, exchange-traded funds, commodities, and digital assets.

Its agentic infrastructure has been developed from scratch to provide the company with greater control over the security and dependability of agents designed to operate for extended periods amid changing market conditions. In ongoing trials, investment teams articulate their investment approach, risk limitations, and review criteria in straightforward language.

Itoflow's AI agents utilize these instructions to perform quantitative research and backtesting, monitor portfolios, and identify significant changes along with supporting evidence.

The platform is intended to enable investment teams to explore more opportunities and oversee more portfolios while maintaining their current quantitative research team size. It also grants customers control over how the agents function, specifying which actions and thresholds necessitate human approval. Institutional customers can implement the platform within their existing infrastructure, ensuring that proprietary investment strategies and sensitive data remain within their established environments.

Aditya Jha, co-founder and CEO of Itoflow, expressed their long-term objective of developing self-improving investment agents. As an agent supports a mandate over months and years, it should learn which strategies persist, identify promising new signals, and recognize when a previously advantageous edge has diminished. Within the boundaries set by each investment team, these agents could serve as a potent instrument for continuous discovery.

The company is presently conducting pilots with hedge funds and family offices across the globe and is also discussing collaborations with exchanges, brokerages, and financial data providers. The new funding will be utilized to augment Itoflow's engineering and quantitative research teams, expedite product development, and support its commercial and regulatory initiatives.