Itoflow, an AI platform helping professional investment teams scale research and portfolio management, has raised $2.5m (£1.8m) in pre-seed funding.
Founded in 2026, Itoflow is building AI agents that learn how each investment firm researches opportunities, manages risk and reviews portfolios.
Itoflow says the platform does not impose a particular investment philosophy – instead, it turns each team’s own approach into governed workflows that can operate continuously across global markets and asset classes, including equities, bonds, ETFs, commodities and digital assets.
The startup says its agentic infrastructure gives Itoflow greater control over the security and reliability of agents designed to operate for months or years as markets change.
In current pilots, investment teams define the investment approach, risk constraints and review criteria they want Itoflow to apply.
Its AI agents then use those instructions to conduct quantitative research and backtesting, continuously monitor portfolios and surface material changes with supporting evidence. This enables teams to research and review more investments, monitor more portfolios and apply their processes more consistently without building a significantly larger quantitative research function.
The pre-seed round was led by Balderton Capital and included angel investors such as Cleo founder, Barney Hussey-Yeo.
Itoflow will use the funding to expand its engineering and quantitative research teams, accelerate product development and support its commercial and regulatory work.
“Our long-term research goal is to build self-improving investment agents,” says Aditya Jha, co-founder and CEO of Itoflow.
“As an agent supports a mandate over months and years, it should learn which approaches continue to hold up, identify promising new signals and recognise when an apparent edge has decayed. Within the parameters set by each investment team, these agents could become a powerful tool for continuous discovery.”
