Itoflow raises $2.5M to scale AI-powered investment research and portfolio management
AI investment platform Itoflow has raised $2.5 million in pre-seed funding to develop its technology for helping professional investment teams automate and scale research and portfolio management. The round was led by Balderton Capital, with participation from angel investors including Cleo founder Barney Hussey-Yeo.
Founded in 2026, Itoflow is building AI agents that learn how individual investment firms research opportunities, assess risks, and manage portfolios. Instead of using a fixed investment strategy, the platform is designed to turn each team’s existing methods into controlled workflows that can run continuously across global markets.
Itoflow supports a range of asset classes, including stocks, bonds, exchange-traded funds (ETFs), commodities, and digital assets. Its AI infrastructure has been built specifically to provide greater control over the security and reliability of agents that operate for long periods and adapt as market conditions change.
In its current pilots, investment teams provide their investment strategies, risk limits, and review criteria in plain language. Itoflow’s AI agents then use these instructions to conduct quantitative research and backtesting, monitor portfolios, and identify significant changes with supporting evidence.
The platform aims to help investment teams research more opportunities and monitor a larger number of portfolios while maintaining consistent investment processes, without needing to significantly increase the size of their quantitative research teams.
Itoflow also gives customers control over how its AI agents operate, including setting which actions and risk thresholds require human approval. Institutional clients can deploy the platform within their own infrastructure, allowing sensitive data and proprietary investment strategies to remain in their existing environments.
Our long-term research goal is to build self-improving investment agents. 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,
said Aditya Jha, co-founder and CEO of Itoflow
Itoflow is currently running pilot programmes with hedge funds and family offices worldwide. The company is also in talks with exchanges, brokerages, and financial data providers to expand its platform and partnerships.
The new funding will be used to grow Itoflow’s engineering and quantitative research teams, speed up product development, and support its commercial and regulatory efforts.