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

AI investment platform Itoflow has raised $2.5 million in
pre-seed funding to develop its technology to help 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 developing AI agents that learn
how individual investment firms research opportunities, assess risk and review
portfolios. Rather than applying a predefined investment strategy, the platform
is designed to translate each team’s existing approach into governed workflows
that can operate continuously across global markets.

Itoflow supports multiple asset classes, including
equities, bonds, exchange-traded funds, commodities and digital assets. Its
agentic infrastructure has been built from the ground up to give the company
greater control over the security and reliability of agents designed to operate
over extended periods as market conditions change.

In current pilots, investment teams define their investment
approach, risk constraints, and review criteria in plain language. Itoflow’s AI
agents use these instructions to conduct quantitative research and backtesting,
monitor portfolios and identify material changes alongside supporting evidence.

The platform is designed to enable investment teams to
research more opportunities and monitor more portfolios while applying their
existing processes consistently, without requiring a corresponding expansion of
their quantitative research teams.

Itoflow also allows customers to determine how its agents
operate, including which actions and thresholds require human approval.
Institutional customers can deploy the platform within their own
infrastructure, allowing proprietary investment strategies and sensitive data
to remain within 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.

The company is currently running pilots with hedge funds
and family offices globally and is also in discussions with exchanges,
brokerages and financial data providers.

The new funding will be used to expand Itoflow’s
engineering and quantitative research teams, accelerate product development and
support its commercial and regulatory work.