Itoflow has raised $2.5 million in Pre-Seed funding led by Balderton, with participation from angel investors including Cleo Founder and CEO Barney Hussey-Yeo.
The AI investment technology company plans to use the funding to expand its engineering and quantitative research teams, accelerate product development and support commercial and regulatory work.
Founded in 2026, Itoflow is developing AI agents that learn how individual investment firms research opportunities, manage risk and review portfolios.
Rather than imposing a specific investment philosophy, Itoflow converts each firm’s own investment approach into governed workflows that can operate continuously across equities, bonds, ETFs, commodities and digital assets.
Investment teams can define their investment approach, risk constraints and review criteria in plain English. Itoflow’s agents can then conduct quantitative research and backtesting, monitor portfolios and identify material changes with supporting evidence.
Customers retain control over which actions and thresholds require human approval, and institutional clients can deploy the platform inside their own infrastructure to keep sensitive data and proprietary strategies within their environment.
Itoflow is currently running pilots with hedge funds and family offices globally and is in discussions with exchanges, brokerages and financial data providers.
Co-Founder and CEO Aditya Jha previously spent nine years as a quantitative researcher at JPMorgan, RBC and Tower Research Capital, where he served as Business Head for Mid-Frequency Trading. Other members of the founding team previously built infrastructure at Apple, Google and Microsoft and have quantitative research experience from JPMorgan.
KEY QUOTES:
“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.”
Aditya Jha, Co-Founder and CEO of Itoflow
“The most sophisticated investment firms spend years building the systems and research teams needed to test ideas, manage risk and respond as markets change. Aditya and the team are changing the economics of that model, giving many more investment firms access to systematic capabilities that were previously too expensive and complex to build. They combine a rare depth of quantitative trading experience with the technical ability to deliver it at scale.”
Sivesh Sukumar, Principal at Balderton
“Building Cleo has taught me that financial AI only works when it’s intuitive, trustworthy and keeps people in control. Itoflow gets that. It gives investment teams sophisticated tools without asking them to give up their own process or judgment. I’m excited to back Aditya and the team.”
Barney Hussey-Yeo, Founder and CEO of Cleo
