InvestorFlow - InvestorFlow - AppExchange
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InvestorFlow
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 40
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 12
  • Year this company was founded Founded 2012
InvestorFlow
InvestorFlow
The Future-Proof CRM and Digital Engagement Platform for Deals and Investor

InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement.

Highlights

  • One Platform for Asset Management##-InvestorFlow's platform allows global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds to scale distributions, report like the pros and simplify investor services.
  • Solutions Designed Create Smarter Relationships and Simplify Investor Relationships##-InvestorFlow is 100% focused on delivering simple and smart tools for asset and investment managers. We're proven to scale from simple to complex fund structures.
  • Scalable and Reliable Technologies##- InvestorFlow's enterprise API allows clients to integrate our platform with Salesforce, DocuSign and Seismic. Any back-office or CRM can be integrated to create compelling investor experiences and workflows.


Description

InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California.

Geographic Focus

Canada
Ontario
International Australia Denmark United Kingdom

Languages

English

About InvestorFlow InvestorFlow is the leading integrated front-office platform to manage sourcing, deal management, fundraising and investor services for alternative asset managers.####InvestorFlow’s open-architecture SaaS platform enables flexibility and configurability, with data ingestion capabilities through API integrations and client- or InvestorFlow-hosted data lake.####Managed services, professional services, and implementation complement InvestorFlow’s product suite and solidify InvestorFlow as a mission-critical enterprise partner to the front offices of alternative asset managers.

Headquarters
Menlo Park, California