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InvestorFlow

By InvestorFlow

The Future-Proof CRM and Digital Engagement Platform for Deals and Investor

Salesforce Consultants
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
11
Certifications
The number of certifications held by people at this organization that align to competencies
39

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.

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.

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.

Provider Details

InvestorFlow
Menlo Park, California

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.

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States

Languages

Supported Languages

English

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InvestorFlow
by InvestorFlow
No Ratings
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.