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InvestorFlow
InvestorFlow - the AI-powered digital transformation suite for alternatives
- Industries
- Financial Services
- Business Need
- ProductivityAnalyticsCollaboration
- Requires
- Sales Cloud
- Compatible With
- Service CloudMarketing Cloud EngagementFinancial Services Cloud
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
Our CRM and Digital Engagement Platform delivers the relationship intelligence, opportunity origination and deal collaboration capabilities that turn your relationships into capital, investments, and partnerships.
InvestorFlow selected Salesforce, the world’s No. 1 enterprise-class CRM and the world’s No. 1 AI CRM, because it offers our firms the security, scalability, and availability they need to turn relationships into capital, investments, and partnerships.
The Pipe+ Outlook Add-In allows users to quickly create, update and multi-relational tag interactions, contacts, companies, opportunities, and more in Salesforce directly from Outlook, saving time and increasing efficiency.
InvestorFlow Pipe+ Smartlists aggregate your pipeline opportunities into an easy to read, edit, and search format with Excel-like functionality. Smartlists allow you to edit individual opportunities or multiple opportunities in-line all at once.
Our team has dozens of years of experience in the alternatives industry, with a thorough understanding of our clients’ business and the problems they are looking to solve.
Powered by Salesforce’s Agentforce solution, InvestorFlow’s out-of-the-box AI capabilities allow you to quickly harness the underlying data in your CRM to find actionable insights and help improve day-to-day efficiency.
Our dedicated Services and Support teams have a wealth of practical product knowledge as well as a strong understanding of the industry, ensuring you have a trusted partner as you work to drive value on our platform.
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.
Pricing Details
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work.
We require a Sales Cloud license to install our license on top of.
Pipe
$180 USD/user/month
Lowest Starting Price