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InvestorFlow

By InvestorFlow

InvestorFlow - the AI-powered digital transformation suite for alternatives

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Productivity
Analytics
Collaboration
Requires
Sales Cloud
Compatible With
Service Cloud
Marketing Cloud Engagement
Financial 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. 

  • InvestorFlow AI Powered by AgentForce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Marketing Cloud Engagement
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Cloud Theory FundEngine/26.03.18.0 2603.1800.0
Listed On
03/20/2025
Latest Release
03/18/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 125
Custom Tabs: 27
Custom Apps: 1
Lightning Components
Global: 79
App Builder: 37
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

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.

Need help?

InvestorFlow

Menlo Park, California

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