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InvestorFlow

InvestorFlow - the AI-powered digital transformation suite for alternatives

Overview

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. 

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  • 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.

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.

Categories

Business Needs
Productivity
Analytics
Collaboration
Industries
Financial Services
Personas
Administrator
Business User
Executive
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

More from InvestorFlow

  • InvestorFlow
    by InvestorFlow
    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.