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InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and…

InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and…
What they do: AI-powered CRM and investor-portal platform for private markets (private equity, private credit, real assets)
Product highlights: Fundraising, deal management, investor reporting, and investor portals in a cloud-native suite
Customers / scale: Clients include 25 of the top 50 alternative asset managers, covering 750 funds and 90,000 limited partners
Headquarters: Menlo Park, California
Series A led by Ambina Partners (reported $30M tied to merger with Cloud Theory)
CRM, capital formation (fundraising), capital deployment (deal management), and investor services for private markets
Software Development
$30 million
Series A reported in connection with a merger between InvestorFlow and Cloud Theory
“Ambina Partners led the Series A”
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