InvestorFlow
InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and investor relations solution suite powers fundraising and deal cycles through investor and fund reporting for the leaders in private equity, venture capital and real estate investment. Built on Salesforce, InvestorFlow is the only solution provider to integrate fundraising, deal sourcing, pipeline management, reporting and investor services in one cloud-native suite. InvestorFlow helps private market firms find opportunities, create and manage relationships, and turn insights into action. InvestorFlow's client base includes 25 of the top 50 alternative asset managers, with more than $6 trillion in assets, 750 funds and 90,000 limited partners. InvestorFlow is headquartered in Menlo Park, California, and has offices throughout North America, in the Dominican Republic, and London.
InvestorFlow
InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and investor relations solution suite powers fundraising and deal cycles through investor and fund reporting for the leaders in private equity, venture capital and real estate investment. Built on Salesforce, InvestorFlow is the only solution provider to integrate fundraising, deal sourcing, pipeline management, reporting and investor services in one cloud-native suite. InvestorFlow helps private market firms find opportunities, create and manage relationships, and turn insights into action. InvestorFlow's client base includes 25 of the top 50 alternative asset managers, with more than $6 trillion in assets, 750 funds and 90,000 limited partners. InvestorFlow is headquartered in Menlo Park, California, and has offices throughout North America, in the Dominican Republic, and London.
TL;DR
Product: Cloud-native investor & deal engagement platform for alternative asset managers (built on Salesforce and Azure)
Customers: Serves 150–200+ clients including 25 of the top 50 alternative asset managers; platform covers trillions in AUM
Funding: Raised $30M Series A (April 2022)
Headquarters: Menlo Park, California (offices in North America, Dominican Republic, and London)
Company Overview
Problem Domain
Investor relations, fundraising and deal management for alternative asset managers and other private markets participants.
Founded
2015
Industry
Software Development
Tech Stack
Funding Track Record
$30M
Announced alongside merger with Cloud Theory
Investor Signal
“Ambina Partners led the $30M Series A”