InvestorFlow
The Digital Backbone for Private Markets.
Overview
InvestorFlow provides a cloud-native platform that integrates fundraising, deal management, reporting, and investor services. Built on the Salesforce platform, it helps private equity, real estate, and venture capital firms manage relationships and workflows across the entire investment lifecycle. It leverages AI to extract insights from data and streamline processes.
✨ Key Features
- Fundraising CRM
- Deal Sourcing & Pipeline Management
- Investor Portal
- Investor Reporting
- AI-driven Insights
- Capital Call & Distribution Notices
🎯 Key Differentiators
- Native integration with the Salesforce platform.
- AI-powered features for data extraction and insights.
- Unified platform for both deal and investor management.
Unique Value: A single, intelligent system that connects every front-office workflow, turning a firm's proprietary data and relationships into a competitive advantage.
🎯 Use Cases (4)
✅ Best For
- Unifying front-office workflows for capital raising and deal sourcing.
- Leveraging AI to identify investor preferences and target lists.
- Providing a secure, digital experience for limited partners.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms not using or wanting to use the Salesforce ecosystem.
- Small syndicators who do not need enterprise-level CRM capabilities.
🏆 Alternatives
Offers a more deeply integrated CRM experience by being built on Salesforce, which is a major advantage for firms already invested in that ecosystem.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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