InvestorFlow
InvestorFlow is seeking a Sales Development Representative to generate top‑of‑funnel pipeline by prospecting, qualifying leads, and booking discovery meetings with private equity, real assets, and private credit firms. The role works closely with Account Executives and Marketing, leveraging Salesforce and outreach tools to drive qualified meeting targets and support the company’s growth in the alternative asset management space.
Headquarters
San Francisco, California, United States
Company Size
51-200 employees
Founded
2015
InvestorFlow is an AI-powered front-office platform that powers capital formation, deployment, and investor services for private markets. Its integrated application suite and industry-specific "clouds" (e.g., private equity, real assets) centralize fundraising, portfolio management, investor reporting, analytics, and compliance workflows. Built on a multi-cloud architecture and supported by a partnership network, the platform emphasizes automation, data-driven insights, and secure enterprise integrations. Fund managers and investor services teams use InvestorFlow to streamline operations, improve investor communications, and scale private markets activities.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for InvestorFlow.
InvestorFlow didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
InvestorFlow merges with Cloud Theory
Apr 19, 2022