InvestorFlow
InvestorFlow is a company that provides specialized CRM solutions built on Salesforce for alternative asset firms, offering digital portals and platform integrations to enhance relationship management, productivity, and transparency. Their services help clients manage deal flow, fundraising, and investor relations with a focus on innovation and inclusivity.
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 merges with Cloud Theory
Apr 19, 2022