InvestorFlow™ IRM, a software-as-a-service (SaaS) private extranet web application, allows investment management companies to administer and track relationships among various entities such as investors, service providers, fund managers, portfolio companies, potential investors, and advisors. 

InvestorFlow™ IRM provides investment professionals with the ability to customize and track all groups, categories, lists and screens, giving them instant access to contact information and better equipping them with the ability to manage and nurture business relationships.

For the fund raising process, InvestorFlow™ IRM provides investment management professionals decision support intelligence, allowing them to address the right prospects at the right time.

InvestorFlow™ IRM incorporates full two-way integration with Microsoft Outlook, Word, and Excel and automatically consolidates all of your interactions and within the system.

Advantages of using InvestorFlow™ IRM

• Integrally tracks all investor contact and company information, relationships between contacts and firms, among multiple addresses, phone and fax numbers, and email addresses
• Provides historical tracking of contact history when contacts change companies
• Provides comprehensive search screens for searching documents, contacts, and companies
• Seamless integration with MS Outlook for automatic tracking of outbound and inbound email, letters, memos, faxes, calendar events and reminders when sent directly from Outlook
• Provides two-way synchronization with Outlook contacts
  
• Fully integrated with MS Word and Excel for mail merge functionality
• Secure document storage for all file types and sizes
• Document version control with check-in/check-out functionality
• Allows users to assign ownership to contacts for one or more internal users