Features
A Proven Industry Innovator
InvestorFlow is the platform private markets firms run on — AI built into every workflow for fundraising, deal execution, and investor relations.
The Leading Private Equity CRM and Investor Portal
Every investor. Every insight. One platform. InvestorFlow AI connects your firm’s relationship history, investor preferences, and asset intent, then surfaces your team’s next best action, so you raise capital faster, deploy it smarter, and serve investors better.
What's New
Testimonials
It was really comforting to know that this system is already designed with scalability in mind... We feel very confident that this will be the right platform to help us grow and evolve over time.
Lorenna Buck, Ph.D.
Managing Director
Managing Director
They are best in class in the alternative asset space, and we think their forward-thinking mindset about technology helps us to achieve our goals as well.
Moustafa ElBialy
CIO
CIO
It will save you time, it will save you hours of unnecessary work.
Phillippa Twohig-Howell
Analyst
Analyst
A granular view of the deals we’re working on across 14 countries enables our teams to collaborate more effectively, which is especially useful for a pan European business like M7.
David Ebbrell
CEO
CEO
InvestorFlow has been a huge part of our success. They understand our business. They work in this space, so they understand what we're trying to accomplish. They understand the data and come to us with solutions.
Julia Boylan Gonos
Salesforce Director
Salesforce Director
InvestorFlow has been instrumental in managing our complex portfolio. The integration and functionality they provide have dramatically improved our operational efficiency — absolutely indispensable.
Jeffrey Green
Managing Director, Verde Technology Ventures
Managing Director, Verde Technology Ventures
Industry Clouds
AI-Powered for Every Asset Class
Enterprise Grade Security
and Compliance
Developed with Azure
Built on Salesforce
Powered by OpenAI
End-to-End Compliance
Third-Party Validation
AES-256 Encryption
FAQs
What is InvestorFlow?
InvestorFlow is the leading AI-powered front-office platform for capital formation, private wealth, capital deployment, and investor services in the private markets, trusted by more than 200 of the top private markets firms.
Who is InvestorFlow built for?
InvestorFlow is purpose-built for private markets firms across Private Equity, Private Credit, and Real Assets, supporting fundraising teams, deal teams, private wealth teams, and investor services teams with AI built into every workflow.
How does InvestorFlow's AI help my team?
InvestorFlow AI connects your firm’s relationship history, investor preferences, and asset intent, then surfaces your team’s next best action, helping you raise capital faster, deploy it smarter, and serve investors better.
Is InvestorFlow secure and compliant?
Yes. InvestorFlow delivers enterprise-grade security through a zero-trust architecture, AES-256 encryption for data at rest, and web application firewalls to guard against threats like DDoS and SQL injection. The platform holds SOC 2 Type 2 and ISO/IEC 27001:2022 certifications and adheres to global privacy regulations including GDPR and CCPA.
What technology powers InvestorFlow?
InvestorFlow is built on a named enterprise stack — Anthropic, OpenAI, Okta, Salesforce, Microsoft Azure, and Snowflake — plus data partners Preqin, PitchBook, and Equilar feeding directly into the AI layer.
Does InvestorFlow offer solutions for specific asset classes?
Yes. InvestorFlow is AI-powered for every asset class, with dedicated solutions for Private Equity (capital sourcing to LP updates), Private Credit (syncing deals and investor services in one scalable solution), and Real Assets (unifying capital formation, deal sourcing, asset management, and investor services in a centralized platform).
How does InvestorFlow support Capital Formation and fundraising?
Fundraising teams use InvestorFlow to identify the right LPs, track every commitment, and close funds faster, with AI-driven insights and digital experiences that help raise larger funds smarter and build stronger investor relationships.
How does InvestorFlow support Private Wealth?
Private wealth teams use InvestorFlow to reach wealth channels, onboard new investors, and manage a growing base of relationships in one place. AI helps them find the right intermediaries, personalize each outreach, and serve more investors as demand grows.
How does InvestorFlow support Capital Deployment and deal management?
Deal teams use InvestorFlow to capture more opportunities, prioritize the right deals, and move from diligence to close, using AI to auto-generate target lists and surface proprietary data trapped inside meeting notes and emails.
What does InvestorFlow offer for Investor Services and Investor Portals?
Investor Services teams use InvestorFlow to personalize investor engagement, automate reporting, and manage every LP relationship in one place. The branded Investor Portal gives LPs a secure destination to view statements, documents, and fund insights, with granular permissions and full audit trails.
How does InvestorFlow's Relationship Intelligence work?
Relationship Intelligence gives your firm a clear, firmwide view of relationship data and connectivity to any target, with insights embedded directly into your workflows, helping teams identify warm introduction paths instead of relying on cold outreach.
How can I see InvestorFlow in action?
You can book a personalized 30-minute demo directly on the InvestorFlow website to see the platform tailored to your firm’s workflows.
Take a 30 minute tour of InvestorFlow
Promo Form
"*" indicates required fields