Turn AI Into AUM
Speed and Smarts Win. InvestorFlow AI makes your executives and deal professionals smarter and better prepared to seize the opportunity — close a new investor, work a new investment, collaborate with colleagues — and increases their velocity by eliminating the manual tasks — call notes, record updates, document reviews — that slow them down. AI powers every fund workflow helping your team work faster and sharper.
Watch InvestorFlow AI in Action
InvestorFlow AI powered by Agentforce automates reporting, tearsheets, email outreach, and deeper insights for 3rd party data.
Book a Meeting 
Turn AI into Action
InvestorFlow AI delivers tangible value into every step in the capital cycle
Fundraising
AI drives firms to better engage prospective investors based on relationships, interest, and past collaborations, while updating pipeline records to enhance cross-firm collaboration and immediate follow-up.
Deal Management
AI also shows great promise in enabling deal professionals to source, review and run a completely new volume of investments opportunities.
Asset Management
AI enables InvestorFlow to aggregate data from a variety of sources to aid in valuation, reporting and taking action to optimize the returns on capital invested.
Investor Services
AI is a force multiplier for client services personnel to provide visibility into current investments and customized information on new opportunities for their investors at scale.
Real-Time Reporting
AI can dramatically reduce the time it takes to generate accurate reports for internal and external stakeholders to drive tighter, more efficient execution.
Deal Management
AI also shows great promise in enabling deal professionals to source, review and run a completely new volume of investments opportunities.
Investor Services
AI is a force multiplier for client services personnel to provide visibility into current investments and customized information on new opportunities for their investors at scale.
In The News
InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets
