Resources

InvestorFlow and Equilar Partner to Revolutionize Deal Flow in Financial Services

MENLO PARK, CA, September 30, 2024 –InvestorFlow, the premier deal management and investor communications platform for financial services and private equity, and Equilar, the leading provider of relationship intelligence solutions today announced a strategic partnership. This collaboration integrates Equilar's real-time executive intelligence with InvestorFlow's deal management capabilities, delivering a cutting-edge solution to enhance deal sourcing, relationship management, and portfolio oversight for financial services firms.

With this new integration, InvestorFlow clients can now leverage Equilar’s comprehensive executive intelligence data to stay informed on key executive transitions, refine relationship mapping, and accelerate deal flow. This partnership offers financial services and private equity professionals a streamlined approach to identifying opportunities and maximizing relationships.

Enhancing Efficiency with Integrated Executive Intelligence
Equilar’s data-driven insights, combined with InvestorFlow’s deal management platform, provide users with unprecedented efficiency in tracking executive movements and managing portfolio relationships. The integration allows firms to build personalized outreach strategies based on real-time intelligence, fostering cross-functional collaboration and ensuring teams are equipped with a unified view of their networks.

Todd Glasson, CEO of InvestorFlow, commented on the significance of the partnership: “InvestorFlow’s mission has always been to simplify and optimize the deal management process. By integrating Equilar’s executive intelligence, we’re empowering our clients to leverage actionable insights, build stronger networks, and seize new opportunities faster than ever before.”

Empowering Dealmakers with Enhanced Tools
This partnership signals a new era for dealmakers in financial services and private equity, equipping them with streamlined workflows and enhanced intelligence on executive relationships. By unifying Equilar’s extensive data with InvestorFlow’s innovative deal management tools, users can effectively manage executive transitions and build deeper, more informed relationships.

“At Equilar, we are dedicated to helping firms activate their networks and make informed decisions through real-time executive insights.” said David Chun, CEO and Founder of Equilar.

Driving Value Creation for the Future
As the financial services industry evolves, the integration of executive intelligence with deal management platforms will continue to shape how firms manage deals and relationships. This partnership between InvestorFlow and Equilar sets a new standard for how data-driven insights can be used to enhance decision-making, streamline workflows, and ultimately drive value creation.

By combining their strengths, InvestorFlow and Equilar are committed to delivering powerful, forward-thinking solutions that empower financial services firms and private equity teams to stay competitive in an ever-changing market.

For more information on the InvestorFlow and Equilar partnership, please visit www.investorflow.com.

Launching at the Inaugural Equilar & Nasdaq Value Creation Summit
The official launch of this transformative partnership coincides with the inaugural Equilar & Nasdaq Value Creation Summit taking place today at the Nasdaq MarketSite. This event represents a significant milestone in the role of human capital management and technology in driving value creation within private equity and venture capital. For more details about the summit, please visit Equilar & Nasdaq Value Creation Summit.


About Equilar
Equilar is the leading provider of executive intelligence solutions. The company's expertise in relationship intelligence drives state-of-the-art business development and CRM applications, board and executive recruitment, and compensation and governance strategies. Equilar integrates its extensive database of executive profiles with natural language processing and machine learning AI to enable real-time relationship analytics and targeted outreach for its global clients. Equilar's commitment to excellence has made it the go-to solution for over 1,000 companies, including 75% of the Fortune 500, top PE/VC firms and leading professional services entities. Learn more at www.equilar.com.

About InvestorFlow
InvestorFlow is a leading deal management and investor communications platform serving private equity and financial services professionals. Its advanced platform helps firms streamline deal processes, manage portfolios, and enhance investor relations. For more information, visit www.investorflow.com

Press Contact
Sarah Tuff
Head of Content
InvestorFlow
802-598-8484

Back to Resources