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InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets

SAN FRANCISCO AND LONDON, OCTOBER #, 2024 – InvestorFlow today announced they have joined Salesforce’s Agentforce Partner Network, a global ecosystem of partners building new third-party agents and agent actions for Agentforce accessible through the Salesforce AppExchange. With InvestorFlow’s agent action, private market firms can accelerate fundraising, optimize capital deployment, and increase investor engagement.

Agentforce is a suite of autonomous AI agents designed to support humans by automating tasks across various industries, enhancing efficiency, and scaling operations. The Agentforce Partner Network enables Agentforce to plan, reason and perform tasks by integrating with a broad range of technology and data providers, enabling them to execute complex actions on behalf of users.

InvestorFlow’s agent action for Agentforce can be integrated into customers’ existing Salesforce agents in Agent Builder or discovered on Salesforce AppExchange, the leading enterprise cloud marketplace.

With the announcement of the Agentforce Partner Network, businesses have access to more than 20 agents and agent actions, leveraging partners’ purpose-built technology and domain expertise.

Partner-built agents enable faster deployment of pre-built solutions, reducing both development time and costs, while extending the value of the tools businesses already rely on.

InvestorFlow’s customers can now benefit from out-of-the-box AI Agentforce actions powered by Einstein AI to deliver several advancements across the entire solution suite and signal what will be possible in the future: 

• Fundraising: Enables firms to extract better insights into their investors’ preferences. which enables smarter engagement while simplifying how fundraisers update pipeline records directly from meeting notes and email and automatically generating communications to drive deals forward.
• Deal Management: Synthesizes 360 views of deal targets, combining content from documents, meeting notes, email and third-party data such as Pitchbook and Preqin into personalized tearsheets for every deal professional. AI also enables deal professionals to source, review and drive an unprecedented volume of investment opportunities.
• Asset Management: Enables InvestorFlow to aggregate data from a variety of sources to aid in valuation, reporting, and actions to optimize returns on capital invested.
• Investor Services: Force multiplier for client services personnel to provide visibility into current investments and customize information on new opportunities for their investors at scale, allowing them to step up to higher value-added work.
• Real-Time Reporting: Reduce the time it takes to generate accurate reports for internal and external stakeholders to drive tighter, more efficient execution.

“GenAI promises to fundamentally change how we engage with technology and allows us to reimagine workflows and processes at every level of an organization,” said Todd Glasson, CEO of InvestorFlow. “Our initial efforts demonstrate how Einstein AI will expand InvestorFlow’s capacity to synthesize knowledge across our platform including insights previously locked in meeting notes, email and documents and to automatically generate action including email communications to drive deal cycles. Einstein AI creates added incentives for users to increase their engagement with our applications built on Salesforce.”

"Holland Mountain recognizes Salesforce Agentforce and Einstein as an industry-leading AI platform, and it's impressive to see how InvestorFlow has seamlessly integrated it into their fund cycle solutions, helping private capital firms enhance efficiency and scale their operations," said Barnaby Piggott, CEO of Holland Mountain, a leading specialist consulting firm to the private capital industry.

“InvestorFlow leverages the full power of Salesforce and Einstein AI, giving deal professionals a single interface to create, assess, and progress deals far more efficiently, bring in essential metrics and data from industry standards like Pitchbook, and keep them moving forward with full support for mobile access,” said Chuck Greiner, Partner, Customer Solutions at West Monroe, a global business and technology consulting firm. "The deal teams we work with are going to love this."

“Salesforce’s leading partner ecosystem is at the forefront of the AI enterprise, where humans and AI come together through autonomous Agents and Agent Actions,” said Brian Landsman, EVP, Global Technology Partners, Salesforce. “These latest innovations boost scale, efficiency, and satisfaction across a variety of use cases, while enabling Agents to execute complex tasks across an organization’s technology stack. We look forward to seeing our customers take full advantage of these and experience better business outcomes.”

Salesforce, Agentforce Partner Network, Agentforce, AppExchange, Einstein, and others are among the trademarks of Salesforce, inc.


About InvestorFlow
InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 200 clients including 25 of the top 50 alternative asset managers, with over $6 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California. To learn more, please visit www.investorflow.com

For press inquiries, contact:
PJ Appleton, Bloxspring
[email protected]

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