Solutions

InvestorFlow is the CRM and client experience application of choice for some of the largest asset managers in the world. Asset managers need to manage complex relationships with a single investor experience and remove the client confusion of multiple portals from multiple administrators. InvestorFlow is an enterprise platform with industry-specific CRM modules for deals and investors. The application aggregates across the enterprise and provides reporting for all asset classes, including fixed income, equities, real estate and alternatives. InvestorFlow is built on top of Salesforce which provides a seamless experience throughout the enterprise.

InvestorFlow provides private equity and venture capital firms with smart and simple tools to manage all aspects of their front office. Deal teams can source and manage deal pipelines, track resources on deals, manage portfolio valuations and schedule IC meetings. Investor relations professionals can source investors, raise capital and report performance, issue capital calls and distribution letters, distribute K-1s, and track investments and investors across multiple funds and co-investments. Private equity and VC managers benefit with smarter tools for CRM built for deals and investors and their LPs gain with a world class portal with better reports that calculate performance at the investor level and roll-up performance across funds and investments.

InvestorFlow provides hedge funds with smart and simple tools to raise capital, track investors, and report performance. With enterprise CRM and fundraising dashboards for each strategy and tools to indicate interest, hedge fund managers can raise capital, generate monthly flash performance reports, distribute K-1s, and track all interactions within CRM built for investor relations. Hedge funds benefit from detailed performance and expense reporting in a highly secure and safe environment.

InvestorFlow provides real estate managers with purpose-built CRM and investor experiences. Over $500 billion of real estate assets are reported through InvestorFlow. Real estate managers can manage fundraising pipelines, report performance of funds or single property vehicles as well as raise capital through interactive deal rooms, issue capital calls and distribution letters, provide video walk throughs of properties, send K-1s, illustrate yield and MOIC on each investment, and track all agents, lenders, and operators in an enterprise CRM.

InvestorFlow provides credit funds with smart and simple tools to raise capital and report performance. With CRM and fundraising dashboards for each investment and tools to illustrate risk and yield, credit fund managers can source investors, raise capital, track investor interactions, generate monthly flash performance reports, distribute K-1s, and track all interactions within the portal. Credit funds benefit from detailed performance and expense reporting in a highly secure and safe environment.

InvestorFlow understands the challenges of alternative funds of funds (FoFs). We provide CRM to track investment managers and organize and aggregate reporting for over $100 billion of FoFs assets. Hundreds of thousands of documents are published through InvestorFlow to reach thousands of institutional investors. FoFs can source investors, track investor interactions, raise capital and report performance, issue capital calls and distribution letters, distribute K-1s, and track investments and investors across multiple funds, secondaries and co-investments.

InvestorFlow is an ideal CRM and reporting platform for wealth managers with complex portfolios that include alternative assets. Trust banks, multi-family offices and RIAs are able to manage client interactions, organize hierarchy by super family, family and account, and create a single investor experience that consolidates traditional assets with alternatives. InvestorFlow provides reporting for all asset classes, including fixed income, equities, real estate, PE and hedge funds. With a robust and powerful API, InvestorFlow integrates with your existing systems to create smart and simple experiences for your clients.