InvestorFlow Capital Deployment serves as the operating system for high-performing deal teams in private markets, including private equity, venture capital, infrastructure, real estate, and credit. It addresses the challenge of extracting actionable insights from vast amounts of unstructured proprietary data, such as emails and meeting notes, which traditionally remain out of reach. By integrating AI, the platform rapidly surfaces strategic insights, enabling capital allocators to increase optionality and originate superior opportunities. The application empowers private markets deal teams by combining their proprietary data with third-party data and enriching all contacts with relationship intelligence. This approach allows firms to originate more opportunities and track more insights, leading to increased deal velocity while maintaining rigorous process and strategic discipline. It automates deal checklists, keeps investment committees up to date, and supports ongoing reporting post-close, embedding intelligence and efficiency into every phase of the deal lifecycle.

Features & Benefits

• Intelligent Sourcing
  • Leverages AI to supercharge the origination process by scouring emails and meeting notes to surface and structure relevant deal insights, actionable quarters for transactions, and financial KPIs. It dynamically generates target lists, enriched with key financials, relationships, and next steps, helping teams quickly assess and prioritize outreach.
  • AI-powered deal insight extraction
  • Dynamic target list generation
  • Configurable team pipelines for tailored experiences
  • Shared view of deal flow and sponsor relationships
• Accelerated Execution
  • Advances deals faster with execution workflows specifically built for the nuances of private markets. InvestorFlow provides configurable pipelines and role-based workflows to manage budgets, diligence, committee meeting scheduling, and voting within a single platform. It keeps notes, files, and approvals organized and accessible, reducing duplication and delays.
  • Configurable pipelines and role-based workflows
  • Real-time collaboration for cross-functional stakeholders
  • Automated task routing and progress tracking
  • Consistent external communications and real-time status updates
• Confident Closing
  • Removes barriers that slow down execution, allowing teams to focus on increasing optionality, evaluating opportunities, aligning creditors, and closing with conviction. Automated deal checklists, KPI dashboards, and smart alerts ensure no detail is overlooked, while built-in workflows guide each opportunity from origination to close.
  • Automated deal checklists and KPI dashboards
  • Smart alerts for critical actions
  • Access to up-to-date deal materials for committees
  • Simplified post-close handoff to portfolio or asset management teams