InvestorFlow’s Real Assets Cloud is a purpose-built AI platform designed to assist professionals navigating the complexities of real estate and infrastructure investing, from initial acquisition through ongoing asset management. It addresses the challenge of critical data being fragmented across various sources like offering memorandums, spreadsheets, and emails. The platform extracts, unifies, and enriches proprietary data, transforming disparate insights into a clear, actionable view of the market. The system is engineered to handle the dual complexities of deal and fundraising sides unique to real estate and infrastructure. It understands the nuances of different asset classes, underwriting logic, timelines, risks, and KPIs, as well as diverse investor mandates, return targets, and servicing expectations. By unifying scattered deal data and investor interactions, InvestorFlow brings clarity, surfacing the right opportunities at the right time. Beyond transactions, the platform continuously monitors investments with daily feeds from accounting platforms like Yardi and MRI. Asset managers gain real-time visibility into tenancy data, leasing activity, and portfolio performance, fostering collaboration with property managers. With AI-powered intelligence and a fully integrated investor portal, InvestorFlow provides a comprehensive pulse of the market and tools for partner collaboration, resulting in smarter fundraising, faster deal execution, and a unified strategy powered by proprietary data.

Features & Benefits

• Streamlined Deal Sourcing & Acquisition
  • Helps acquisition teams manage more high-potential opportunities with reduced administrative burden. It enables logging and categorization of property introductions in a cloud-native environment, using AI to prioritize deals based on fit, financial metrics, and internal feedback. The platform facilitates seamless collaboration with brokers, lenders, and internal stakeholders, accelerating deal flow and ensuring team alignment through diligence.
• Enhanced Asset & Portfolio Management
  • Centralizes asset-level data across properties, projects, and portfolios, empowering asset managers with real-time information to maximize returns and minimize risk. It consolidates tenancy data, automates lease events, and tracks income and expense trends with intuitive dashboards. Integrated workflows help teams proactively manage renewals, voids, and capital expenditure planning.
• Scalable Investor Services
  • Facilitates the delivery of personalized, professional communications to every investor, regardless of the size or diversity of the limited partner (LP) base. It automates reporting cycles, distributions, and capital account updates using customizable templates and secure document delivery. AI is utilized to tailor communications by investor type, geography, or fund, while maintaining full audit trails and compliance oversight.
• Enterprise-Grade Security & Compliance
  • Built with institutional-grade security architecture, ensuring sensitive data—including property-level, financial, and investor-specific information—is protected across every touchpoint. Role-based permissions, end-to-end encryption, and audit-ready compliance tools provide teams with control and oversight across jurisdictions and workflows.