InvestorFlowInvestorFlow is an AI‑powered private markets platform built on Salesforce that unifies CRM, deal sourcing/management, fundraising data rooms, and LP portals to accelerate capital formation, deployment, and investor services with embedded generative insights and workflow automation.
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InvestorFlow
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InvestorFlow Capital DeploymentInvestorFlow Capital Deployment is an AI-powered operating system for private markets deal teams, leveraging proprietary data to accelerate deal origination, execution, and closing.
InvestorFlow Capital FormationInvestorFlow Capital Formation empowers fundraising teams to accelerate capital raises using AI-driven investor discovery, relationship intelligence, and integrated workflows.
InvestorFlow Investor ServicesInvestorFlow Investor Services is a comprehensive application designed for private markets to automate and elevate the investor experience, providing secure portals, streamlined reporting, and intelligent communication for GPs and LPs.
Private Credit CloudInvestorFlow Private Credit Cloud is an AI-powered platform unifying fragmented data and streamlining operations across the entire private credit lifecycle.
Private Equity CloudInvestorFlow's Private Equity Cloud is an AI-powered platform designed for buyout, growth, and venture investors to streamline fundraising, deal execution, and investor engagement.
Real Assets CloudInvestorFlow Real Assets Cloud is an AI-powered platform purpose-built for real estate and infrastructure investment professionals, unifying scattered data to streamline deal sourcing, asset management, and investor services.