One Platform to Fundraise, Analyze, Report & Transact
Smart workflows, tools and technologies designed to simplify the administrative functions of alternative fund managers and private placement professionals
CRM Designed for Funds and Deals
Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world.
World-class Investor Portals
Report like the pros with drill downs into capital accounts with IRRs and DPI.
Next Gen Fundraising & Marketplaces
Branded, institutionally wrapped communications for private placements.
Workflows Built for Fund Administration
Generate and email capital calls and distribution notices in minutes.
Compliance Rules Codified
Generate FACTA reports, output XML data files, IRS Electronic K-1 rules and QMS processes.
Business Intelligence for the Private Markets
One source of truth to analyze, slice, dice and report.
One Platform for the Private Markets
InvestorFlow is a leading provider of front-office software applications for the private markets. Alternative fund managers and private placement professionals use InvestorFlow to simplify administrative tasks and create smarter communications. Over 500 alternative funds and 49 out of the top 50 largest LPs use InvestorFlow.
COO of InvestorFlow
“I've worked with thousands of funds around the world over the last 15 years – InvestorFlow's platform is a reflection of operating excellence and insights found nowhere else.”