Every investor. Every insight. Absolute game changer.

InvestorFlow AI brings together your firm’s full relationship history, investor preferences, and asset intent, then surfaces your next move — so your team closes faster and stops chasing ghosts. 

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Trusted by more than 200 of the top private markets firms

Features

A Proven Industry Innovator

InvestorFlow is the platform private markets firms run on — AI built into every workflow for fundraising, deal execution, and investor relations.

Capital Formation

Fundraising teams use InvestorFlow to identify the right LPs, track every commitment, and close funds faster.

  • Accelerate with AI insights and digital experiences
  • Raise larger funds faster and smarter
  • Build stronger investor relationships

Fundraising & Targeting with AI

Capital Deployment

Deal teams use InvestorFlow to capture more opportunities, prioritize the right deals, and move from diligence to close.

  • Auto-generate target lists with AI
  • Discover proprietary data trapped inside meeting notes and emails
  • Advance deals faster with private markets workflows

AI-Powered Deal Management

Investor Services

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Investor Services teams use InvestorFlow to personalize investor engagement, streamline reporting, and manage every LP relationship in one place.

AI and Portals for Investor Services

Investor Services

Investor Services teams use InvestorFlow to personalize investor engagement, streamline reporting, and manage every LP relationship in one place.

Photo of three people walking

AI and Portals for Investor Services

What's New

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Testimonials

It was really comforting to know that this system is already designed with scalability in mind... We feel very confident that this will be the right platform to help us grow and evolve over time.

Lorenna Buck, Ph.D.
Managing Director

They are best in class in the alternative asset space, and we think their forward-thinking mindset about technology helps us to achieve our goals as well.

Moustafa ElBialy
CIO

It will save you time, it will save you hours of unnecessary work.

Phillippa Twohig-Howell
Analyst

A granular view of the deals we’re working on across 14 countries enables our teams to collaborate more effectively, which is especially useful for a pan European business like M7.

David Ebbrell
CEO

InvestorFlow has been a huge part of our success. They understand our business. They work in this space, so they understand what we're trying to accomplish. They understand the data and come to us with solutions.

Julia Boylan Gonos
Salesforce Director

InvestorFlow has been instrumental in managing our complex portfolio. The integration and functionality they provide have dramatically improved our operational efficiency — absolutely indispensable.

Jeffrey Green
Jeffrey Green
Managing Director, Verde Technology Ventures

Industry Clouds

AI-Powered for Every Asset Class

Private Equity

From capital sourcing to LP updates — helping your team work smarter and deliver a premium investor experience.

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Private Credit

Built for private credit managers — syncing deals and investor services in one scalable solution

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Real Assets

Unifying capital formation, deal sourcing, asset management, and investor services in a centralized and scalable platform.

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Enterprise Grade Security 

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