Institutions use InvestorFlow
10,000+
Institutions use InvestorFlow
Investor accounts
100,000+
Investor accounts
Client assets
$3.5 Trillion
Client assets

Intelligent & Data-Driven Origination.
Enterprise Deal & Fundraising Pipeline Management.
Personalized Digital Investor Experiences.

Source deals faster with intelligent origination and create digital experiences that dramatically increase engagement and productivity.

World-class Investor Portals

World-class Investor Portals

Report like the pros with drill downs into capital accounts with IRRs and DPI.
CRM Designed for Funds and Deals

CRM Designed for Funds and Deals

Manage your contacts, investors, prospects, commitments and deals in a CRM specifically designed for your world.
Next Gen Fundraising & Marketplaces

Next Gen Fundraising & Marketplaces

Branded, institutionally wrapped communications for private placements.
Workflows Built for Fund Administration

Workflows Built for Fund Administration

Generate and email capital calls and distribution notices in minutes.
Compliance Rules Codified

Compliance Rules Codified

Generate FACTA reports, output XML data files, IRS Electronic K-1 rules and QMS processes.
API for the Enterprise

API for the Enterprise

Integrates with Salesforce, DocuSign and Seisimic.
One Platform for Asset Management
An Investor Portal for Firms of All Sizes and Budgets
Essentials

The perfect portal to get you started and at the perfect price. Ideal for firms that do not have a portal, need something that they can quickly get off the ground and makes them look world class in front of investors. Includes all the workflows and tools to report and communicate.

Professional

It takes the Essentials Portal to the next level by adding CRM and performance dashboards. Handy for firms who want to get off Excel or other inefficient tools for contact and investor relationship management and become more professional in how they manage their firm and report.

Enterprise

The Enterprise Portal is for firms that need to go beyond the document and share charts and analysis, NAVs, cash flows, shares and calculate performance. It can connect to multiple back and middle office systems and gather data from third parties.

Elevate Your Investor Experiences

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