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.
AI Powered Intelligence for Private Markets
InvestorFlow AI turns every email, meeting, and relationship into actionable insights — powering capital formation, deployment, and investor services. The CRM and investor portal built for private equity, real assets, and private credit.
What's New
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
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
CIO
It will save you time, it will save you hours of unnecessary work.
Phillippa Twohig-Howell
Analyst
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
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
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
Managing Director, Verde Technology Ventures
Managing Director, Verde Technology Ventures
Industry Clouds
AI-Powered for Every Asset Class
Enterprise Grade Security
and Compliance
Developed with Azure
Built on Salesforce
Powered by OpenAI
End-to-End Compliance
Third-Party Validation
AES-256 Encryption
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