InvestorFlow - Visionaries, Cloud Theorists, Technologists & Former Fund Administrators

We are 100% focused on delivering simple and smart tools for asset and investment managers.

InvestorFlow is a leading provider of investor experience applications for asset and investment managers.

Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services. Our software-as-a-service (SaaS), cloud-based applications are highly configurable to create branded and personalized investor experiences. InvestorFlow’s clients manage over $2 trillion of assets on behalf of over 10,000 institutions around the world.

We are located in New York City, Menlo Park and RTP (Research Triangle Park).

investorflow provider of applications for asset and investment managers

InvestorFlow is proven to scale from simple to complex fund structures with very large communities

10,000+

Institutions use InvestorFlow

100,000+

Investor accounts

$2+ Trillion

Client assets

100,000+

Documents added each month

1,000,000+

Emails to investors

50,000+

Number of InvestorFlow user accounts

Leadership

Corporate Address

1422 El Camino Real
Menlo Park, CA 94025

general information
+1 650.262.7796
info@investorflow.com
Billing Inquiries
billing@investorflow.com
Media and analysts
press@investorflow.com
Sales Inquiries
Click here to contact us
Customer Support
support@investorflow.com

Elevate Your Investor Experiences

InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California.