InvestorFlow Puts AI to Work in Private Markets
InvestorFlow AI delivers actionable insights to target your fundraising, drive deal flow, and accelerate transaction execution. We extract and synthesize critical KPIs and deal sentiment hidden in email, meeting notes and records and surface them within your workflows, turning your proprietary data into competitive advantage. By bringing together this internal data with external data from Preqin, Pitchbook, and other third-party sources, we provide instant context and insights to see and tap opportunities. InvestorFlow AI delivers game-changing performance: in one example from our early access program, a 15x increase in insights, 10X more data, and 1000s of hidden KPIs surfaced from meetings, emails, and proprietary notes.
AI-Powered Intelligence for Smarter Engagement
We elevate users beyond mundane tasks, synthesizing investor preferences and automating updates so professionals can focus on high-value relationships, not data management. Instead of simply piling on more data, InvestoFlow AI intelligently filters, structures, and surfaces potential deals and critical KPIs that matters most to your teams to drive competitive advantage.
AI Woven into Your Existing Workflows
We bring AI to your users where they work — in Outlook, Gmail, pipelines, and reports — to drive ease of use and ensure adoption. Rather than another chatbot or experimental point solution, InvestorFlow AI is designed to complement and streamline the way your firm sources deals, builds relationships, and manages investor experiences.
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