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, InvestorFlow AI intelligently filters, structures, and surfaces potential deals and critical KPIs that matter 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.
FAQs
What is InvestorFlow AI?
InvestorFlow AI is built into the platform to turn information from emails, meeting notes, and other records into useful insights. It helps teams find important KPIs, deal signals, and relationship insights within their existing workflows.
How does InvestorFlow AI use internal and external data?
It combines a firm’s own data with information from third-party sources such as Preqin and PitchBook. This gives teams more context when evaluating investors, relationships, and potential deals.
How can AI make everyday work easier?
InvestorFlow AI can summarize interactions, surface investor preferences, and automate updates and follow-ups. This reduces the amount of manual data work and gives teams more time to focus on relationships and deals.
Is InvestorFlow AI just another chatbot?
No. It is built into InvestorFlow and works with the firm’s existing data and workflows. Instead of being a standalone chatbot, it supports activities such as fundraising, deal sourcing, and transaction execution.
Do I have to leave my existing tools to use InvestorFlow AI?
No. InvestorFlow can capture information from tools such as email and calendar activity and bring those insights into the platform. It also supports Outlook integration for email and calendar data.
What are the main use cases for InvestorFlow AI?
InvestorFlow AI supports key areas such as fundraising, deal sourcing, transaction execution, and relationship intelligence. It uses information already available to the firm to surface insights and help teams decide what to focus on next.
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