InvestorFlow Relationship Intelligence
InvestorFlow’s Relationship Intelligence module automatically mines email headers and calendar invites to identify the strongest connections across the firm. By analyzing frequency, recency, and directionality of communications, it determines who has the most engaged relationships with a given company or contact. The system also scores relationship strength based on seniority — both within your firm and at the target organization — giving teams a clear view into not just who knows whom, but how well, and how high up. This insight is critical for warm outreach, strategic alignment, and unlocking the right path into deals or capital sources.
Relationship Mapping
Automatically identifies the most connected team members across your firm by analyzing email headers and calendar data — no manual input required. Get an instant map of who knows whom, and how well.
Relationship Scoring
Assigns dynamic scoring to each relationship based on frequency, recency, and seniority — both internally and externally — so you can prioritize the warmest and most strategic paths into deals or investors.
Company-Level Intelligence and Memory
Aggregates relationship data at the company level, giving you a clear, firmwide view of your collective memory and connectivity to any target, with insights directly embedded in your workflows.
Seamless Integration
Fully integrated into the InvestorFlow suite, Relationship Intelligence works out of the box — no extra tools, no new logins — just smarter insights woven into every stage of capital formation and deployment.
Relationship Intelligence for:
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