InvestorFlow Announces New Platform Suite for Alternative Investment Firms

Company Rebrands CRM as Pipe+ and Digital Engagement Platform as Portal+
Platform includes New Solutions-as-a-Service Modules as well as a Chrome Extension for Gmail
New York, NY — May 4, 2023 — InvestorFlow, The Alternatives Cloud for Deals and Investors, announced today at Salesforce World Tour NYC the launch of a new suite of solutions-as-a-service and AI tools to help alternative investment professionals power enterprise deal teams and institutional and retail fundraising. The company is also rebranding its CRM as InvestorFlow Pipe+ and digital engagement platform as Portal+, which both seamlessly integrate with a catalog of solutions-as-a-service modules for deal and investor professionals.

Whether firms are raising capital for a new fund or originating new investment opportunities, InvestorFlow Pipe+ amplifies purpose-built, Salesforce functionality for alternative asset managers. InvestorFlow Pipe+ enables firms to work smarter and streamline the processes for pipeline management and tracking. Customers can now enhance these capabilities by adding future-proof modules for institutional and retail fundraising, deal management, portfolio and valuation tracking, investor relations and investor services as well as AI-driven tools for relationship intelligence and deal sourcing.

InvestorFlow Pipe+ seamlessly integrates with InvestorFlow Portal+ with out-of-the-box tools for managing investor permissions within Salesforce, gaining real-time investor intelligence, and scaling workflows for investor services. InvestorFlow Portal+ includes personalized welcome pages, investor alerts and workflows, fundraising data rooms, document distribution, and robust reporting and analytics within a fully branded and configurable portal. InvestorFlow Portal+ amplifies investor experiences with such features as indications of interest workflows and onboarding integrations.

“InvestorFlow is the future-proof platform for CRM and digital engagement for alternatives. We are now able to package our enterprise solutions built for the largest alternative asset managers and deliver them to the broader alternatives community while continuing to solve the next challenges at the enterprise level,” said Todd Glasson, founder and CEO of InvestorFlow. “As the alternatives cloud on Salesforce, we are thrilled to provide the ultimate deal and investor experiences on the most scalable platform-as-a-service. These are approachable solutions, easy to evaluate, implement and scale-up for organizations of any size.”

InvestorFlow is also releasing its new Chrome Extension for Gmail, which allows clients to interact with Pipe+ while sending and reading emails or setting up calendar appointments, all without having to navigate away from Gmail. “Our platform has been embraced by the leading venture capitalists in Silicon Valley who primarily use Gmail. We now support both Microsoft and Google,” said Glasson. “We are applying AI to simplify how users interact with CRMs and recognize that they do not want to log into or pivot to other systems. We will be exposing significant functionality where users spend their time, whether in email or on their mobile devices.”

To discuss pricing and packaging options, or receive a demo, please visit: https://www.investorflow.com/requestdemo.html

About InvestorFlow
InvestorFlow is the leading CRM and digital engagement platform for the alternative investment industry. Our on-platform solution built on Salesforce creates intelligent digital experiences and dramatically increases productivity and engagement. InvestorFlow is the only solution provider to integrate institutional and retail fundraising, deal origination, deal management, investor relations, and investor services into one cloud platform. InvestorFlow serves 25 of the top 50 alternative asset managers, with $5.7+ trillion of assets under management, 3,500+ funds with 10,000+ institutional investors and 100,000+ investor accounts. InvestorFlow is a privately held company based in Menlo Park, California. To learn more, please visit www.investorflow.com

Media Contacts:
InvestorFlow, Inc.
Sarah Tuff

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