5
Apr
2022

InvestorFlow Announces Merger with Cloud Theory and $30 Million Series A Raise

By Todd Glasson, Chairman & CEO
Transformative transaction creates leading deal and investor engagement platform for the financial services industry

Strategic investment from Ambina Partners to accelerate growth
Menlo Park, CA – April 7, 2022 – InvestorFlow, Inc. (the “Company”), a leading provider of cloud-based investor portals for alternative asset managers announced today that it has merged with Cloud Theory, Inc. (“Cloud Theory”), a leading cloud-enabled enterprise Customer Relationship Management (“CRM”) software platform for alternative asset managers and investment banks. The Company also announced a $30 million Series A investment from Ambina Partners, which will help accelerate the combined company’s continued growth.

Following the closing of the merger, the new company will be called InvestorFlow and will become a leading deal and investor engagement platform in the financial services industry with headquarters in Menlo Park and offices throughout North America. 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 will continue to serve customers across the financial community, including Investment Banks, Venture Capital, Private Equity, Credit, Hedge Funds and Real Estate. This new class of technology and streamlined offering will provide flexible and easy-to-use solutions for customers’ needs at a time of increasing complexity in fund management.

“The combination of InvestorFlow’s innovative investor portal with Cloud Theory’s CRM platform, FundEngine, will create a best-in-class app for investment managers, allocators and administrators,” said InvestorFlow CEO & Founder Todd Glasson. “Our technology platform will provide a seamless experience to interface with investors, create deal rooms for reporting, fundraising and M&A, while also addressing CRM needs. We look forward to our partnership with Ambina Partners and the opportunity to continue serving our clients.”

Industry veteran Todd Glasson, current CEO and Founder of InvestorFlow, will lead the combined company as Chairman & CEO. Cloud Theory’s CEO and Co-Founder, Brian Marchand, will serve as Chief Product Officer and Minseok “Min” Kang, Chief Technology Officer and Co-Founder of Cloud Theory, will serve as Chief Technology Officer.

“We are thrilled to be joining forces with Todd and the InvestorFlow team," said Cloud Theory CEO and Co-Founder Brian Marchand. “This is a fantastic opportunity for our team to better serve an impressive combined portfolio of clients, which include some of the largest alternative investment managers and their investors through an engagement platform that will enhance their experiences.”

“We’ve been impressed by the teams at both InvestorFlow and Cloud Theory and all that they have accomplished thus far,” said Christine Blehle, Ambina Partners. “We are excited to partner with Todd, Brian, Min to accelerate the business through continued organic growth, as well as strategic acquisitions.”


About InvestorFlow
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. To learn more, please visit www.investorflow.com

About Ambina Partners
Ambina Partners is a private equity firm investing in growth-oriented middle market companies. Ambina partners with forward-thinking management teams in sectors including enterprise software, financial services/insurance, and other technology-enabled businesses. Ambina provides companies with the strategic and operational support that delivers long-lasting results. For more information, please visit www.ambina.com

Media Contacts:
Sard Verbinnen & Co
Devin Broda/Suzanne Byowitz
InvestorFlow-SVC@sardverb.com


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