AI-Powered Deals Across Every Asset Class
Today, InvestorFlow announces support for every deal team — from healthcare to infrastructure, for every transaction type, on one platform – with differentiated dashboards and workflows that scale across the enterprise
InvestorFlow has powered the deal teams at many of the most prestigious private markets firms and today we celebrate the release of our Capital Deployment application with support for every major asset class — equity, credit, commercial real estate, and infrastructure. Our clients require support for managing complex, multi-team investment strategies across asset classes — venture, private equity and credit — and industries including technology, healthcare, industrials, consumer & retail, financial services, and real assets. InvestorFlow uniquely empowers deal professionals to uncover high-quality opportunities by intelligently connecting proprietary data, third-party insights, and relationship intelligence.
Designed for the Dynamic, Mobile Deal Professional
We deeply understand the reality of deal professionals: always on the move, attending conferences, meeting with bankers about multiple deals, managing diligence processes, and relying on instant access to critical information via mobile and tablet. InvestorFlow connects directly into dealmakers' daily workflows with seamless integration into Outlook and Gmail, enabling effortless collaboration, real-time updates, and sophisticated relationship management, all driven by AI. For decades, the knowledge locked inside emails, meeting notes, and everyday conversations has remained stubbornly out of reach. Not anymore.
Our AI-Enhanced Solution Differentiates Each Firm and Deal Team
Built with OpenAI, Snowflake and Salesforce, InvestorFlow's Capital Deployment application is specifically engineered for private markets deal teams that refuse to be constrained by rigid, monolithic CRMs. Our application provides asset- and industry-specific workflows — enriched automatically with third-party data from Pitchbook and other providers — and harnesses AI to surface actionable insights from your proprietary information. Each industry team retains control over how they operate while also benefiting from the relationships, visibility, and insights from across the firm.
Tailored Solutions for Private Equity and Credit Teams
InvestorFlow excels in supporting firms with diverse investment strategies that reflect the power of harnessing the firm-wide intelligence:
- AI-Driven Insights: Automatically extract critical KPIs and terms, identify high-potential deals, and surface actionable investment signals.
- Target List Management: Easily discover, create, and manage targeted lists for platform and add-on acquisitions, enhancing strategic sourcing capabilities.
- Industry and Geographic Specific Dashboards and Pipelines: Customized dashboards and pipelines on one platform with relevant KPIs for sectors such as healthcare, technology, industrials, consumer & retail, and financial services, or matrixed by geography, i.e., APAC Tech or European Credit.
- AI-Powered Deal Summaries: Automatically summarize and distill insights from Pitchbook data, meeting notes, and team emails, providing concise deal briefs and enabling management to effortlessly stay informed about activity across the entire enterprise.
- Structured Workflows for Deal Teams: Simplify investment committee (IC) and ESG committee scheduling, manage diligence checklists, and facilitate IC voting on your mobile phone seamlessly within a unified platform.
- Conference Screening: Deal professionals frequently attend industry conferences. InvestorFlow allows them to upload attendee lists and automatically match names to existing companies and target lists — instantly identifying high-priority prospects, updating relationship data, and aligning efforts across the team.
- Relationship Intelligence: Intelligently map, track, and leverage relationship data to optimize introductions.
- Banker Tracking & Intelligence: Track which investment banks and advisors your firm interacts with across strategies, sectors, and asset classes. Capitalize on this data to reinforce institutional relationships.
- Co-Investment Matching: Define deal-specific features and use IR team insights to identify and match the highest-probability LP co-investors quickly and accurately.
InvestorFlow allows your deal teams to differentiate their front office processes and enrich their deal intelligence with AI. One of our clients reported 15x more actionable insights and 10x the data volume after implementing InvestorFlow AI. Discover how InvestorFlow can amplify your deal team's operational effectiveness and dealmaking optionality.
Simplifying Commercial Real Estate and Infrastructure Dealmaking
InvestorFlow has made significant investments in capabilities purpose-built for real estate and infrastructure deal teams, and today we announce these are available on the core InvestorFlow platform. We recognized early that these strategies require a different set of tools and data — especially for location-specific diligence, visual analysis, and collaboration across development, engineering, and asset management teams:
- AI Data Extraction and Enrichment: Instantly capture and analyze property-specific data and images from offering memorandums.
- Spatial Intelligence: Visually manage properties with advanced mapping and geographic intelligence that understands local context — automatically surfacing key landmarks, parks, transportation hubs, and neighborhood dynamics to support location-specific diligence and value assessments.
- Visual Asset Intelligence: Automatically extract and organize images, blueprints, and architectural renderings from deal materials, making them instantly accessible within the workflow — ensuring teams always have the visual context they need.
- Sector Data Integration: Easily blend external data from industry-leading sources to inform underwriting.
- Data-Driven Decisions: The more data you ingest, the better your outcomes. InvestorFlow enables teams to track comparable properties, ingest rent rolls, and integrate underwriting data to inform smarter, faster investment decisions.
- Mobile Optimized: Manage deal workflows efficiently from anywhere, on any device.
Real estate and infrastructure teams experience unprecedented levels of automation, reducing manual tasks and improving deal precision.
Every Deal Team, Enterprise Scale, One Foundation
InvestorFlow is purpose-built for enterprise-scale dealmaking, delivering configuration and AI capabilities that other providers including DealCloud, Dealpath, and Affinity simply cannot match. Our platform uniquely enables:
- Highly configurable, asset and industry-specific dashboards and workflows designed precisely for your strategy.
- Direct connections with Outlook and Gmail.
- Integration with vertical-specific third-party data providers.
- AI-driven real-time insights embedded directly into your team's pipelines and workflows.
- A flexible, collaborative solution that extends and differentiates your process, freeing you from rigid, monolithic systems.
InvestorFlow ensures industry-specific and real asset deal teams have the tools, KPIs, and third-party data needed to source, identify and capture investment opportunities, maintain strategic optionality, and efficiently collaborate across complex, multi-team environments. Book a demo with us to learn how InvestorFlow can empower your deal team’s unique strategy.