Solutions Designed to Create Smarter Relationships and Simplify Investor Services
Global Asset Managers
Global Asset Managers
InvestorFlow is the client experience application of choice for some of the largest asset managers in the world. Asset managers need to create a single investor experience and remove the client confusion of multiple portals from multiple administrators. InvestorFlow aggregates across the enterprise and provides reporting for all asset classes, including fixed income, equities, real estate and alternatives. With a robust and powerful API, InvestorFlow integrates with other enterprise applications such as Salesforce, DocuSign and Seismic.
Private Equity & Venture Capital
Private Equity & Venture Capital
InvestorFlow provides private equity and venture capital firms with smart and simple tools to manage all aspects of their front office. Fund managers can raise capital and report performance, issue capital calls and distribution letters, distribute K-1s, and track investments and investors across multiple funds and co-investments. Private equity and VC managers benefit with investment summary reports that calculate performance at the investor level and roll-up performance across funds and investments.
Hedge Funds
Hedge Funds
InvestorFlow provides hedge funds with smart and simple tools to raise capital and report performance. With fundraising dashboards for each strategy and tools to indicate interest, hedge fund managers can raise capital, generate monthly flash performance reports, distribute K-1s, and track all interactions within the portal. Hedge funds benefit from detailed performance and expense reporting in a highly secure and safe environment.
Real Estate
Real Estate
InvestorFlow provides real estate managers with world class investor experiences. Over $500 billion of real estate assets are reported through InvestorFlow. Real estate managers can report performance of funds or single property vehicles as well as raise capital, issue capital calls and distribution letters, provide video walk throughs of properties, send K-1s, illustrate yield and MOIC on each investment, and track all agents, lenders, and operators.
Credit Funds
Credit Funds
InvestorFlow provides credit funds with smart and simple tools to raise capital and report performance. With fundraising dashboards for each investment and tools to illustrate risk and yield, credit fund managers can raise capital, generate monthly flash performance reports, distribute K-1s, and track all interactions within the portal. Credit funds benefit from detailed performance and expense reporting in a highly secure and safe environment.
Funds of Funds
Funds of Funds
InvestorFlow understands the challenges of funds of funds (FoFs). Some of the largest FoFs in the world use InvestorFlow to report on the activities of over 2,000 underlying PE and HF funds. We organize and aggregate reporting for over $100 billion of FoFs assets. Hundreds of thousands of documents are published through InvestorFlow to reach thousands of institutional investors. FoFs can raise capital and report performance, issue capital calls and distribution letters, distribute K-1s, and track investments and investors across multiple funds, secondaries and co-investments
Wealth Management
Wealth Management
InvestorFlow is an ideal platform for wealth managers with complex portfolios that include alternative assets. Trust banks, multi-family offices and RIAs are able to create a single investor experience that consolidates traditional assets with alternatives. Wealth managers can also create their own allocation buckets for each investment to position their unique allocation approach for their clients. InvestorFlow provides reporting for all asset classes, including fixed income, equities, real estate, PE and hedge funds. With a robust and powerful API, InvestorFlow integrates with your existing systems to create smart and simple experiences for your clients.
For asset management, private equity, venture capital, hedge fund, real estate, credit, and funds of funds.