Capital Deployment

Leverage Your Proprietary Data to Get Ahead of the Pack

The private markets are built on proprietary interactions — thousands of conversations and emails with CEOs, other sponsors, bankers, and industry experts. InvestorFlow AI cuts through this complexity, rapidly surfacing the most strategic and actionable insights from vast amounts of unstructured data.

Whether in private equity, venture capital, infrastructure, real estate or credit, capital allocators increase optionality and originate the best opportunities by synthesizing insights from their proprietary data. For decades, the knowledge locked inside emails, meeting notes, and everyday conversations has remained stubbornly out of reach. Not anymore.

InvestorFlow empowers private markets deal teams to get ahead of the pack by marrying their proprietary data with 3rd-party data and enriching all contacts with their relationship intelligence. Private markets deal teams who use InvestorFlow originate more opportunities and track more insights when powered by AI.

With intelligent sourcing, centralized deal tracking, and automated workflows, firms can increase deal velocity while maintaining rigorous process and strategic discipline — whether they’re deploying capital in private equity, credit, or real assets.

Book a Demo

Source Smarter

Let AI supercharge your origination process. InvestorFlow scours all emails and meeting notes to surface and structure relevant deal insights, actionable quarters for a transaction, and financial KPIs. Target lists are dynamically generated and enriched with key financials, relationships, and next steps—helping your team quickly assess and prioritize outreach. Each team’s pipeline can be configured to create a tailored experience unlike other CRMs which require the same view across all deal teams. Internally, teams gain a shared view of deal flow from across the firms, understanding the breadth of sponsor relationships and expert networks.

Accelerate Execution

Advance deals faster with execution workflows built for private markets nuances. InvestorFlow provides configurable pipelines and role-based workflows to manage budgets, diligence, committee meeting scheduling, and voting — all within a single platform. Notes, files, and approvals stay organized and accessible, reducing the risk of duplication or delay.

Internally, cross-functional stakeholders — deal team members, analysts, legal, compliance, and finance —collaborate in real time, with automated task routing and progress tracking. Externally, counterparties, co-investors, and bankers receive consistent, professional communications and real-time status updates, creating smoother interactions and reducing back-and-forth. The result is a smarter, faster execution process with minimal administrative burden.

Close With Confidence

InvestorFlow removes barriers that slow down execution so your team can stay focused on what matters: increasing optionality, evaluating opportunities, aligning creditors, and closing with conviction. Automated deal checklists, KPI dashboards, and smart alerts ensure nothing falls through the cracks, while built-in workflows guide each opportunity from origination to close.

Deal committees gain access to up-to-date deal materials, stage-specific checklists, and performance summaries that support timely decision-making. Post-close, InvestorFlow simplifies handoff to portfolio or asset management teams with the ability to track actuals every month or quarter.

Capital Deployment:

Accelerate Deals from Origination to Close

InvestorFlow’s Capital Deployment application is the operating system for high-performing deal teams. It continuously surfaces strategic insights with AI, enriches companies and real assets with 3rd-party data, automates deal checklists, keeps investment committees up to date, and ultimately supports ongoing reporting post close. By embedding intelligence and efficiency into every phase of the deal lifecycle, InvestorFlow helps private equity, real assets, and credit firms get great deals done.

InvestorFlow has been a huge part of our success. They understand our business. They work in this space, so they understand what we're trying to accomplish. They understand the data and come to us with solutions.

Julia Boylan Gonos
Salesforce Director