Capital Formation

Raise Capital Faster with AI-Driven Precision

InvestorFlow’s Capital Formation application equips fundraising teams to raise larger funds in less time by combining AI-powered investor discovery, dynamic relationship intelligence, and fully integrated workflows. From prospecting and pipeline management to due diligence and final close, InvestorFlow helps firms drive momentum and build stronger investor relationships—without getting buried in admin. Internally, your team works from a single, intelligent system that streamlines outreach, tracks engagement, and centralizes decision-making. Externally, prospective LPs experience a modern, personalized engagement journey—supported by your branded Investor Portal, where they can securely explore materials, watch videos, experience an interactive PPM, and indicate interest.

Book a Demo

Data-Driven Prospecting

Finding the right investors shouldn’t be a guessing game. InvestorFlow uses AI to proactively surface best-fit prospects—based on fundraising history, investor sentiment, strategy and industry alignment, and real-time market signals from Preqin. Prospect lists are automatically generated and enriched with third-party data, giving your team the insights they need to prepare, prioritize, and personalize every investor experience.

Relationship intelligence shows you the best path to connect and illustrates who in your firm has the most trusted relationship. Internal teams are aligned on who to target and how to activate warm introductions. Conference attendee lists are automatically matched to prospects. Externally, LPs experience timely, relevant outreach that builds trust from the very first touchpoint.

Intelligent Pipeline Management

Keep your fundraise on track without relying on inflexible CRMs and resorting to spreadsheets. InvestorFlow automatically logs communications, synthesizes interactions into sentiment, and suggests next steps based on historical interactions. Visual dashboards provide a centralized, real-time view of your capital raise — letting teams track interest, commitments, and outstanding actions in one place.

InvestorFlow ensures nothing falls through the cracks. Real-time reporting and analytics give you visibility into how your raise is progressing — by region, channel, fund type, or relationship tier. AI flags stalled conversations and identifies high-potential leads so your team can focus their time where it matters most.

Streamlined Due Diligence with Integrated Portal Access

Accelerate the diligence process while keeping sensitive information secure. InvestorFlow includes a fully integrated data room — allowing LPs to explore fund materials, download DDQs, review performance history, and indicate interest. Our deal rooms can integrate through single sign-on with third-party onboarding applications such as Anduin.

Set granular permissions, manage document versions, and track which investors are engaging with which content —all from a single platform. Internally, this reduces back-and-forth and improves coordination across your team. Externally, LPs benefit from a seamless diligence experience that’s aligned with institutional expectations.

Reimagining Meetings and Synthesizing All Fund Interactions

InvestorFlow is reimagining how AI can transform meeting preparation and notes. Auto sync all meetings associated with an opportunity and receive an AI 360° before every meeting and after an enhanced meeting note reminder that automatically tags the relevant companies, consultants and allocators.

And when partners request more details on an account, your AI 360° for the fund, provides an intelligent brief that synthesizes the most important future commitments and next steps.

Capital Formation:

Powering Fundraises of Every Size and Strategy

Whether you’re raising a venture capital, growth equity, or buyout fund, InvestorFlow adapts to the way you raise capital. Our Capital Formation application helps you:

Identify and prioritize the right prospective investors with AI-driven matching,
Activate warm introductions through intelligent relationship maps,
Streamline communications and follow-ups across your team,
Accelerate due diligence via a secure, branded investor portal, and
Track every conversation, commitment, and document — all in one place.

With InvestorFlow, fundraising becomes more predictable, repeatable, and scalable — so you can spend less time chasing updates and more time building the investor relationships that drive your firm forward.

It was really comforting to know that this system is already designed with scalability in mind... We feel very confident that this will be the right platform to help us grow and evolve over time.

Lorenna Buck, Ph.D.
Managing Director