Industry Clouds

InvestorFlow’s purpose-built industry clouds for private equity, private credit, and real assets give firms the digital infrastructure they need to scale efficiently and win in a competitive landscape. Each cloud combines AI, workflow automation, and relationship intelligence to support the distinct operating models, data requirements, and client engagement strategies of these asset classes.

Whether your firm is raising a new flagship fund, underwriting complex credit opportunities, or managing a diversified real assets portfolio, InvestorFlow delivers a connected platform that aligns internal teams, enhances external stakeholder engagement, and accelerates outcomes across the entire investment lifecycle. By centralizing operations and insights within each cloud, firms gain the agility to grow AUM, the visibility to make smarter decisions, and the tools to deliver an institutional-grade investor experience — regardless of strategy or scale.

Industry Clouds

Private Equity

InvestorFlow’s Private Equity Cloud equips firms to scale capital formation, streamline deal execution, and elevate LP engagement—all within a unified platform trusted by 25 of the top 50 global investment managers. From initial LP outreach to final close, InvestorFlow helps IR teams identify the best-fit investors, leverage internal and external networks for warm introductions, and move prospects through the fundraising pipeline with tailored messaging and precise reporting. Simultaneously, deal teams benefit from streamlined deal flow tracking, internal collaboration tools, and access to AI-curated insights that surface the right opportunities—faster.

Internally, the platform brings IR, investment, and operations teams into alignment with shared data, centralized workflows, and consistent processes that reduce friction and increase speed-to-market. Externally, LPs and deal counterparties enjoy a consistent, high-touch experience—from personalized communications and timely updates to secure data rooms and transparent reporting. The result is a more connected and competitive firm—one that can raise larger funds, close better deals, and build long-term institutional relationships at scale.

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Private Credit

Built specifically for the complexity and pace of private credit markets, InvestorFlow’s Private Credit Cloud offers a comprehensive solution for capital raising, deal structuring, underwriting, syndication, and investor servicing. From initial borrower or sponsor engagement to final syndicate coordination and LP reporting, the platform brings everything into one scalable environment. AI capabilities automatically extract deal metrics, surface active relationships, and drive follow-ups, while built-in compliance and document workflows keep teams audit-ready and moving efficiently.

Internally, credit origination, underwriting, capital markets, and IR teams operate from a single source of truth—enabling seamless collaboration and minimizing risk across complex workflows. Externally, lenders, syndicate partners, agents, and investors receive tailored communication and timely updates that foster transparency, confidence, and repeat engagement. The result is a more agile and connected credit platform, empowering firms to compete for and win high-quality deals, while servicing capital providers with institutional excellence.

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Real Assets

InvestorFlow’s Real Assets Cloud helps investment managers operate with greater visibility, control, and speed across fund management, asset management, and property operations. Purpose-built for the nuances of real assets, the platform centralizes workflows, automates data capture, and facilitates communication across internal teams and external partners.

From capital formation and deal sourcing to asset performance tracking and investor reporting, every part of the process is aligned in a single, AI-powered system. Internally, the Real Assets Cloud enables portfolio managers, asset managers, and IR teams to collaborate effectively using shared dashboards, approval workflows, and real-time analytics. It breaks down silos between acquisitions, finance, and leasing—empowering teams to act on opportunities and address issues faster. Externally, joint venture partners, property managers, and investors gain access to consistent reporting, secure data sharing, and responsive communications — ensuring clarity and confidence at every stage. The result is a more proactive, data-driven approach to managing real assets portfolios and relationships.

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