Built with Our Clients, for Our Industry
At InvestorFlow, our most important innovation is the one we build with you. We believe the best products come from deep, ongoing partnerships with our clients — many of whom are among the world’s leading private markets managers. From day one, we treat every relationship as a collaboration, not a contract. We listen, we co-develop, and we push boundaries together. Whether it’s launching AI-powered insights, refining investor workflows, or building custom integrations, our clients aren’t just users — they’re partners in innovation.
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
They are best in class in the alternative asset space, and we think their forward-thinking mindset about technology helps us to achieve our goals as well.
Moustafa ElBialy
CIO
It will save you time, it will save you hours of unnecessary work.
Phillippa Twohig-Howell
Analyst
A granular view of the deals we’re working on across 14 countries enables our teams to collaborate more effectively, which is especially useful for a pan European business like M7.
David Ebbrell
CEO
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
InvestorFlow has been instrumental in managing our complex portfolio. The integration and functionality they provide have dramatically improved our operational efficiency — absolutely indispensable.
Jeffrey Green
Managing Director, Verde Technology Ventures
How does InvestorFlow work with its clients?
InvestorFlow works closely with clients to understand how they operate and what they need from the platform. The relationship goes beyond simply providing software, with client feedback helping the team improve and develop the product.
Do InvestorFlow clients have a say in how the platform evolves?
Yes. InvestorFlow works with clients to understand what is working, where they need more support, and what could be improved. This feedback can help shape areas such as AI insights, investor workflows, and integrations.
Can InvestorFlow support firms as their needs change?
Yes. InvestorFlow is built to support firms as their business and technology needs evolve. Client feedback has also highlighted the platform’s scalability and the confidence it provides as firms grow and change.
What do clients say about InvestorFlow's private markets expertise?
Clients have highlighted InvestorFlow’s understanding of the private markets industry and its ability to work with the data and workflows involved. Julia Boylan Gonos, a Salesforce Director, noted that the team understands the space and focuses on bringing solutions to clients.
Can InvestorFlow support teams working across multiple countries?
InvestorFlow gives teams a connected view of their information and activities across different markets. David Ebbrell, CEO of M7, highlighted how having a detailed view of deals across 14 countries helped his teams work together more effectively.
What benefits do clients see from using InvestorFlow?
Client feedback highlights benefits such as saving time, reducing manual work, and making complex information easier to manage. Phillippa Twohig-Howell noted the time saved by reducing unnecessary work, while Jeffrey Green of Verde Technology Ventures highlighted the platform’s integration and functionality.
How do clients view InvestorFlow's role in the alternative assets industry?
Client feedback has been positive, particularly around InvestorFlow’s approach to technology and its understanding of alternative assets. Moustafa ElBialy, CIO, described InvestorFlow as “best in class” and highlighted its forward-thinking approach to technology.
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