Driving the Future of Private Markets

Todd founded InvestorFlow in 2015 and spearheads its mission to provide the future-proof CRM and portal for asset and investment managers. He has advised many of the largest alternative asset managers in the world on their digital communications.

In 2001, Todd co-founded Silver Oven, the first digital agency exclusively focused on the investment management industry. Previously, he was a principal of Online Environs, Inc. (OEI), which he transformed into one of the first dot-com incubators. Todd began his career in 1996 with Pilot Software, which was acquired by SAP. He received his B.S. in Civil Engineering from the University of Maine at Orono.

James Cook is Chief Technology Officer at InvestorFlow, bringing 18 years of technology industry experience to the role. Over the course of his career, James has joined organizations at pivotal moments and driven meaningful transformation in their technology operations and strategy, building the platforms, standards, and teams that enable scalable enterprise growth.

He has worked alongside global technology leaders including Google and Apple, collaborating on product and solution development brought to market as enterprise services. An award-winning executive and Microsoft MVP, James is recognized as a thought leader in his field and regularly speaks at industry events on topics spanning cloud operations and technical leadership.

Lori Martel is a seasoned C-suite product executive with 25+ years of experience driving growth of scalable SaaS platforms, and building high-performance product management teams across capital markets, banking, wealth management, and insurance. As the Chief Product Officer at InvestorFlow, Lori is focused on creating AI-differentiated, digital experiences to enable raising capital, deploying capital, and servicing investors. Known for her customer-centric approach, Lori excels in applying innovation to customer outcomes, optimizing technology debt, and leading high-performing teams. Her career spans leadership roles at KPMG Consulting, Oracle, and Envestnet / Yodlee, where she drove growth through scalable CRM and SaaS platforms and transformative digital initiatives.

Chris Ashrafi is Chief Revenue Officer at InvestorFlow, where he leads the firm’s global revenue organization across sales, client success, account management, and partnerships. He is responsible for driving new business, expansion, retention, and long-term revenue growth across InvestorFlow’s private-markets platform.

Chris works closely with senior executives and investment professionals at leading private equity, private credit, real estate, and infrastructure firms to ensure InvestorFlow’s platform directly supports the day-to-day workflows of front-office teams. This includes enabling more effective fundraising, investor engagement, pipeline management, and data-driven decision-making across the investment lifecycle.

With deep experience across CRM, investor portals, data integration, and digital engagement, Chris helps firms modernize their front-office and investor-relations operations while empowering investment professionals with better visibility, insight, and connectivity across their organizations.

Chris holds a Bachelor of Science in Finance from Marist College.

Rebecca Darcy is a Managing Director of Strategic Programs and Solutions at InvestorFlow, where she focuses on optimizing fundraising and client service operations for several Global Asset Managers.

Rebecca’s career began in science, as a Research Assistant at New River Pharmaceuticals and later as a Research Associate at Weill Cornell Medical College, before she transitioned into finance. She went on to hold roles at Calyon CIB in the Lodging department and at Artio Global Management, where she supported large corporate and public funds, endowments, foundations, and key consultants. She then joined Angelo Gordon and became Head of Client Analytics, leading strategic planning initiatives for the Client Partnership Group.

Rebecca served as COO of Marketing and Investor Relations at Siguler Guff, blending her analytical background with her passion for building and supporting teams focused on institutional investments.

Rebecca holds a Bachelor of Science in Biochemistry from Virginia Tech and serves as a Trustee on the Board of Goodspeed Musicals.

Chris Cummings is the Chief Marketing & Strategy Officer at InvestorFlow. He has served as an advisor to technology startups mainly in the business-to-business and SaaS sectors with a focus on product strategy and go-to-market strategy and execution.

Chris has served senior strategy and marketing leadership roles at Cleversafe, an early cloud technology leader acquired by IBM’s cloud division, and over a dozen years with NetApp, a hybrid cloud technology company that is now part of the Fortune 500. Prior to his roles in the technology sector, he served as a strategy consultant with Monitor Company (now part of Deloitte) and Accenture.

Chris holds an MBA from the Kellogg School of Management at Northwestern University and BA in Quantitative Economics and Political Science from Stanford University. Chris also serves as Senior Lecturer at Kellogg in Entrepreneurship and Innovation.

As CFO, Theresa oversees InvestorFlow’s finance, accounting, and strategic planning functions. Theresa brings more than 25 years of experience leading financial operations and scaling high-growth organizations across the technology and financial services sectors. 

Prior to joining InvestorFlow, Theresa served in senior leadership roles at Eileses Capital LLC and Calypso Technology, Inc., where she led cross-functional initiatives to streamline reporting, upgrade enterprise systems, and drive measurable improvements in performance, compliance, and team productivity.

Jennings holds both an MBA and a bachelor’s degree from the University of California, Berkeley, and brings deep experience in metrics-driven FP&A strategy, and operational scaling.

Taylor is Chief of Global Services at InvestorFlow. He has more than 15 years of industry experience serving in delivery and advisory services roles to investment banks, hedge funds, credit teams, placement agents, and private equity firms. Taylor is focused on driving strategic business planning and enterprise-wide initiatives while building and maintaining key relationships across the organization.

Before joining InvestorFlow, Taylor spent 10-plus years serving as Chief Operating Officer of Cloud Theory. Taylor was responsible for finance, operations, legal, and compliance in addition to the delivery of Cloud Theory’s flagship product, FundEngine. He began his career working for a boutique bank out of Boston focused on M&A in the healthcare sector. Taylor brings a prescriptive and methodical approach to designing efficient, scalable processes. Taylor received his B.S. in Economics and Finance from Bentley University in Waltham, Massachusetts.

Dana is the Managing Director of Shared Services at InvestorFlow. She is a Prosci certified Change Management practitioner with more than 20 years of experience in financial services. She has partnered with some of the most recognized firms in the space to drive adoption of workflow tools in both Education and Change Management capacities. Dana’s focus at InvestorFlow is to create a client journey and experience that optimizes engagement, drives implementation success, and brings industry best practices to our clients. Prior to her role in Client Success, Dana led the Change Management practice at Cloud Theory where she helped create custom programs to help clients see greater adoption and realize the value of their implementation.

Dana began her career in the retail division at Citigroup, holding multiple roles in retail banking and corporate training. She spent 10 years at S&P Global where she served in roles on the Fixed Income and Equity Research practices before leading Global Education efforts at Capital IQ. Prior to joining InvestorFlow, Dana was a part of the change management team that led digital transformation efforts at Jefferies Investment Bank. She received her Bachelor’s degree from the CUNY School of Professional Studies where she majored in Communications and minored in Psychology.

Werner directs the infrastructure, onboarding, and compliance for InvestorFlow’s global operations, including our newly expanded technology hub in the Dominican Republic. He also leads all product development security and infrastructure efforts for InvestorFlow. Werner has spent his career building the technologies, infrastructure, and processes to support SaaS businesses.

Before InvestorFlow, Werner worked as the Chief Technology Officer of Investment Café, where he helped build, promote, and convert the Investment Café product into an industry leading investor-reporting portal. The Investment Café limited partners reporting system was widely used in the private equity industry and was adopted by the largest clients in the industry. Werner has a B.Sc. in Computer Science from Universidad Central del Este in the Dominican Republic.

Andrey is focused on building next generation data and analytics platforms to power all InvestorFlow products. He has more than 20 years of experience in architecting and delivering enterprise technology solutions and products in financial services, CRM, and the cloud/SaaS space. Having led teams at large financial institutions, software companies, and system integrators in the past, Andrey is excited to bring his diverse product, solution, and technology experience to build amazing products for the alternative assets industry.

In his prior roles, Andrey served as a founding member and an enterprise architect for global CRM implementation at Jefferies, advised strategic ISV Industry partners on how to build and architect products at Salesforce, built cutting edge applications for the institutional research team at Morgan Stanley and prior to that led many successful enterprise CRM implementations in financial services and alternative assets domains.

Andrey received a Bachelor of Business Administration in Computer Information Systems from Baruch College.

Wendy brings her deep background in building up offshore locations for U.S.-based companies InvestorFlow, overseeing operations, processes, compliance, budgets and more for the Dominican Republic hub, creating a model for expanded capacity.

Before joining InvestorFlow in 2019, Wendy spent 22 years managing operations for eFront in the Dominican Republic, and has also worked for Investment Café and Accelerated Computer Technologies, among others. She received her diploma in Project Management from the Centro de Tecnologîa y Educación Permanente in 2017 and is a graduate of Pontificia Universidad Católica Madre y Maestra in Systems Engineering, Computer Science.

Paul Farthing is the Vice President of IT Operations and Technical Support at InvestorFlow where he institutes policies, procedures, and best practices in the IT domain.

Paul has worked in the FinTech space for more than 12 years for SEI and Charles River, a State Street company, and in the Tech sector for over 20 years. At State Street, he managed the operations and technical support division, and was responsible for managing thousands of servers, teams that handled hundreds of tickets per week, and a large global team of employees. Paul has an MBA from Ball State University and a BS from Indiana University, where he majored in Computer Information Systems.

Dhruv Mehrotra is a dynamic technology leader with over 19 years of experience driving innovation and business growth through engineering excellence. As Vice President of Engineering at InvestorFlow, he leads the development of robust, high-performing solutions that deliver real business value.

An expert in building cloud-native, scalable, and secure platforms, Dhruv specializes in AWS, Azure, Kubernetes, .NET Core, and modern DevSecOps practices. He has successfully led globally distributed teams, overseen large-scale transformation programs, and delivered regulatory-compliant platforms across financial services and fintech organizations.

Passionate about aligning technology with commercial success, Dhruv collaborates closely with executive teams to accelerate time to market, optimize operational efficiency, and enhance customer experience. His expertise in microservices architecture, API-led development, and agile product delivery ensures that InvestorFlow remains at the forefront of innovation.

Savanah is a SHRM certified professional with over a decade of experience building and running effective human resources and talent acquisition programs within SaaS and professional services environments. She has successfully scaled teams, improved engagement, rolled out training and performance management initiatives, managed global talent and recruiting processes, and coached countless leaders and individuals to successful outcomes. Her previous employers include MedTouch (now Perficient), SnapEngage (now TeamSupport) and Human API (now LexisNexis).

Savanah has also served Fortune 500 clients as a consultant, working on projects from benchmarking and research, to training programs, to handbook and policy design. Savanah drives results through creating and promoting an inclusive, high-performing culture. Her approach combines empathy and business savvy to unlock individuals and teams to grow into best versions of themselves.

Savanah received her Bachelor’s degree in International Affairs and German from Gordon College.