Multi-Cloud Architecture

Salesforce
Salesforce as a Platform-as-a-Service (PaaS) provides a secure, scalable, and an enterprise-ready foundation that allows InvestorFlow to focus on innovation rather than infrastructure. By building within Salesforce's native ecosystem, we accelerate development, ensure compliance, and deliver powerful, configurable experiences that are instantly compatible with the systems our clients already trust.
Microsoft Azure
Microsoft Azure powers our portal application layer and AI infrastructure, providing enterprise grade reliability and elastic compute at global scale. Investor communications and collaboration are seamlessly integrated with Outlook and G Suite, meeting users where they work. Snowflake acts as our high-performance data backbone, enabling fast, secure, and scalable enrichment, analysis, and reporting across millions of interactions.
Orchestration Approach
This orchestration approach allows us to create specialized industry clouds for private equity, real assets, and credit — each purpose built on enterprise-grade foundations. By leveraging the strengths of each platform — and more importantly, working within their native paradigms — we future-proof InvestorFlow for the evolving needs to global asset managers. Our clients benefit from the continuous innovation of our technology partners.
What does InvestorFlow's multi-cloud architecture mean?
InvestorFlow brings together technology from several established platforms, including Microsoft Azure, OpenAI, Salesforce, G Suite, Outlook, and Snowflake. Instead of building every piece of technology itself, InvestorFlow connects these platforms to create workflows designed around the needs of private markets firms
Why does InvestorFlow build on existing technology platforms?
Using established technology gives InvestorFlow a strong foundation to build on, while allowing the company to focus on solving specific challenges in private markets. InvestorFlow combines these technologies with its own workflows and AI to create a more connected experience for investment teams.
What role does Salesforce play in InvestorFlow?
Salesforce provides the core platform that InvestorFlow builds on. This gives InvestorFlow access to an established, scalable enterprise environment while allowing it to develop applications and workflows specifically for private markets.
How does Microsoft Azure support InvestorFlow?
Microsoft Azure provides the cloud infrastructure behind InvestorFlow’s portal and AI capabilities. It helps support the platform as it scales and provides the underlying infrastructure needed for its applications and services.
How does InvestorFlow connect with everyday communication tools?
InvestorFlow works with tools such as Outlook and G Suite, helping teams keep investor communications and collaboration connected to the systems they already use. This makes it easier to incorporate InvestorFlow into existing day-to-day workflows.
What role does Snowflake play in InvestorFlow?
Snowflake provides the data infrastructure that supports InvestorFlow’s data processing, enrichment, analysis, and reporting. It helps the platform work with large amounts of information efficiently and securely.
What are the benefits of InvestorFlow's multi-cloud approach?
By bringing together different technology platforms, InvestorFlow can focus on building solutions specifically for private markets while relying on established enterprise technology underneath. This approach supports specialized industry clouds for areas such as private equity, real assets, and credit.
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