InvestorFlow is a leading provider of front-office software applications for private equity, real estate and hedge fund investment firms. It offers a platform that helps investment firms to get great deals done. InvestorFlow provides solutions to fundraise, analyze, report & transact. It is an ideal CRM and reporting platform for wealth managers with complex portfolios that include alternative assets. Trust banks, multi-family offices and RIAs are able to manage client interactions, organize hierarchy by super family, family and account, and create a single investor experience that consolidates traditional assets with alternatives. Global asset managers, real estate investors, and alternative fund managers use InvestorFlow to increase distribution and to simplify investor services.
Location: United States, California, Menlo Park
Employees: 51-200
Total raised: $30M
Founded date: 2015
Investors 1
| Date | Name | Website |
| - | Ambina Par... | ambina.com |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 07.04.2022 | Series A | $30M | - |
Mentions in press and media 2
| Date | Title | Description | Source |
| 10.04.2024 | InvestorFlow Announces Acquisition of Coyote Software to Cre... | Combination creates a single platform for real estate transactions and asset management, coupled wit... | einpresswi... |
| 07.04.2022 | A-Rod-backed sports betting app Mojo wants to let you bet on... | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign ... | fortune.co... |