# InvestorFlow

> InvestorFlow is a San Francisco-based software company that builds a purpose-built CRM and investor portal for private markets firms - private equity, private credit and real assets managers. Built on Salesforce and layered with AI, its platform unifies fundraising (capital formation), deal sourcing and execution (capital deployment), and LP engagement and reporting (investor services) in one place. Formed through the 2022 merger of InvestorFlow's investor portal with the Blackstone-incubated FundEngine CRM (Cloud Theory) and backed by a $30M Series A from Ambina Partners, the company serves more than 200 alternative asset managers - including 25 of the top 50 - representing over $6 trillion in assets, 750 funds and 90,000 LPs.

- **Founded:** 2015
- **Headquarters:** San Francisco, California, United States
- **Founders:** Todd Glasson (Founder & CEO)
- **Team size:** ~170 employees
- **Products:** Capital Formation, Capital Deployment, Investor Services, Private Wealth, Industry Clouds
- **Notable:** Serves 25 of the top 50 alternative asset managers, Over $6 trillion in assets, 750 funds and ~90,000 LPs on the combined platform, Raised $30M Series A from Ambina Partners (2022)

## Products & services

- **Capital Formation** — Fundraising and LP-targeting tools that help teams identify the right limited partners, build AI-generated target lists, track every commitment, and close funds faster.
- **Capital Deployment** — Deal sourcing and execution workflows that capture more opportunities, prioritize the right deals with AI, and manage diligence-to-close end to end.
- **Investor Services** — LP engagement, personalized communications, streamlined reporting and a secure investor portal to manage every investor relationship in one place.
- **Private Wealth** — Tools supporting advisor-led distribution and the growing private wealth channel for alternative investments.
- **Industry Clouds** — Vertical editions tailored to Private Equity, Private Credit, Real Assets and Commercial Real Estate, each pre-configured to the workflows of that asset class.
- **AI Platform** — AI layer (powered by OpenAI) that extracts data from emails and meetings, generates target lists, and surfaces relationship intelligence across the platform.
- **Coyote (real estate front office)** — Cloud-based property CRM and asset-management platform acquired in 2024, tracking 80,000+ assets and 500M+ sq ft for commercial real estate investors.

## Achievements

- Serves 25 of the top 50 alternative asset managers
- Over $6 trillion in assets, 750 funds and ~90,000 LPs on the combined platform
- Raised $30M Series A from Ambina Partners (2022)
- Merged the Blackstone-incubated FundEngine CRM with its investor portal to form the combined company (2022)
- Acquired UK proptech Coyote Software, adding 80,000+ real estate assets and European reach (2024)
- Grew client base past 200 private markets firms

## Latest updates

- **2024-04** — Acquired UK-based Coyote Software to build the leading industry cloud for commercial real estate, adding 80,000+ assets and European presence.
- **2025-03** — Positioned the platform around 'AI-Powered Intelligence for Private Markets,' emphasizing OpenAI-powered data extraction and target-list generation.
- **2022-04** — Merged investor portal with Blackstone-incubated FundEngine CRM and raised a $30M Series A led by Ambina Partners.

## Links

- Website: https://investorflow.com
- LinkedIn: https://www.linkedin.com/company/investorflow

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Profile page: https://yespress.io/investorflow
Published by YesPress — https://yespress.io
Last updated: 2026-07-14