investorflow
(2)
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.
Todd Glasson
Todd Glasson is the CEO and founder of InvestorFlow, the leading CRM and AI platform for private markets firms. Starting his career in 1996 at Pilot Software and building the Carlyle Group's website in 2001, he has spent nearly three decades defining how the investment management industry engages digitally. He co-founded Silver Oven in 2001 - the first digital agency exclusively focused on investment management - before launching InvestorFlow in 2015. Today InvestorFlow serves 200+ top private markets firms managing over $6 trillion in assets, and following the 2022 merger with Blackstone-incubated Cloud Theory and the 2024 acquisition of UK-based Coyote Software, InvestorFlow has grown into a category-defining platform for deal flow, fundraising, and investor services.