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.