# 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.

- **Role:** CEO & Founder at InvestorFlow
- **Organizations:** InvestorFlow, Silver Oven, Online Environs, Inc. (OEI), Pilot Software
- **Nationality:** American
- **Education:** Bachelor of Science, Civil Engineering, University of Maine at Orono, Executive Program for Growing Companies (EPGC), Stanford University Graduate School of Business
- **Known for:** Founded InvestorFlow, now serving 200+ top private markets firms managing $6+ trillion in AUM, Co-founded Silver Oven in 2001 - the first digital agency exclusively focused on investment management, Built the Carlyle Group's investor website in 2001

## Career timeline

- **1996** — Began career at Pilot Software (later acquired by SAP)
- **late 1990s** — Became principal at Online Environs, Inc. (OEI), transforming it into one of the first dot-com incubators
- **2001** — Co-founded Silver Oven, the first digital agency exclusively focused on the investment management industry; built the Carlyle Group's website shortly after 9/11
- **2001-2015** — Advised major alternative asset managers globally on digital communications strategies through Silver Oven
- **2015** — Founded InvestorFlow to build a future-proof CRM and portal platform for asset and investment managers
- **2022** — Merged InvestorFlow with Cloud Theory (Blackstone-incubated FundEngine CRM); raised $30M Series A from Ambina Partners
- **2024-04** — Acquired Coyote Software, UK-based CRE SaaS platform, expanding InvestorFlow into EMEA and commercial real estate
- **2024-09** — Launched strategic partnership with Equilar, integrating executive intelligence into InvestorFlow's deal management platform

## Achievements

- Founded InvestorFlow, now serving 200+ top private markets firms managing $6+ trillion in AUM
- Co-founded Silver Oven in 2001 - the first digital agency exclusively focused on investment management
- Built the Carlyle Group's investor website in 2001
- Led $30 million Series A raise from Ambina Partners
- Orchestrated merger with Blackstone-incubated Cloud Theory to create combined CRM+portal platform
- Acquired UK-based Coyote Software, extending platform to EMEA and commercial real estate (80,000+ assets, 500M sqft)
- Platform now supports 150+ private equity GPs with $480B in assets and commitments
- Grew InvestorFlow to 170+ employees
- Advised some of the world's largest alternative asset managers on digital strategy
- Transformed Online Environs into one of the first dot-com incubators in the late 1990s

## Latest updates

- **2024-09** — Launched strategic partnership with Equilar integrating executive intelligence into InvestorFlow's deal management platform, debuted at Equilar & Nasdaq Value Creation Summit
- **2024-04** — Acquired UK-based Coyote Software to create the leading industry cloud for commercial real estate, expanding to EMEA with 80,000+ assets on platform
- **2025-04** — InvestorFlow profile updated; platform serves 200+ top private markets firms with AI-powered capabilities across fundraising, deal execution, and investor relations

## Links

- Website: https://investorflow.com
- LinkedIn: http://www.linkedin.com/in/tglasson

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Profile page: https://yespress.io/todd-glasson
Published by YesPress — https://yespress.io
Last updated: 2026-05-14