InvestorFlow is an AI-powered digital transformation suite for the private capital sector, focusing on alternative assets. The company provides a CRM and Digital Engagement Platform that offers relationship intelligence, opportunity origination, and deal collaboration capabilities, transforming relationships into capital, investments, and partnerships. InvestorFlow integrates with Salesforce as a key partner, providing intelligent data-driven solutions for enterprise deal and fundraising pipeline management, asset management, investor relations, and fund reporting and analytics. The platform is utilized by over 150 clients, including top alternative asset managers, managing more than $6 trillion in assets. InvestorFlow is privately owned and headquartered in Menlo Park, California, with offices in New York City and London.
Investor Portal & CRM β’ Portfolio Reporting β’ Private Marketplaces β’ Asset & Investment Managers
August 7
Configure and optimize Salesforce-based products for alternative asset firms.
πΊπΈ United States β Remote
π° $30M Series A on 2022-04
β° Full Time
π‘ Mid-level
π Senior
π€ Sales