InvestorFlow

InvestorFlow is a leading provider of cloud-based investor portals and CRM solutions for alternative asset managers, including investment banks, private equity firms, real estate groups, hedge funds, and credit funds. They pride themselves on being the only solution provider to integrate deal flow management, fundraising, reporting, and investor services into one cloud-native platform. InvestorFlow boasts over 150 clients, including 25 of the top 50 alternative asset managers, managing over $6 trillion in assets. Their platform helps these firms create intelligent digital experiences that dramatically increase productivity and engagement with their investors.

InvestorFlow is known for its innovative use of AI and data-driven insights to enhance the investor experience. Their platform provides features like smartlists, interaction tracking, and email plug-ins, which allow clients to centralize data, automate workflows, and personalize investor interactions. InvestorFlow also places a strong emphasis on security and reliability, with their platform hosted in a SOC 2 Type 2 compliant environment. The company is headquartered in Menlo Park, California, and has offices in New York City and London.

InvestorFlow does not specify its flexibility offerings in the provided job postings.

InvestorFlow is an AI-powered platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. The company provides a comprehensive suite of solutions, including a CRM, investor portal, and deal management tools, to streamline operations, improve communication with investors, and ultimately, boost returns. InvestorFlow's goal is to be the leading industry cloud for private capital by enabling its clients to turn AI into AUM and drive growth through intelligent automation and data-driven insights.

InvestorFlow fosters a collaborative and innovative culture that values expertise and a client-centric approach. The company prioritizes employee development and celebrates successes within a dynamic and fast-paced environment. With a team composed of visionaries, cloud theorists, technologists, and former fund administrators, they prioritize building a strong sense of community and shared purpose, ultimately driving their commitment to delivering exceptional solutions for the alternative investment industry.