Introducing InvestorFlow AI powered by Agentforce ?? As a longstanding Salesforce ISV partner, we're thrilled to announce that InvestorFlow is now enhanced by Agentforce AI. With InvestorFlow AI, deal professionals and fundraising teams can: ??Summarize company overviews, news & interactions ??Generate deeper insights from 3rd party data ??Automatically create/update records ??Discover the best relationship connections InvestorFlow AI unlocks the potential in your network and accelerates your deals. Book your personalized demo today to discover the InvestorFlow solution suite for alternative investments and learn how we use AI to power private markets: https://lnkd.in/eVaga_48 #InvestorFlowAI #Agentforce #OpenAI #AlternativeInvestments #PrivateMarkets
InvestorFlow
软件开发
Menlo Park，California 2,419 位关注者
InvestorFlow is a leading provider of integrated CRM and portals for asset and investment managers.
关于我们
InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and investor relations solution suite powers fundraising and deal cycles through investor and fund reporting for the leaders in private equity, venture capital and real estate investment. Built on Salesforce, InvestorFlow is the only solution provider to integrate fundraising, deal sourcing, pipeline management, reporting and investor services in one cloud-native suite. InvestorFlow helps private market firms find opportunities, create and manage relationships, and turn insights into action. InvestorFlow's client base includes 25 of the top 50 alternative asset managers, with more than $6 trillion in assets, 750 funds and 90,000 limited partners. InvestorFlow is headquartered in Menlo Park, California, and has offices throughout North America, in the Dominican Republic, and London.
- 网站
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https://Investorflow.com
InvestorFlow的外部链接
- 所属行业
- 软件开发
- 规模
- 51-200 人
- 总部
- Menlo Park，California
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Investor Portal & CRM、Portfolio Reporting、Private Marketplaces和Asset & Investment Managers
产品
![点击此处查看InvestorFlow]()
InvestorFlow
财务 CRM 软件
Pipe is InvestorFlow’s CRM solution for private market fundraisers and dealmakers. Pipe goes beyond the typical data in your CRM by connecting the dots in your enterprise with the ocean of alternative data sets available today. Whether you’re raising capital for a new fund or tracking target portfolio acquisitions, Pipe is purpose-built. More than 200 of the world’s top alternative investment firms use Pipe to connect the best possible relationships with the best opportunities. InvestorFlow Portal is the solution of choice for some of the largest alternative asset managers and fundraisers in the world. Portal is a highly scalable document management and engagement solution that addresses investors’ reporting and compliance requirements. Integrated deal rooms turn investor activity into insights that inform fundraising campaigns so they can focus on qualified investors. The solution is easy to use across multiple teams and incorporates with existing technology platforms. Turn react
地点
InvestorFlow员工
动态
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It wasn't Oliver Durham-Winch, Natalie Bond, and Rob Bould's first rodeo at EXPO REAL (Messe München) this year, but it was their first time flying the InvestorFlow flag at the real estate investment fair ?? Here are a couple of common themes we picked up: It's a "cautiously optimistic" mood out there ?? ?? We noticed a much more positive sentiment than the "survive 'til 25" phrase used over the past few years. Interest rates are coming down, and inflation is steadying, giving definite hope and positivity that capital markets are gearing up - although the current turbulent geopolitical conditions in Europe, the US, and the Middle East temper it. Sustainability remains a priority ?? ?? While ESG initiatives are a must-have for demonstrating commitment to a greener future for the industry, it's clear delivery still needs to be determined due to the mixed messages regarding the roles and responsibilities of individuals within the industry. EXPO REAL is an exceptional opportunity for global real estate investors and developers to get in front of the industry. Over 40,000 people attended the event, and nearly every major international firm attended, along with representation from across Europe, Asia, and the US ?? Thanks to friends from Panattoni, Palmira Capital Partners, CityLink, abrdn, Chancerygate, and VISTRA, to name a few, for joining the InvestorFlow team in celebrating the start of Q4 with a stein or two after all the insight-packed days—it's always a pleasure! See you next year, Expo ??
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It's great to see InvestorFlow sitting alongside many great companies - such as Google, Honeywell, and Korn Ferry - as selected members of the Salesforce Agentforce Partner Network. With InvestorFlow AI, deal professionals and fundraising teams can now: ??Summarize company overviews, news & interactions ??Generate deeper insights from 3rd party data ??Automatically create/update records ??Discover the best relationship connections To find out more about how we are using AI to power private markets, visit us at https://lnkd.in/eAnaaf-x You can watch our Agentforce Agent Action Demo here: https://lnkd.in/eStxvUeu? #InvestorFlowAI #Agentforce #AlternativeInvestments #PrivateMarkets
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InvestorFlow was proud to sponsor Equilar's Value Creation Summit earlier this week. The summit brought together the industry's top minds to discuss how private capital firms can leverage their tech stack to drive value for their businesses. A special thank you to David Chun, Belen Gomez, and the rest of the Equilar team for putting on such a great event! #PrivateEquity #Alternatives #PrivateMarkets
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InvestorFlow is thrilled to announce our partnership with Equilar! ?? Our clients can now leverage Equilar’s market-leading executive intelligence data directly from InvestorFlow’s world-class Pipe CRM, helping them get deals done more efficiently. Learn more here: https://lnkd.in/eUrpZqeB #FinTech #FinancialServices #Collaboration #Partnership
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InvestorFlow转发了
This afternoon’s panel at the Equilar & Nasdaq PE Value Creation Summit explored how data, AI and cloud technologies are reshaping private equity. Our speakers shared insights on using tech to optimize decision-making and drive portfolio performance. Nathan Saegesser, Principal, Data & Analytics at KPMG Todd Glasson, CEO at InvestorFlow Wendy Jones, CIO at General Atlantic Amar Ghai, Head of Digital Value Creation at KKR Thank you to our sponsors—KPMG, A&O Shearman, Diversified Search Group, InvestorFlow, and J.P. Morgan Workplace Solutions. #ValueCreationSummit #Technology #AI #PrivateEquity #Innovation #Equilar #Nasdaq
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Thanks to everyone who joined us for the launch of InvestorFlow AI powered by Agentforce at the largest AI event in the world ?? We were honored to be front and center as Dreamforce showcased Salesforce-built, AI-driven solutions, including InvestorFlow’s suite for private markets, to over 45,000 global stakeholders. ?? Read the news on our AI Agentforce actions for alternatives: https://lnkd.in/gtum2n2w ?? Take a sneak peek at our new InvestorFlow AI video: https://lnkd.in/eAnaaf-x ?? Learn more about all our InvestorFlow AI-driven solutions: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://lnkd.in/eiFWS3Db Thanks to all the firms who met with us in our Executive Briefing Room for a deeper dive into our AI-driven solutions for fundraising, deal management, asset management, investor services, and real-time reporting. If you want to arrange an InvestorFlow AI Briefing, contact us at [email protected]. Here are some of our highlights from #DF24. Until next time, Dreamforce ?? #PrivateMarkets #Fundaising #DealManagement #AssetManagement #InvestorServices #Reporting.
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We were proud to sponsor?ADS RE's?Charity 5-a-side football tournament a couple of weeks ago ? ?? ?(Please note: It was in the UK ??) Oliver Durham-Winch,?Chris Ashrafi,?and?Oliver Quereshi?from?InvestorFlow?enjoyed joining the ADS RE team and their many supporters from the UK real estate industry for a fun and inspiring afternoon, raising much-needed funds for?Alzheimer's Research UK. Big thanks to?Simeon Cohen,?Dom Sidoli,?Anthony Sidoli, and?Louise O'Shea?for letting us be part of such a worthy cause, and we wish you all the success in your outstanding fundraising efforts??? You can still donate here:?https://lnkd.in/e3yxAeJc #UKCRE #CommercialRealEstate #AlzheimersResearch
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InvestorFlow is grateful to be part of this group pushing the envelope with Salesforce AI! Learn more about our AI-driven solutions for Private Markets at www.investorflow.com #df24
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#Dreamforce2024 tomorrow! Will we see you there? ?? There’s still time to book in a live demo of the exciting AI-powered InvestorFlow solutions coming soon. Secure your session here:? https://lnkd.in/e3D4rHGe #DF24 #InvestorFlowAI #InvestmentTechnology
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