Discover the new Email Batch capabilities on InvestorFlow, designed to improve your workflows and efficiency 🚀 With the new Email Batch Details feature, you can see all batch emails sent through your portal. This includes every parameter selected for each batch, providing complete audit capabilities to ensure accuracy and compliance in your communications. How this new feature improves efficiency: ▪️ More Visibility: You can view all aspects of email notifications in one place, including the parameters used to create each notification. ▪️ In-Depth Analysis: Quickly export all relevant data related to each email notification to ensure transparency and facilitate deeper insights. ▪️ Smarter Audits: Access detailed audit trails of email batches for peace of mind and to verify the inclusion of specific investors in your communications. At InvestorFlow, we're committed to providing you with the tools to streamline your operations and enhance your communication strategies. Book a demo today to explore the new Email Batch Details feature in more detail: https://lnkd.in/eereXCWH #EmailManagement #TechInnovation #InvestmentManagement #ProductUpdate
InvestorFlow
Software Development
Menlo Park, California 2,309 followers
InvestorFlow is a leading provider of integrated CRM and portals for asset and investment managers.
About us
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.
- Website
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http://Investorflow.com
External link for InvestorFlow
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Menlo Park, California
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Investor Portal & CRM, Portfolio Reporting, Private Marketplaces, and Asset & Investment Managers
Products
InvestorFlow
Financial CRM Software
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
Locations
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Primary
1422 El Camino Real
Menlo Park, California 94025, US
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100 Park Ave
New York, NY 10017, US
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600 Park Offices Drive
Research Triangle, NC 27709, US
Employees at InvestorFlow
Updates
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Dreamforce is just around the corner, and we can't wait to show you what InvestorFlow has in store 🚀 Here's a sneak peek at what you can expect from our booth No. 1413 at #Dreamforce2024: 🔹 Cutting-edge AI solutions powered by Einstein Copilot 🔹 Live InvestorFlow product demos 🔹 Q&A sessions with our expert solution engineers Whether you're looking to streamline your fundraising process, enhance your data analytics, or learn more about AI's future in alternative investments, the InvestorFlow team is here to help! Come by and say 👋 to Todd Glasson, Eric Putler, Joe Grimaldi, Coleman Steigerwald, Ashley Powell, Andrey Volosevich, Julia Dring, & Sarah Tuff. You can book a meeting here: https://lnkd.in/e3D4rHGe #Dreamforce2024 #InvestorFlowAI #PrivateMarkets
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Exciting news! InvestorFlow is heading to EXPO REAL (Messe München) 🇩🇪 EXPO REAL is a leading international real estate and investment trade fair in Munich, where 100s of CRE industry professionals gather to network, explore market trends, and discover innovative market solutions. 📆 October 7-9 📍Trade Fair Center Messe München We've got some drinks at Oktoberfest planned 🍻, and we're hosting a little dinner party, too 🥨. Contact Oliver Durham-Winch or Natalie Bond if you're also attending and want to join the fun! #EXPOREAL2024 #RealEstateInvestment #InvestorFlow
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Join InvestorFlow as a Technical Program Manager 🚀 We're looking for a talented Technical Program Manager to join our team in Menlo Park, CA If you have a passion for technology and a knack for managing complex projects, we want to hear from you! Find out more about the role here, and please share with your networks: https://lnkd.in/eSWnmXaW #Hiring #TechnicalProgramManager #TechJobs #MenloPark
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AI is unleashing a new world of possibilities in the alternative investment industry 🚀 As a select Salesforce ISV partner, InvestorFlow is adding yet another layer of user-friendly capability for alternative asset firms on the best-in-class platform, helping deal professionals to: ▪️ Get an instant 360 overview of target companies ▪️ Understand company-level relationships ▪️ Seamlessly create follow-up tasks within the same workflow ▪️ Take decisive action and effortlessly generate tailored outreach emails We'll share more information on InvestorFlow AI powered by Einstein Copilot in the lead-up to the full launch at #Dreamforce2024. Get in touch if you'll be there—we'd love to give you a demo of the exciting AI-powered InvestorFlow solutions coming soon! 🗓️ You can book a meeting with the team here: https://lnkd.in/e3D4rHGe #InvestorFlowAI #Insights #NewFeatures
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Our improved Email Add-In allows users to add interactions and related records to their CRM without leaving their inbox or calendar, making the data entry process faster and more intuitive 🚀 With better workflows and customizable configuration, Email Add-In improves alignment across teams and meets the most nuanced individual needs, whether you're an executive admin, investor relations specialist, or deal professional. Visit www.investorflow.com to learn more about InvestorFlow's latest features and updates, or book a demo to see it in action. #WhatsNewWednesday #PrivateMarkets #AlternativeInvestments
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InvestorFlow continues to demonstrate its dedication and adherence to the highest security standards 🔒 We're pleased to announce that we have completed another yearly audit process to achieve SOC 2 Type 2 compliance in accordance with American Institute of Certified Public Accountants (AICPA) standards for SOC for Service Organizations, also known as SSAE 18. Considered the gold standard for information security, SOC 2 Type 2 is an extensive process that ensures a company is managing data securely and in a manner that protects the organization and its customers' privacy. You can read more here: https://lnkd.in/evXtp89d #DataSecurity #InfoSec #SOC2
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We're looking forward to joining discussions at this year's GRI Club Europe event in Paris this September 🇫🇷 The annual gathering organized by GRI Club brings together key decision-makers and innovators from the European real estate industry to discuss current and future challenges and opportunities. Oliver Durham-Winch and Natalie Bond from InvestorFlow will be there—let them know if you're around for a catch-up! #GRIClub #RealEstate #Investment
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InvestorFlow will be exhibiting at Dreamforce 2024! As a proud Salesforce ISV, we can't wait to showcase our latest software innovations powered by Einstein AI, set to revolutionize the private markets industry 🚀 Join us at Booth 1413 to experience firsthand: 🔹 Cutting-edge AI solutions powered by Einstein AI 🔹 Live InvestorFlow product demos 🔹 Q&A sessions with our expert solution engineers Whether you're looking to streamline your fundraising process, enhance your data analytics, or learn more about AI's future in alternative investment, we've got something for you! Will we see you there? Let us know in the comments! 👇 #Dreamforce2024 #SalesforceISV #AI #EinsteinAI #Innovation
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InvestorFlow opens new London office 🇬🇧 We're excited to announce the opening of our newest office in London's iconic Square Mile financial district. This move marks a key milestone for InvestorFlow, bringing our expertise closer to our European clients and offering enhanced local support 🤝 In this new hub for our European operations, the InvestorFlow London team has 100+ years of combined asset management experience as part of our solution suite for private markets. If you're in the area, say hi to the London team and follow InvestorFlow to hear about more exciting things to come! #LondonOffice #Technology #InvestorFlow
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