Key Takeaways
- • InvestorFlow launched a new suite of solutions-as-a-service modules and AI tools for alternative investment professionals, announced at Salesforce World Tour NYC.
- • The company rebranded its CRM as InvestorFlow Pipe+ and its digital engagement platform as Portal+, both built on Salesforce.
- • New modules cover institutional and retail fundraising, deal management, portfolio and valuation tracking, investor relations, investor services, relationship intelligence and deal sourcing.
- • A new Chrome Extension for Gmail lets users work in Pipe+ without leaving their email or calendar, extending support beyond Microsoft to Google.
- • InvestorFlow states it serves 25 of the top 50 alternative asset managers, with $3.5+ trillion in AUM across 3,500+ funds.
Summary
InvestorFlow, which describes itself as "The Alternatives Cloud for Deals and Investors," announced a new suite of solutions-as-a-service and AI tools aimed at alternative investment professionals, according to a Business Wire release dated May 4, 2023. The launch was announced at Salesforce World Tour NYC. The company is also rebranding its CRM as InvestorFlow Pipe+ and its digital engagement platform as InvestorFlow Portal+. Both products are built on Salesforce and are designed to integrate with a catalog of modules for deal and investor professionals.
According to the release, Pipe+ provides Salesforce-based functionality for pipeline management and tracking for alternative asset managers, whether they are raising capital for a new fund or originating investments. Firms can add modules for institutional and retail fundraising, deal management, portfolio and valuation tracking, investor relations and investor services, along with AI-driven tools for relationship intelligence and deal sourcing. Pipe+ includes out-of-the-box tools for managing investor permissions, gaining real-time investor intelligence and scaling investor services workflows.
Portal+ offers personalized welcome pages, investor alerts and workflows, fundraising data rooms, document distribution, and reporting and analytics within a fully branded, configurable portal. It also supports indications of interest workflows and onboarding integrations.
Chief executive Todd Glasson, founder and CEO, said the company is packaging enterprise solutions built for the largest alternative asset managers for the broader alternatives community. The company says the offerings are easy to evaluate, implement and scale for organizations of any size. A new Chrome Extension for Gmail allows users to interact with Pipe+ while sending and reading email or scheduling calendar appointments. Glasson said the platform is used by leading Silicon Valley venture capitalists who primarily use Gmail, and that the company now supports both Microsoft and Google.
InvestorFlow describes itself as a privately held company based in Menlo Park, California, serving 25 of the top 50 alternative asset managers, with $3.5+ trillion in assets under management, 3,500+ funds, 10,000+ institutional investors and 100,000+ investor accounts. Pricing and packaging details are available by request through the company's demo page. No pricing figures were disclosed in the release.
According to the release, Pipe+ provides Salesforce-based functionality for pipeline management and tracking for alternative asset managers, whether they are raising capital for a new fund or originating investments. Firms can add modules for institutional and retail fundraising, deal management, portfolio and valuation tracking, investor relations and investor services, along with AI-driven tools for relationship intelligence and deal sourcing. Pipe+ includes out-of-the-box tools for managing investor permissions, gaining real-time investor intelligence and scaling investor services workflows.
Portal+ offers personalized welcome pages, investor alerts and workflows, fundraising data rooms, document distribution, and reporting and analytics within a fully branded, configurable portal. It also supports indications of interest workflows and onboarding integrations.
Chief executive Todd Glasson, founder and CEO, said the company is packaging enterprise solutions built for the largest alternative asset managers for the broader alternatives community. The company says the offerings are easy to evaluate, implement and scale for organizations of any size. A new Chrome Extension for Gmail allows users to interact with Pipe+ while sending and reading email or scheduling calendar appointments. Glasson said the platform is used by leading Silicon Valley venture capitalists who primarily use Gmail, and that the company now supports both Microsoft and Google.
InvestorFlow describes itself as a privately held company based in Menlo Park, California, serving 25 of the top 50 alternative asset managers, with $3.5+ trillion in assets under management, 3,500+ funds, 10,000+ institutional investors and 100,000+ investor accounts. Pricing and packaging details are available by request through the company's demo page. No pricing figures were disclosed in the release.
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