InvestorFlow, a cloud-based platform specializing in investor portals for alternative asset clients, merged with Cloud Theory, the provider of FundEngine, an enterprise CRM software platform. Following the merger, they operate under the InvestorFlow name. FundEngine, built on Salesforce, offers a smart user interface that integrates fundraising, onboarding, reporting, compliance, and investor services, providing a secure connection between asset managers and stakeholders. Features include interactive fundraising dashboards, digital signatures, aggregated reporting, investor-specific performance calculations, and personalized alerts. This merger aims to enhance the technological solutions available to alternative asset managers and banks.
