Use Cases
fundraising, screening, deal-sourcing, investor-relations, reporting
Integrations
fundengine, salesforce
Office Functions
front-office

Investor Flow

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.

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Other Tools

Equipped

Your Trusted Partner in Streamlined Investment Intelligence.

Fundraising
Screening
Deal Sourcing
Portfolio Monitoring
Investor Relations

Maestro

Elevating Value Creation in Private Equity with Innovative Solutions.

Fundraising
Screening
Portfolio Monitoring
Investor Relations
Reporting