InvestorFlow
AI-powered front-office CRM and investor-relations platform for private markets firms (PE, private credit, venture, and real assets), built on Salesforce. Uses generative AI to turn emails, meeting notes, and third-party data into auto-generated prospect lists and deal and investor briefs.
Best for: Real estate and real-assets fund managers raising capital who already run on Salesforce and want AI to automate investor targeting, relationship intelligence, and IR workflows.
Last reviewed 6/2/26
- Integrations
- Salesforce (built on / Einstein AI / Agentforce), OpenAI, Microsoft Azure, Microsoft Outlook / Office 365, Gmail, Preqin, PitchBook
- Property types
- Commercial Real Estate, Multifamily, Infrastructure / Real Assets
- Geography served
- Global (North America, London, Dominican Republic operations)
How InvestorFlow uses AI[1][2][3]
Extracts deal and investor intelligence from unstructured emails and meeting notes, then targets the right investors.
- • Generates precision-targeted investor lists enriched with Preqin and PitchBook data
- • Scores relationship strength from email and meeting activity to surface the warmest paths into investors and deals
- • Produces dynamic briefs for each fund, investor, and deal
- • Built with OpenAI and delivered partly through Salesforce Agentforce and Einstein agent actions
AI type: Generative AI (LLM via OpenAI), relationship intelligence, and agentic AI (Salesforce Einstein / Agentforce agent actions) embedded in a private-markets CRM
API: no MCP: unknown
Key numbers[1][2][4]
- • InvestorFlow reports it is trusted by more than 200 top private markets firms
- • early-access AI clients saw a 15x increase in actionable insights and 10x improvement in data accuracy, with one client citing 7x growth in deal opportunities, 20x efficiency gains, and $750K in cost savings (vendor-stated metrics)
Credibility[2][5][6][7]
- Founders
- Todd Glasson (Founder & CEO). Post-2022 Cloud Theory merger leadership includes co-founders Brian Marchand and Minseok Kang.
- Customers
- Private equity, private credit, venture, and real estate / real-assets fund managers. InvestorFlow names TPG, Warburg Pincus, General Atlantic, Brookfield, and L Catterton among client firms.
- Investors
- Ambina Partners (lead, $30M Series A, April 2022)
Founded
2015
Headquarters
Menlo Park, California (offices across North America, Dominican Republic, and London)
Stage
Series A (privately held)
Employees
51-200
Sources
- InvestorFlow AI (official product page)
- InvestorFlow AI capabilities (PRNewswire, May 2025)
- InvestorFlow joins Agentforce Partner Network (official, Oct 2024)
- InvestorFlow homepage (200+ firms, integrations, offices)
- InvestorFlow merger with Cloud Theory and $30M Series A (Business Wire, Apr 2022)
- InvestorFlow $30M Series A led by Ambina Partners (Ambina, Apr 2022)
- InvestorFlow asset profile (Preqin: Series A, Ambina Partners)
- InvestorFlow company profile (LinkedIn: HQ, employees)
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