InvestorFlow

We're excited to share our latest ✨ InvestorFlow AI update leveraging #Agentforce's AI capabilities to extract instantly deeper insights from CRM and third-party data for our client firms so that they can focus their attention on driving capital. With InvestorFlow AI, deal executives and fundraising professionals can: ▪️Summarize company overviews, news & interactions ▪️Generate deeper insights from third-party data ▪️Automatically create/update records ▪️Discover the best relationship connections ▪️Generate tailored outreach emails Watch the full video below to learn how #InvestorFlowAI unlocks the power of your network, drives firm-wide collaboration and accelerates your deals👇 #dealmanagement #capitalformation #fundraising #investorservices #investorrelations #artificialintelligence

The Private Credit market is expected to jump to $3 trillion in 3 years, so deals abound. The latest is Sixth Street's new $4B private credit agreement with fintech firm Affirm, building on the prior week's BlackRock $600B expansion in private credit with the acquisition of HPS Investment Partners, LLC. This is why InvestorFlow serves private credit firms like Sixth Street, HPS and more with fundraising, deal origination, and executive applications to connect, automate, accelerate, and collaborate to underwrite private credit deals. Read more about the deal here: https://lnkd.in/ehDAcp8U #privatecredit #fundraising #dealorigination #fintech #automation

Lori Martel joins InvestorFlow as Chief Product Officer 🎉 We were pleased to introduce Lori Martel as our newly appointed Chief Product Officer at our Client Council event in NYC last month. Lori brings a wealth of knowledge from her 25+ years of experience in product leadership roles across financial services, banking and wealth management, and we're excited to have her with us. We're looking forward to sharing more updates as Lori gets settled in, but for now - please join us in giving her a warm welcome to the InvestorFlow team 😊 #TeamInvestorFlow #PoweringCapitalMarkets

The power of personal connections in private markets cannot be overstated 🤝 The InvestorFlow Relationship Intelligence module is designed to identify and maximize your firm's network of relationships, helping to create new fundraising opportunities and secure essential executive engagements for capital deployment. With the InvestorFlow Relationship Intelligence module, deal executives and fundraising professionals can: ▪️Get alerts when new connections surface, increasing the rate of success ▪️Prioritize prospect lists by existing firm-wide relationships ▪️Search for existing relationships by job title or email domain ▪️Auto-sync calls & meetings that exceed a predetermined relationship score Unlock your firm-wide relationship connections now 🔓 Learn more here: https://lnkd.in/gchhzdxQ #privatemarkets #privateequity #capitalformation #fundraising #capitaldeployment #investorservices #investorrelations

Thanks to everybody who joined us at our inaugural Charity Poker Night in NYC in aid of our US charity partner, the American Heart Association ❤️ Held in the luxurious setting of New York’s Down Town Association, we welcomed several clients, partners, and prospects for an evening of great food, drink, networking and guilt-free gambling. Thanks to all our donors who helped us raise vital funds for the American Heart Association 👏 Watch this space for more of this kind of thing next year! 👀

BlackRock is making big moves in the Private Credit market. So is InvestorFlow. Big congrats to clients Global Infrastructure Partners (GIP) and now HPS Investment Partners, LLC. Get in touch if you want to learn more about how InvestorFlow can help optimize your CRM for the private markets. 🔗 https://lnkd.in/d_fVKEvY #privatecredit #alternativeinvestments #privatemarkets

We're lucky to have such supportive and innovative-thinking clients 🤩 Thanks to all our clients, partners, industry friends and colleagues from across the globe who joined our recent Client Council Week! We want to give a special shout-out to Moustafa ElBialy, Stephen Smith, Peter Connelly, Mark Rutledge, PMP, Joe Rago, Michael McCarthy, Jay Duffy, Rebecca Darcy, David Chun, and Shifra Ansonoff for joining our panels and facilitating such thought-provoking discussions on the adoption of AI in private markets and the drive towards data-driven decision-making. It was a pleasure to give all our guests a first look at the innovations we're working on here at InvestorFlow to continue powering private markets! Here's a little recap of the week's events 📹 #dealmanagement #capitalformation #fundraising #investorservices #investorrelations #assetmanagement #artificialintelligence #InvestorFlowAI

It is always a pleasure hosting valued clients and industry friends from commercial real estate at the enchanting Winter Wonderland in London's Hyde Park 🎡 The event was a perfect way to embrace the festive season. We were delighted to have the chance to reconnect with our guests - Rory Finnan, Will Game MRICS, Alexander French, Anna Petrides, Luc Murphy, Duncan Holmes, Anthony Boothman, René Geertsema, Harris Hickey, Ben Levinson & Fred Preston - thank you for joining us! Some more thanks to the InvestorFlow team, led by Oliver Quereshi, Natasha Cochrane De La Rosa, Oliver Durham-Winch, Natalie Bond & Craig Pritchard, for their efforts in making the event a success 👏 'Tis the season 🎄👀 #InvestorFlowEMEA #commercialrealestate #commercialrealestatesoftware #winterevents

Maximize capital formation and deployment and optimize your investor experiences with InvestorFlow, the choice of 25 of the top 50 global investment managers. Our decades of experience working with leaders in the private markets industry provides you with best-in-class solutions to: ▶ Grow your AUM faster by unveiling firm-wide relationships with AI-enhanced insights from your CRM. ▶ Drive repeat investment through proactive stakeholder management, automated cadences, and flexible data roll-ups. ▶ Stay ahead of your competition by accelerating transaction velocity with integrated third-party data and deal flow automation. ▶ Improve fund performance & accelerate decision-making with a live picture of your AUM. ▶ Simplify your reporting with automation, delivering instant, accurate reports on any account, prospect, or asset. Learn more here, and book your demo of InvestorFlow today: https://lnkd.in/gWXm92z #privatemarkets #capitalformation #investorexperience 

As you'd expect, talk of all things AI dominated Salesforce's #Agentforce  World Tour in NYC yesterday, and the InvestorFlow team was well-placed to showcase our recent AI innovations 🚀 Joe Grimaldi and Coleman Steigerwald had a busy day demoing how, at InvestorFlow, we're leveraging the power of AI throughout our platform to power capital markets to dozens of clients, partners and prospects. Stay tuned for tomorrow's update, where we'll share more exciting news about the AI stardust running through the InvestorFlow Application suite ✨ #privateequity #investmentbanking #assetmanagement #fundraising #capitalmarkets #dealmanagement #investorrelations