About InvestorFlow
InvestorFlow is a Technology company based in Palo Alto (United States) founded in 2009 by Todd Glasson. Software suite for private market funds is provided. It operates on a SaaS (Software-as-a-Service), Managed Services, and FinTech model. InvestorFlow has raised $30 million across 1 funding round from investors including Ambina Partners. The company has 9 employees. InvestorFlow has completed 1 acquisition, including Coyote Group. Its chief executive, as recorded, is Todd Glasson. Its website investorflow.com draws about 29 thousand monthly visits. InvestorFlow offers products and services including Capital Formation, Capital Deployment, and Investor Services. Its focus areas include Financial Technology and Investment Management Software. Its legal entity is InvestorFlow, Inc. Its competitors include Juniper Square, iCapital and SS&C; 2 of its 3 listed competitors have raised funding.
Company details
InvestorFlow is established as a premier AI-driven front-office platform tailored for private markets. The companys application suite is designed to support private equity, real estate, credit, infrastructure, and venture firms. Solutions are provided for capital formation, deployment, and investor services, enabling faster fundraising, deal sourcing, and personalized investor experiences. Workflows are integrated into a unified intelligent system, leveraging proprietary data and relationships. Industry-specific clouds are offered for private equity, private credit, and real assets, built on deep domain expertise and advanced AI technologies.
- Headquarters Palo Alto, United States
- Employees 9
- Founders Todd Glasson
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website investorflow.com
- Social LinkedIn
- Legal Name Investorflow, Inc.
- Total Equity Funding$30M (USD)
in 1 rounds
- Latest Funding Round$30M (USD), Series A
Apr 2022
- Investors
- Employee Count9
- Investments & Acquisitions
Products & Services of InvestorFlow
InvestorFlow offers a comprehensive portfolio of products and services, including Capital Formation, Capital Deployment, and Investor Services.
Fundraising is accelerated with AI-powered insights and tools.
Deals are sourced and executed with AI-driven precision.
Investor experiences are enhanced through automated, scalable solutions.
Funding Insights of InvestorFlow
InvestorFlow has successfully raised a total of $30M through 1 strategic funding round. The most recent funding activity was a Series A round of $30 million completed in April 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $30M
- Total Rounds 1
- Last Round Series A — $30M
- First Round $30M
(Apr 2022)
- Investors Count 1
All 1 funding rounds of InvestorFlow with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2022 | $30M | Series A | – | Ambina Partners | – |
1 investors in total: 1 institutional.
Investors in InvestorFlow
InvestorFlow has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Ambina Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Equity and debt capital is provided to middle market companies. | ambina.com | Greenwich, USA |
Investor details for InvestorFlow
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of InvestorFlow
57 people are tracked at InvestorFlow (19 in leadership, 38 in team); the tracked headcount is 9.
| Name | Role | Group |
|---|---|---|
Todd Glasson | Founder & CEO | Leadership |
Werner Medrano | Managing Director & Head Of Global Operations | Leadership |
Taylor Heidorn | Chief Of Global Services | Leadership |
Minseok Kang | CTO & Co-Founder | Leadership |
Brian Marchand | Chief Product Officer & Co-Founder | Leadership |
Laura Wellard | VP Product Management & Operations | Leadership |
Moriah Gonzalez | Director Of Global Services Operations | Leadership |
Andrey Volosevich | VP Of Product, AI & Investor Intelligence | Leadership |
Greg Glasson | Director Of Client Experiences + Ui/ux | Leadership |
Diane Tristani | VP, Product Management | Leadership |
Chris Ashrafi | Chief Client Officer | Leadership |
Paul Farthing | Vice President Of IT Operations And Technical Support | Leadership |
Marisa Ouziel | Vice President, Project Management Office | Leadership |
Patrick Goldate | Director, Solution Enablement | Leadership |
Wendy Llenas | Director Of Operations | Leadership |
Divakar Seth | VP Of Business Operations And Compliance | Leadership |
Rhys Ackery | Senior Director, Onboarding And Data Services | Leadership |
Kunal K. | Director, Strategic Client Partnerships | Leadership |
James Cook | VP Of Devops | Global | Leadership |
Jeanette Jett | Senior Principal Consultant/team Lead | Team |
37 more people are available in the full profile.
Complete people profiles for InvestorFlow
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by InvestorFlow
InvestorFlow has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Coyote Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Data and analytics software is provided for commercial real estate. | coyotesoftware.co.uk | London, United Kingdom | 2009 | Apr 2024 | •••• |
Complete acquisition details for InvestorFlow
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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- Exports
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Timeline of InvestorFlow
3 dated milestones of InvestorFlow across 15 years, from founding to its latest funding, stage changes and deals.
- Founded InvestorFlow is founded.
- Funding First funding round of $30.0M.
- Acquisition Acquires Coyote Group.
Competitors of InvestorFlow
InvestorFlow has 3 listed competitors in our database, 2 of them funded. They include Juniper Square, iCapital and SS&C.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| junipersquare.com | 2014 | San Francisco, United States | $369M | 367 | Real estate investments are managed through a specialized platform. | |
| icapital.com | 2013 | New York, United States | $1.49B | 535 | Software solutions are provided for managing private investments. | |
| ssctech.com | 1986 | Windsor Locks, United States | 26,600 | Cloud-based software is provided for investment management firms. |
Detailed competitors of InvestorFlow
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Verified entity values are shown only after access is granted.
Web traffic of InvestorFlow
The website of InvestorFlow (investorflow.com) receives about 28.7K visits a month and ranks #870,328 among all websites worldwide, #8,088 in Investing.
- Monthly visits28.7K
▲ 7.1% vs previous month
- Unique visitors12.3K
per month
- Global rank#870,328
among all websites
- Category rank#8,088
Finance · Investing
- Bounce rate54%
- Pages per visit3.4
- Average visit1 min 49 sec
- DevicesDesktop 55% · Mobile 45%
Websites whose visitors overlap most with InvestorFlow. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| vitalhub.com | 100% | 15.8K | #1,835,433 | View details | |
netagesolutions.com | netagesolutions.com | 94% | – | ||
evca.eu | evca.eu | 94% | – | ||
| backstopsolutions.com | 93% | 24.1K | #444,374 | View details | |
the-drawdown.com | the-drawdown.com | 91% | #1,532,812 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for InvestorFlow
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- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as InvestorFlow (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Investorflow
Complete news archive for InvestorFlow
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Frequently Asked Questions about InvestorFlow
InvestorFlow was founded in 2009 and raised its 1st funding round 13 years after it was founded.
InvestorFlow is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.
Todd Glasson is the CEO of InvestorFlow, as recorded in our data. They have also founded this company.
InvestorFlow is a funded company, having raised a total of $30M across 1 funding round to date. The company's 1st funding round was a Series A of $30M, raised on Apr 2022.
InvestorFlow has 9 employees.
InvestorFlow is established as a premier AI-driven front-office platform tailored for private markets. The companys application suite is designed to support private equity, real estate, credit, infrastructure, and venture firms. Solutions are provided for capital formation, deployment, and investor services, enabling faster fundraising, deal sourcing, and personalized investor experiences. Workflows are integrated into a unified intelligent system, leveraging proprietary data and relationships. Industry-specific clouds are offered for private equity, private credit, and real assets, built on deep domain expertise and advanced AI technologies.
InvestorFlow's top competitors include Juniper Square, iCapital and SS&C.
InvestorFlow offers Capital Formation, Capital Deployment, and Investor Services.
InvestorFlow has made 1 acquisition, including Coyote Group.
InvestorFlow has 1 investor. Key investors include Ambina Partners.
InvestorFlow operates through Investorflow, Inc..