About InvestorFlow
InvestorFlow is a company based in Palo Alto (United States) founded in 2009 by Todd Glasson. It operates as a SaaS (Software-as-a-Service), Managed Services, and FinTech. InvestorFlow has raised $30 million across 1 funding round from investors including Ambina Partners. The company has 9 employees as of December 31, 2021. InvestorFlow has completed 1 acquisition, including Coyote Group. InvestorFlow offers products and services including Capital Formation, Capital Deployment, and Investor Services. InvestorFlow operates in a competitive market with competitors including Juniper Square, iCapital, SS&C, FundGuard and RealBlocks, among others.
- Headquarter Palo Alto, United States
- Employees 9 as on 31 Dec, 2021
- Founders Todd Glasson
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Investorflow, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$30 M (USD)
in 1 rounds
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Latest Funding Round
$30 M (USD), Series A
Apr 07, 2022
- Investors
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Employee Count
9
as on Dec 31, 2021
- Investments & Acquisitions
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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.
People of InvestorFlow
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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.
Investors in InvestorFlow
InvestorFlow has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Ambina Partners.
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Equity and debt capital is provided to middle market companies.
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Investor details for InvestorFlow
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Investments & Acquisitions by InvestorFlow
InvestorFlow has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Coyote Group.
Investment portfolio details for InvestorFlow
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Data and analytics software is provided for commercial real estate.
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Complete acquisition details for InvestorFlow
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Financial Statements - InvestorFlow
Detailed financials for InvestorFlow
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Investorflow Comparisons
Peer comparison for InvestorFlow
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Competitors of InvestorFlow
InvestorFlow operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Juniper Square, iCapital, SS&C, FundGuard and RealBlocks, among others.
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Real estate investments are managed through a specialized platform.
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Software solutions are provided for managing private investments.
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Cloud-based software is provided for investment management firms.
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Cloud-based solutions are provided to asset managers and fund administrators.
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RealBlocks is recognized as a digital platform for managing private funds.
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Alternative investment solution provider
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Detailed competitors of InvestorFlow
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Verified entity values are shown only after access is granted.
Latest news on 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 current CEO of InvestorFlow. They have also founded this company.
InvestorFlow is a funded company, having raised a total of $30M across 1 funding round to date.
As of Dec 31, 2021, the latest employee count at InvestorFlow is 9.
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 FundGuard.
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.