Description: InvestorFlow is the AI-powered digital transformation suite for alternatives.
analyze (158) investorflow (3) one platform to fundraise (3) report & transact (3)
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Our off-platform CRM and portal to get you started and at the perfect price. Ideal for firms that do not have a CRM or portal, need something that they can quickly get off the ground that makes them look professional in front of investors. Includes all the workflows and tools to track and communicate with investors.
Enterprise is our on-platform solution for large firms that need the scale and flexibility of Salesforce. Enterprise goes beyond our Essentials platform with deal and investor sourcing, pipeline management, IC scheduling, valuation tracking, email and calendar integrations, as well as smarter interfaces that dramatically improve the user experience within Salesforce. Through a connected app and web hooks, the Salesforce Enterprise CRM communicates real-time and out-of-the-box with our Portal such that all p