InvestorFlow is an industry cloud platform designed for the alternative assets sector, providing client management and investor relations solutions to private equity, venture capital, and real estate investment leaders. InvestorFlow integrates fundraising, deal sourcing, pipeline management, reporting, and investor services into a single cloud-native suite, built on Salesforce.
The platform helps private markets firms find and manage investment opportunities, streamline fundraising, and turn relationship data into actionable insights. Its features enable users to oversee investor and fund reporting, manage complex deal cycles, and facilitate partnerships—all within one system. This makes InvestorFlow distinct as the only solution in its field offering such comprehensive integration for alternative asset managers.
Who Uses InvestorFlow?
InvestorFlow’s client base includes 25 of the top 50 alternative asset managers globally, representing over $6 trillion in assets, 750 funds, and 90,000 limited partners. Notable customers include Ariel Alternatives, Kleiner Perkins, and Brookfield, highlighting its strong presence among elite private equity and venture capital firms.
Where Is InvestorFlow Based?
InvestorFlow is headquartered in Menlo Park, California, with additional offices across North America, the Dominican Republic, and London, supporting its global customer base.
How Was InvestorFlow Started?
The company was founded and is led by executives with deep expertise in technology and financial services. Key leadership includes Todd Glasson (Chairman & CEO), Minseok Kang (CTO & Co-Founder), and Brian Marchand (Chief Solutions Officer & Co-Founder), supported by a broader team with roles spanning product, client services, and operations. Learn more about their background on the InvestorFlow About page.
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