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InvestorFlow

AI-powered relationship and fundraising platform for private markets

InvestorFlow combines CRM, fundraising, deal management and investor services for private-markets firms, with an AI layer suggesting next actions from relationship history and Preqin, PitchBook and Equilar data. It says 200+ private-markets firms use it.

GAII take
Credible CRM challenger to DealCloud; AI next-best-action claims need customer evidence.
Website
investorflow.com
Headquarters
North America
Company type
Scale-up
Status
Active
Named customers
M7, Verde Ventures
Also in
Private Markets & Dealmaking
Buyer
Private equityPrivate creditAllocators & LPs
Asset class
Private equityPrivate creditReal assets
Workflow
Fundraising & deal originationReporting & IR
Ai capability
Agents & automationKnowledge graph
Delivery
SaaS application

GAII ID GAII-T0236 · Updated 2026-10-22 · Compiled from public sources for educational and informational purposes. Not investment advice.