# InvestorFlow

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/investorflow

- Industry: Software
- Headquarters: Menlo Park, US
- Website: www.investorflow.com
- Total disclosed funding: $30M
- Latest round: Series A (Apr 7, 2022)
- Investors on record: 1

## About

Founded in 2009 and based in California, US, InvestorFlow, Inc., operates as a customer relationship management software company that provides cloud-based investor portals for alternative asset managers. The company was founded by its CEO Todd Glasson. In April 2022, InvestorFlow LLC raised USD 30 million in series A funding led by new investor Ambina Partners and in the same month, InvestorFlow LLC  agreed to merge with Cloud Theory, a portfolio company of Blackstone Group for an undisclosed sum. As of 2022, the company serves over 150 clients.

InvestorFlow provides cloud-based investor portal software-as-a-service applications for the alternative asset managers to create branded and intelligent digital investor experiences and drastically increase their productivity and engagement. The platform offerings include deal flow management, fundraising, reporting, and investor services and the company’s client base includes investment banks, fund administrators, venture capital, private equity, credit, hedge funds, and real estate companies.

Following the transaction, the two companies will merge to establish a combined company operating under the name InvestorFlow LLC, which will be headquartered in Menlo Park and have offices across North America.

## Funding rounds

- Series A, Apr 7, 2022, $30M — Ambina Partners

## Investors

- Ambina Partners (https://capitalatlas.ai/funds/ambina-partners) — Series A