InvestorFlow
PrivateLast Round
Series A
Apr 7, 2022
Total Funding Raised
$30M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
InvestorFlow is a financial technology company that provides an AI-powered, cloud-native platform for alternative asset managers to manage fundraising, deal sourcing, pipeline management, and investor services.
Sector
Enterprise Software
Verticals
Investment Platforms, CRM, Wealth Management, Vertical SaaS, Property Investment
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
InvestorFlow Comparables
Compare InvestorFlow with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Altvia | 90% | |
| Navatar Group | 86% | |
| Juniper Square | 83% | |
InvestorFlow Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Apr 7, 2022 |
Key People
Founding team and executive leadership
InvestorFlow Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Ambina Partners | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 2, 2026
CRM product is built on the Salesforce platform.
- Nov 5, 2025
Attended the Private Markets AI Summit in New York.
InvestorFlow Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about InvestorFlow's valuation, stock price, and market status.