JW
Joel Williams
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Work Experience
N/A
Oct 2023 - Present · 1 years and 2 months
N/A
Nov 2018 - Jan 2023 · 4 years and 2 months
N/A
Jul 2018 - Oct 2018 · 3 months
Company Details
51-200 Employees
InvestorFlow is the leading industry cloud for the alternative assets industry, turning relationships into capital, investment opportunities and partnerships. InvestorFlow’s client management and investor relations solution suite powers fundraising and deal cycles through investor and fund reporting for the leaders in private equity, venture capital and real estate investment. Built on Salesforce, InvestorFlow is the only solution provider to integrate fundraising, deal sourcing, pipeline management, reporting and investor services in one cloud-native suite. InvestorFlow helps private market firms find opportunities, create and manage relationships, and turn insights into action. InvestorFlow's client base includes 25 of the top 50 alternative asset managers, with more than $6 trillion in assets, 750 funds and 90,000 limited partners. InvestorFlow is headquartered in Menlo Park, California, and has offices throughout North America, in the Dominican Republic, and London.
Year Founded
2015
Social Media
LinkedinTwitter
Industry
Software Development, Other Financial Investment Activities, Finance and Insurance
HQ Location
1422 El Camino Real Menlo Park, California 94025, US
Keywords
Investor Portal & CRMPortfolio ReportingPrivate MarketplacesAsset & Investment Managerswealth managementaggregate reportingmanage fundraisingfunds wealth managementdeal flow managementplatform solutions technology
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