InvestorFlow

Introducing InvestorFlow AI powered by Agentforce 🎬 As a longstanding Salesforce ISV partner, we're thrilled to announce that InvestorFlow is now enhanced by Agentforce AI. With InvestorFlow AI, deal professionals and fundraising teams can: ▪️Summarize company overviews, news & interactions ▪️Generate deeper insights from 3rd party data ▪️Automatically create/update records ▪️Discover the best relationship connections InvestorFlow AI unlocks the potential in your network and accelerates your deals. Book your personalized demo today to discover the InvestorFlow solution suite for alternative investments and learn how we use AI to power private markets: https://lnkd.in/eVaga_48 #InvestorFlowAI #Agentforce #OpenAI #AlternativeInvestments #PrivateMarkets

Introducing InvestorFlow Pulse and Portfolio to the Solution Suite 👋 Following our acquisition of the CRE software solution Coyote, we're happy to announce rebranding its investment and asset management modules to InvestorFlow Pulse and Portfolio. By bringing Coyote into the InvestorFlow suite of products, we move one step closer to our integrated vision of creating an end-to-end platform for the Alternatives industry 🚀 Get in touch if you'd like to find out more. We can't wait to share what's next with you! #commercialrealestate #assetmanagement #investmentmanagement #privatecapitalmarkets

InvestorFlow recently attended the Private Equity International Investor Relations & Fundraising Forum in San Diego, meeting with leading private market firms to discuss strategies and solutions in a changing fundraising environment. In this latest blog post, Brian Hart shares takeaways from the keynote sessions and follow-up conversations had with top IR professionals, covering: 1. Expanding distribution channels 2. Using market insights data to target the right investors 3. Facilitating LP decision-making and internal approval processes 4. Optimizing travel schedules for fundraising leaders 5. Best practices for fundraising in the Zoom era 6. The evolving role of IR professionals in crisis communication Learn more here: https://lnkd.in/eeqbCQPH #PEI #poweringcapitalmarkets #Investorrelations #fundraising

It wasn't Oliver Durham-Winch, Natalie Bond, and Rob Bould's first rodeo at EXPO REAL (Messe München) this year, but it was their first time flying the InvestorFlow flag at the real estate investment fair 🤩 Here are a couple of common themes we picked up: It's a "cautiously optimistic" mood out there ☀️ ➡️ We noticed a much more positive sentiment than the "survive 'til 25" phrase used over the past few years. Interest rates are coming down, and inflation is steadying, giving definite hope and positivity that capital markets are gearing up - although the current turbulent geopolitical conditions in Europe, the US, and the Middle East temper it. Sustainability remains a priority 🌱 ➡️ While ESG initiatives are a must-have for demonstrating commitment to a greener future for the industry, it's clear delivery still needs to be determined due to the mixed messages regarding the roles and responsibilities of individuals within the industry. EXPO REAL is an exceptional opportunity for global real estate investors and developers to get in front of the industry. Over 40,000 people attended the event, and nearly every major international firm attended, along with representation from across Europe, Asia, and the US 🚀 Thanks to friends from Panattoni, Palmira Capital Partners, CityLink, abrdn, Chancerygate, and VISTRA, to name a few, for joining the InvestorFlow team in celebrating the start of Q4 with a stein or two after all the insight-packed days—it's always a pleasure! See you next year, Expo 👋

It's great to see InvestorFlow sitting alongside many great companies - such as Google, Honeywell, and Korn Ferry - as selected members of the Salesforce Agentforce Partner Network. With InvestorFlow AI, deal professionals and fundraising teams can now: ▪️Summarize company overviews, news & interactions ▪️Generate deeper insights from 3rd party data ▪️Automatically create/update records ▪️Discover the best relationship connections To find out more about how we are using AI to power private markets, visit us at https://lnkd.in/eAnaaf-x You can watch our Agentforce Agent Action Demo here: https://lnkd.in/eStxvUeu? #InvestorFlowAI #Agentforce #AlternativeInvestments #PrivateMarkets

InvestorFlow was proud to sponsor Equilar's Value Creation Summit earlier this week. The summit brought together the industry's top minds to discuss how private capital firms can leverage their tech stack to drive value for their businesses. A special thank you to David Chun, Belen Gomez, and the rest of the Equilar team for putting on such a great event! #PrivateEquity #Alternatives #PrivateMarkets

InvestorFlow is thrilled to announce our partnership with Equilar! 🤝 Our clients can now leverage Equilar’s market-leading executive intelligence data directly from InvestorFlow’s world-class Pipe CRM, helping them get deals done more efficiently. Learn more here: https://lnkd.in/eUrpZqeB #FinTech #FinancialServices #Collaboration #Partnership

This afternoon’s panel at the Equilar & Nasdaq PE Value Creation Summit explored how data, AI and cloud technologies are reshaping private equity. Our speakers shared insights on using tech to optimize decision-making and drive portfolio performance. Nathan Saegesser, Principal, Data & Analytics at KPMG Todd Glasson, CEO at InvestorFlow Wendy Jones, CIO at General Atlantic Amar Ghai, Head of Digital Value Creation at KKR Thank you to our sponsors—KPMG, A&O Shearman, Diversified Search Group, InvestorFlow, and J.P. Morgan Workplace Solutions. #ValueCreationSummit #Technology #AI #PrivateEquity #Innovation #Equilar #Nasdaq

Thanks to everyone who joined us for the launch of InvestorFlow AI powered by Agentforce at the largest AI event in the world 🚀 We were honored to be front and center as Dreamforce showcased Salesforce-built, AI-driven solutions, including InvestorFlow’s suite for private markets, to over 45,000 global stakeholders. ▪️ Read the news on our AI Agentforce actions for alternatives: https://lnkd.in/gtum2n2w ▪️ Take a sneak peek at our new InvestorFlow AI video: https://lnkd.in/eAnaaf-x ▪️ Learn more about all our InvestorFlow AI-driven solutions: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://lnkd.in/eiFWS3Db Thanks to all the firms who met with us in our Executive Briefing Room for a deeper dive into our AI-driven solutions for fundraising, deal management, asset management, investor services, and real-time reporting. If you want to arrange an InvestorFlow AI Briefing, contact us at marketing@investorflow.com. Here are some of our highlights from #DF24. Until next time, Dreamforce 👋 #PrivateMarkets #Fundaising #DealManagement #AssetManagement #InvestorServices #Reporting.

We were proud to sponsor ADS RE's Charity 5-a-side football tournament a couple of weeks ago ⚽ 🏆  (Please note: It was in the UK 😅) Oliver Durham-Winch, Chris Ashrafi, and Oliver Quereshi from InvestorFlow enjoyed joining the ADS RE team and their many supporters from the UK real estate industry for a fun and inspiring afternoon, raising much-needed funds for Alzheimer's Research UK. Big thanks to Simeon Cohen, Dom Sidoli, Anthony Sidoli, and Louise O'Shea for letting us be part of such a worthy cause, and we wish you all the success in your outstanding fundraising efforts 👏 You can still donate here: https://lnkd.in/e3yxAeJc #UKCRE #CommercialRealEstate #AlzheimersResearch