InvestorFlow Inc. logo

InvestorFlow Portal & CRM for Alternatives


InvestorFlow for Banc of California Partners

Connect the best relationships with the best opportunities.

Special Restrictions:
Offer requires an annual contract.

Available for new customers only

How It Works

InvestorFlow provides private equity firms with smart and simple tools for deal team and investor relations professionals. Deal teams can source and manage deal pipelines, track resources, manage portfolio valuations, and schedule IC meetings. Investor relations professionals can source investors, raise capital, report performance, issue capital calls, distribute K-1s, and track investors across multiple funds and co-investments. Private equity and VC managers benefit with smarter tools deployed by a CRM built for deals, investors and their LPs. A world class portal facilitates more accurate reporting that calculates performance at the investor level and across the entire fund.


#CRM & Sales
#Financial Services
#Cap Table & Fundraising





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