
InvestorFlow is an AI-powered platform that revolutionizes capital formation and investor engagement in private markets. By integrating front-office workflows from deal origination to fundraising into a unified system, InvestorFlow helps firms raise funds faster, source more deals, and enhance personalized investor experiences. With services including an investor portal and CRM, portfolio reporting, private marketplaces, and asset management solutions, InvestorFlow provides top-tier firms with a strategic technology advantage.
InvestorFlow is seeking a Senior Consultant to drive the successful implementation of their Salesforce-based CRM solutions for alternative asset firms. The role involves client engagements, configuration, data migration, and ensuring seamless adoption of InvestorFlow products. This is a 3-week-per-month position based in Greenwich, CT.
InvestorFlow is an AI-powered platform that revolutionizes capital formation and investor engagement in private markets. By integrating front-office workflows from deal origination to fundraising into a unified system, InvestorFlow helps firms raise funds faster, source more deals, and enhance personalized investor experiences. With services including an investor portal and CRM, portfolio reporting, private marketplaces, and asset management solutions, InvestorFlow provides top-tier firms with a strategic technology advantage.