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Investorflow Announces Merger With Cloud Theory And $30 Million Series A Raise

Apr 07, 2022•over 3 years ago

Amount Raised

$30 Million

Round Type

series a

Menlo Park

Description

InvestorFlow, Inc. (the “Company”), a leading provider of cloud-based investor portals for alternative asset managers announced today that it has merged with Cloud Theory, Inc. (“Cloud Theory”), a leading cloud-enabled enterprise Customer Relationship Management (“CRM”) software platform for alternative asset managers and investment banks. The Company also announced a $30 million Series A investment from Ambina Partners, which will help accelerate the combined company’s continued growth.

Company Information

Company

Investor Flow

Location

Menlo Park, California, United States

About

InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California. To learn more, please visit www.investorflow.com

Funding Insights

Based on industry data
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech