InvestorFlow

About InvestorFlow

In the world of alternative investments like private equity and real estate, managing relationships and data is incredibly complex. Todd Glasson saw this firsthand, founding InvestorFlow in 2015 to create specialized, cloud-based investor portals. The goal was to give asset managers a seamless, digital way to connect with their limited partners. Meanwhile, another company, Cloud Theory, was tackling a similar problem from a different angle. Co-founded by Brian Marchand and Minseok Kang, Cloud Theory developed a powerful CRM platform built on Salesforce to manage deal flow and fundraising. Their key product, FundEngine, was even incubated at the private equity giant Blackstone. A pivotal moment arrived in April 2022. InvestorFlow and Cloud Theory merged, securing a $30 million Series A investment from Ambina Partners to fuel the combined company's growth. Glasson became the CEO of the new entity, which retained the InvestorFlow name, with Marchand and Kang taking on key product and technology roles. The merger created a single, integrated platform combining CRM, deal management, and investor reporting for the alternative asset industry. Continuing its strategic expansion, InvestorFlow acquired UK-based Coyote Software in April 2024. This move deepened its capabilities in the commercial real estate sector, adding powerful asset and property management tools to its platform and significantly expanding its presence in Europe.