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InvestorForce

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Performance reporting and analytics software for institutional investors

Conshohocken, United StatesFounded 1999Other B2B Software
Valuation $250–500M Last recorded · 2000
Total funding $50–100M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for InvestorForce and the history behind them.

About InvestorForce

Founded in 1999, InvestorForce provides performance reporting and analytics solutions for institutional investment consultants. The company's platform utilizes automated data collection to offer daily monitoring, analysis, and reporting, which provides users with operational efficiencies and deeper insights into investment portfolios.

The firm's core offerings include performance reporting, peer benchmarking analytics, and investment policy statement tools. It serves clients such as institutional investment consultants, wealth managers, and investment managers. The business model is centered on providing its software and data solutions to these financial professionals, who collectively manage trillions of dollars in assets.

In January 2013, MSCI Inc. acquired InvestorForce for a total consideration of $23.5 million. Subsequently, in July 2018, MSCI announced the sale of InvestorForce to Resurgens Technology Partners. Resurgens then merged InvestorForce with its portfolio company, Investment Metrics, a provider of investment reporting and analytical solutions. The combined entity operates under the Investment Metrics name, which is now a Confluence company.

Source: Dealroom company data

At a glance

Status
Acquired
Founded
1999
Headquarters
Conshohocken, United States
Open positions
None listed
Dealroom signal
22.3/100
Industry
Enterprise Software
Sector
Other B2B Software, Analytics
Business model
SaaS
Client focus
b2b

Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
ACQUISITIONOther financing Jul 2018 $0 — Resurgens Technology Partners —
ACQUISITIONOther financing Jan 2013 $0 — MSCI —
Showing the latest 2 of 3 recorded eventsBook a demo for the full funding history →

Growth signals

InvestorForce website traffic

Latest recorded traffic for InvestorForce is 270 monthly website visits.

Latest monthly visits270
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Similar companies

Closest operating peers by Dealroom taxonomy

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Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

6 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series B and later4 investors entered at this stage

  • CalPERS
  • Mellon Ventures
  • Merrill Lynch
  • Actua Corporation

Other known investors2 additional known investors

  • MSCI
  • Resurgens Technology Partners
Team profiled 3 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · Conshohocken HQ
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Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about InvestorForce on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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