InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets
2024年9月18日 - 2:02AM
InvestorFlow, the industry leading cloud-based platform powering
alternative investment firms, today announced the next step in its
collaboration with Salesforce, focused on delivering joint
AI-powered solutions to fuel private markets. One of only 17 select
ISV partners tapped to participate in Salesforce’s early access
Einstein AI SDK program, InvestorFlow is the sole ISV technology
partner focused exclusively on the financial services industry.
After extensive previews and initial deployment with select
customers and services partners, InvestorFlow AI demonstrations
will be featured at Dreamforce, Salesforce’s marquee customer event
starting today in San Francisco.
“GenAI promises to fundamentally change how we engage with
technology and allows us to reimagine workflows and processes at
every level of an organization,” said Todd Glasson, CEO of
InvestorFlow. “Our initial efforts demonstrate how Einstein AI will
expand InvestorFlow’s capacity to synthesize knowledge across our
platform including insights previously locked in meeting notes,
email and documents and to automatically generate action including
email communications to drive deal cycles. Einstein AI creates
added incentives for users to increase their engagement with our
applications built on Salesforce.”
Built on InvestorFlow’s longstanding partnership with Salesforce
to develop a customer relationship management offering optimized
for private markets executives and deal professionals,
InvestorFlow’s out-of-the-box AI Agentforce actions powered by
Einstein AI deliver several advancements across the entire solution
suite and signal what will be possible in the future:
- Fundraising: AI
enables firms to extract better insights into their investors’
preferences. which enables smarter engagement while simplifying how
fundraisers update pipeline records directly from meeting notes and
email and automatically generating communications to drive deals
forward.
- Deal Management: AI
synthesizes 360 views of deal targets, combining content from
documents, meeting notes, email and third-party data such as
Pitchbook and Preqin into personalized tearsheets for every deal
professional. AI also enables deal professionals to source, review
and drive an unprecedented volume of investment opportunities.
- Asset Management: AI
enables InvestorFlow to aggregate data from a variety of sources to
aid in valuation, reporting, and actions to optimize returns on
capital invested.
- Investor Services: AI
is a force multiplier for client services personnel to provide
visibility into current investments and customize information on
new opportunities for their investors at scale, allowing them to
step up to higher value-added work.
- Real-Time Reporting:
AI can dramatically reduce the time it takes to generate accurate
reports for internal and external stakeholders to drive tighter,
more efficient execution.
"Holland Mountain recognizes Salesforce Agentforce and Einstein
as an industry-leading AI platform, and it's impressive to see how
InvestorFlow has seamlessly integrated it into their fund cycle
solutions, helping private capital firms enhance efficiency and
scale their operations," said Barnaby Piggott, CEO of Holland
Mountain, a leading specialist consulting firm to the private
capital industry.
“InvestorFlow leverages the full power of Salesforce and
Einstein AI, giving deal professionals a single interface to
create, assess, and progress deals far more efficiently, bring in
essential metrics and data from industry standards like Pitchbook,
and keep them moving forward with full support for mobile access,”
said Chuck Greiner, Partner, Customer Solutions at West Monroe, a
global business and technology consulting firm. "The deal teams we
work with are going to love this."
InvestorFlow AI powered by Einstein and Agentforce Actions will
be on full display at Dreamforce 2024, running September 17-19,
2024, at San Francisco’s Moscone Center, in Exhibition Booth 1413
and be available for executive briefings with customer and partners
in Executive Briefing Room 28.
Salesforce, Dreamforce and others are among the trademarks of
Salesforce, inc.
About InvestorFlowInvestorFlow is the leading
private markets industry cloud that turns relationships into
capital, knowledge into investment opportunities, and collaboration
into lasting partnerships. InvestorFlow is the only solution
provider to integrate fundraising, deal management, reporting and
investor services into one cloud-native platform. InvestorFlow
serves over 250 clients including 25 of the top 50 alternative
asset managers, with more than $6 trillion of assets, 3,500 funds
and 290,000 Limited Partners on its platform. InvestorFlow is a
privately held company based in Menlo Park, California with offices
in New York City and London. To learn more, visit
www.investorflow.com
For press inquiries,
contact:
Miranda Harrington, Bloxspring
miranda@bloxspring.com