InvestorFlow Information
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InvestorFlow
Summary
InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets. Our application suite helps private equity, real estate, credit, and v...Show more
Organization Website | Investorflow.com |
Social Links |   |
Phone Number | +1 (800) 930-0062 |
Industries | |
Headquarters Location | 655 Montgomery St, San Francisco, California, 94111 US |
Employees Size | 100-200 employees |
Specialties | Investor Portal & CRM, Portfolio Reporting, Private Marketplaces, Asset & Investment Managers |
Founded | 2015 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2012 | Privately Held | 100 - 250 | 11.3M | $30M | |
| 2013 | Privately Held | 100 - 250 | 34M | $134.3M | |
| 2009 | - | 100-200 | - | $- | |
| 2007 | - | 100-200 | - | $- |
Estimated Website Traffic
The chart shows a decline in traffic to the investorflow.com website. In November, traffic decreased to 1774, compared to 1803 in the previous month. The highest traffic in 2025 was recorded in August, reaching 2144 visits.
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at InvestorFlow shows a diverse range of experience levels:
4% have been with the company for less than 1 year30% for 1–2 years30% for 3–4 years11% for 5–7 years15% for 8–10 years11% have over 11 years of service at InvestorFlowEx-employees positions
In Company
In New Company
Contact top employees from
InvestorFlow
Courtney Cox
Vice President of People + Places
Brendan Conners
Senior Developer
Kunal Kapur
Director, Strategic Client Partnerships
Chris Ashrafi
Chief Client Officer
Patrick Goldate
Managing Director
Divakar Seth
VP of Business Operations and Compliance
Steve Curcio
Director, Client Engagement
Savanah Eichfeld
VP, People and Places
Sarah Jamgotch
Consultant
Patrick Beedle
VP of Technical Client Enablement
Piedad Abreu
Associate Consultant - Data Services
Ysmael Santos
QA Engineer
Ovarlyn Torres
Salesforce Systems Administrator
Joseph Allam
Database Architect (Snowflake)
Ana Viteri
Implementation Consultant
Nagarjun Golthi
Application Architect
Kyle Graham
Development Team Lead - Professional Services
Lomond Davis
Senior Account Executive
Alexsa ONeal
Lead Solutions Architect
Andrey Volosevich
VP of Product, AI & Investor Intelligence
Katie Ngoh
Senior Consultant
Brian Hart
Business Development
Jeanette Jett
Senior Principal Consultant/Team Lead
Patrick Beedle
Sr. Director of Technical Services
Ellen Hindson
Client Success Manager
Courteney Algiere
HR Business Partner & Director, Talent Acquisition
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FAQ
InvestorFlow operates in the Software Development industries. More details can be found on the official website: Investorflow.com.
The headquarters of InvestorFlow are located in San Francisco, United States.
You can contact InvestorFlow by phone at +1 (800) 930-0062.
InvestorFlow currently employs 100-200 people.
Well-known competitors of InvestorFlow include Conta Azul, Poynt by GoDaddy, Mercatus is now Charles River for Private Markets and Vyntra Global.
