InvestorFlow Tech Stack

AI platform for private capital fundraising, deal sourcing, and investor management

Software Development San Francisco, California 51–200 employees Founded 2015 Privately Held

InvestorFlow operates a front-office platform for private markets — connecting fundraising, deal sourcing, and investor services into one system. The stack spans .NET, Python, SQL Server, MongoDB, and Salesforce, with active modernization efforts (Python migration) and heavy investment in test automation and compliance infrastructure (Vanta, JMeter, CI/CD). Hiring velocity is accelerating across engineering and operations, with notable focus on data integration, performance testing, and DR readiness — suggesting both scale pressures and operational maturity challenges.

Tech Stack 41 technologies

Core StackGitHub Actions Azure DevOps Terraform Docker Kubernetes Python Grafana Salesforce Jira Monday.com ADP NetSuite Apex Django SQL Server MySQL MongoDB Redis .NET Azure PowerShell Bash JMeter Vanta Salesforce DX Git SQL NoSQL CI/CD Aura Components+10 more

ReplacingPython

What InvestorFlow Is Building

◆Challenges

Dr readiness
Seamless integration of solutions
Customer churn
Ensuring system reliability under varying conditions
Ensuring quality gates are met
Ensuring timely compliance across teams
Coordinating vendor security documentation
Supporting audit and compliance initiatives
Reducing manual testing overhead
State and local payroll tax compliance issues

▲Active Projects

Modernizing platform by migrating services to python
Developing data integration services and connectors
Implementation of investorflow solutions
Digital engagement platform for capital markets
Implement comprehensive test automation frameworks
Establish performance testing strategies using jmeter
Establish comprehensive reporting frameworks with performance benchmarks
Security and compliance initiatives
Due diligence requests
Automation of revenue operations

Hiring Activity

Accelerating20 roles · 9 in 30d

Department

Engineering

Finance

Ops

Product

Sales

Support

Security

Seniority

Mid

Senior

Junior

Lead

Manager

Principal

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About InvestorFlow

InvestorFlow serves private equity, real estate, credit, and venture capital firms with an AI-enabled platform for capital formation and investor engagement. The product consolidates front-office workflows — from deal origination through fundraising to portfolio investor services — around a shared data layer that helps firms unlock competitive advantage from proprietary information. Founded in 2015 and headquartered in San Francisco, the company operates as a privately held firm with 51–200 employees, hiring across the United States, United Kingdom, Dominican Republic, and Singapore.

HeadquartersSan Francisco, California

Company Size51–200 employees

Founded2015

Hiring MarketsDominican Republic, United States, United Kingdom, Singapore

Frequently Asked Questions

What tech stack does InvestorFlow use?

InvestorFlow runs on .NET and Python for application logic, SQL Server and MongoDB for data, Salesforce for CRM, and cloud infrastructure on Azure with Docker and Kubernetes. CI/CD is managed via GitHub Actions and Azure DevOps, with monitoring via Grafana and compliance tooling including Vanta.

What is InvestorFlow working on?

Current projects include migrating services to Python, building data integration services and connectors, implementing comprehensive test automation with JMeter, establishing performance benchmarks, and executing security and compliance initiatives including DR readiness and audit support.