Company profile

InvestorFlow Tech Stack

CRM, investor portal and data platform for private markets firms

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

InvestorFlow builds front-office software for private equity, real estate, credit and venture firms, covering fundraising, deal sourcing and investor reporting. Its stack pairs a Microsoft core (.NET, C#, Azure Functions, Service Bus, API Management) with Salesforce, Talend and Snowflake, and job posts point to a new AI consulting practice plus heavy data-migration work moving client data off disparate databases and CRMs.

Tech Stack 77 technologies

Core StackSalesforce Talend Snowflake MySQL PostgreSQL SQL Server Oracle HubSpot Dynamics 365 Python MongoDB Terraform AWS Azure Functions .NET JavaScript C# Java React TypeScript Azure NET Core Entity Framework Azure API Management Azure Service Bus Azure Monitor Application Insights Azure Front Door Azure CDN Ironclad+43 more

What InvestorFlow Is BuildingChallenges and projects from their job posts

◆Challenges

Migrating data from disparate databases and CRMs
Minimizing revenue leakage and churn risk
Integrating AI with existing systems
Scaling the consulting team

▲Active Projects

Establishing an AI consulting practice
Productized integrations with the InvestorFlow platform
Reusable ETL frameworks on Snowflake
Salesforce renewal automation and performance dashboards
AI readiness assessments and solution implementation

Hiring Activity

Steady15 roles · 4 in 30d

Department

Engineering

Data

Finance

Consulting

Ops

Support

Seniority

Senior

Director

Mid

Junior

Lead

Manager

Notable leadership hires: Data Lead

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About InvestorFlow

InvestorFlow, founded in 2015 and headquartered in San Francisco, California, provides a CRM and investor portal for private markets firms. Its customers include private equity, real estate, credit and venture managers that need tools for capital raising, deal origination, investor services and portfolio reporting. The company is privately held with 51–200 employees and hires in the United States and United Kingdom. Its product connects front-office workflows into a single system built around firms' proprietary data.

HeadquartersSan Francisco, California

Company Size51–200 employees

Founded2015

Hiring MarketsUnited States, United Kingdom

Frequently Asked Questions

What tech stack does InvestorFlow use?

InvestorFlow runs on .NET, C#, Azure (Functions, Service Bus, API Management, Front Door), React and TypeScript, with Salesforce, Talend, Snowflake, PostgreSQL and SQL Server for CRM and data work.

Is InvestorFlow hiring engineers?

Yes. Engineering leads its hiring, alongside data, finance and consulting roles, with a Data Lead among notable openings. Hiring spans the United States and United Kingdom.

What is InvestorFlow working on?

Reusable ETL templates, Snowflake-based transformation workloads, productized integrations, Salesforce renewal automation and a flagship AI consulting offering with readiness assessments.

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How this profile is built

InvestorFlow's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.