List of InvestorFlow CRM Customers
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United States
Since 2010, our global team of researchers has been studying InvestorFlow CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased InvestorFlow CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using InvestorFlow CRM for CRM include: Brookfield Corporation, a Canada based Banking and Financial Services organisation with 202500 employees and revenues of $92.77 billion, General Atlantic, a United States based Banking and Financial Services organisation with 1000 employees and revenues of $160.0 million, ICONIQ Capital, a United States based Banking and Financial Services organisation with 500 employees and revenues of $140.0 million and many others.
Contact us if you need a completed and verified list of companies using InvestorFlow CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The InvestorFlow CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Brookfield Corporation | Banking and Financial Services | 202500 | $92.8B | Canada | InvestorFlow | InvestorFlow CRM | CRM | 2022 | n/a |
In 2022, Brookfield Corporation deployed InvestorFlow CRM to manage investor relations and fundraising workflows. InvestorFlow lists Brookfield among the top private-markets firms that rely on its platform in North America, and the deployment is described in InvestorFlow press materials as using CRM and investor services capabilities.
The implementation centers on InvestorFlow CRM within the CRM category and emphasizes CRM/Investor Services functionality for contact and relationship management, fundraising pipeline orchestration, and investor communications across capital formation teams. Deployment details indicate a platform-focused approach to support investor relations and fundraising business functions across North America, with configuration aligned to fundraising lifecycle and investor servicing workflows as disclosed by the vendor.
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General Atlantic | Banking and Financial Services | 1000 | $160M | United States | InvestorFlow | InvestorFlow CRM | CRM | 2022 | n/a |
In 2022 General Atlantic implemented InvestorFlow CRM to support fundraising, CRM and investor engagement workflows at the firm, with public vendor materials naming General Atlantic as one of the leading alternative managers using the platform primarily in North America. The vendor press release cites the relationship and positions InvestorFlow CRM as a platform used to support capital formation and investor engagement for the firm.
Deployment centered on CRM and fundraising modules, with configuration inferred to include contact and relationship management, pipeline and deal tracking, investor engagement tracking, and fundraising orchestration capabilities consistent with CRM category workflows. The implementation emphasized capital formation workflows and investor engagement processes, aligning CRM record structures to investor profiles and fundraising rounds to support investor relations and fundraising teams.
Operational coverage focused on fundraising and investor relations functions across North America, with governance and process changes to standardize engagement workflows and steward investor data. Role based access controls and structured workflow automation were applied to enforce data governance and activity capture across fundraising lifecycles, enabling cross functional visibility for capital formation activities.
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ICONIQ Capital | Banking and Financial Services | 500 | $140M | United States | InvestorFlow | InvestorFlow CRM | CRM | 2022 | n/a |
In 2022 ICONIQ Capital implemented InvestorFlow CRM, using the CRM to centralize deal, fundraising and investor workflows and remove reliance on Excel across its CRM and capital formation teams in North America. The deployment consolidated transaction pipelines and investor records into a single operational environment, emphasizing live access to consolidated data and centralized recordkeeping.
Configuration and module adoption focused on Pipe+ CRM features as inferred from the Dreamforce case discussion, with implementation patterns aligning to deal pipeline management, fundraising workflow tracking, contact and relationship management, activity logging and consolidated reporting dashboards. The project configuration emphasized stage based deal tracking and data consolidation to replace spreadsheet based processes and streamline capital formation workflows.
Operational coverage extended to CRM and capital formation functions across North America, with governance oriented toward centralized data stewardship and live data access for deal and investor teams. ICONIQ Capital reported reduced administrative time and improved live access to consolidated data following the InvestorFlow CRM deployment, and the firm removed spreadsheet reliance from core investor and fundraising operations.
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