InvestorFlow
InvestorFlow sells AI-powered software for private market firms to manage capital raising, deal sourcing and investor relations. The San Francisco-based company has 162 employees and raised $30M in a Series A round in April 2022.
The growth story
InvestorFlow grew from 30 to 162 employees between 2021 and 2026, raising $30M along the way, most recently a Series A in April 2022.
About
InvestorFlow provides a software platform for private equity, real estate, credit and venture capital firms to manage their front-office operations. Its tools help with fundraising, deal sourcing and investor engagement by connecting workflows and analyzing proprietary data.
The company has scaled to 162 employees since its 2015 founding. Its Series A funding round in 2022 brought in $30M from lead investor Ambina Partners, suggesting rapid growth in the private markets software sector.
Founders and leadership
Engineering is the largest function with 26 employees, reflecting the company's focus on building AI-powered software. Leadership spans product development and private markets expertise.
The InvestorFlow org chart
Todd Glasson (Chief Executive Officer) leads 58 mapped leaders with 6 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 32 (0% YoY), Information Technology 30 (-12% YoY), Consulting 23 (+10% YoY), Business Development 22 (+38% YoY), Product Management 9 (-10% YoY), Customer Success and Support 9 (-25% YoY).
Talent flow
The company recruits heavily from Cloud Theory (13 hires) and its own product Coyote Software (10 hires), showing a preference for candidates with SaaS experience. Employees frequently move to Salesforce and private equity firms like Warburg Pincus.
Most common previous employers of InvestorFlow staff: Cloud Theory (13), Coyote Software, an InvestorFlow product (10), eFront (6), Deloitte (5), Salesforce (4), DMLT - Investment Cafe (4). Former InvestorFlow employees most often moved to Salesforce (4), Tidebridge (3), LPL Financial (2), Warburg Pincus (2), AKMSecure (2), Mellon Foundation (2).
Alumni worth knowing
The InvestorFlow mafia
Five InvestorFlow alumni have founded companies, including AKMSecure (12 employees) and Tidebridge (5 employees). The startup ecosystem suggests strong entrepreneurial talent within the company.
5Brian McGowan, was Senior Advisor until 2025Oli Farago, was Senior Advisor until 2025Pete Vitale, was Head of Hedge Fund/Asset Management Sales until 2023Brian Marchand, was Strategic Advisor until 2026Hye Kyung (HK) Lee, was Chief Strategy Officer until 2024Hiring now
Web traffic
Traffic mix: 68% direct, 12% search, 0% social, 0% paid.
What this company is made of
Most common skills at InvestorFlow: Salesforce.com (49), Leadership (46), Microsoft Office (45), Microsoft Excel (45), Project Management (44), SQL (40), Management (39), Customer Service (38).
Where the team actually sits
InvestorFlow people are concentrated in Santiago, Dominican Republic (14), New York, United States (12), England, United Kingdom (11), New York City Metropolitan Area (7). 2 offices on record.
Search footprint
InvestorFlow attracts about 417 organic search visits a month, traffic worth roughly $5K a month if bought through ads. It gained 84 ranking keywords and lost 70 in the last period.
What employees say
- Compensation
- 3.50 / 5
- Career opportunities
- 3.30 / 5
- Senior management
- 3.10 / 5
- Work-life balance
- 3.80 / 5
Frequently asked
InvestorFlow has 162 employees as of September 2026.
InvestorFlow has raised $30M in total, most recently a Series A round in April 2022.
Todd Glasson (Chief Executive Officer) sits at the top of InvestorFlow's reporting structure, with 6 direct reports.
The most common previous employers of current InvestorFlow staff are Cloud Theory (13 people), Coyote Software, an InvestorFlow product (10 people), eFront (6 people).
Former InvestorFlow employees most often move to Salesforce (4), Tidebridge (3), LPL Financial (2).
At least 5 companies have a founder who previously worked at InvestorFlow, including AKMSecure, Tidebridge, KAVTEC.
InvestorFlow attracts about 417 organic search visits a month, worth roughly $5K a month in equivalent ad spend.
The most common skills among InvestorFlow staff are Salesforce.com, Leadership, Microsoft Office, Microsoft Excel, Project Management.
InvestorFlow staff are concentrated in Santiago, Dominican Republic (14), New York, United States (12), England, United Kingdom (11).
InvestorFlow has about 32 people in Engineering, up 0% over the past year, as of September 2026.
InvestorFlow has about 30 people in Information Technology, down 12% over the past year, as of September 2026.
Computed from 101 current and 104 former InvestorFlow profiles, as of September 2026. Source: Crustdata.
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