InvestorFlow, Inc, a provider of cloud-based investor portals in the alternative asset space announced its merger with Cloud Theory, Inc, a cloud-enabled enterprise Customer Relationship Management (CRM) software platform designed for investment banks and alternative asset managers. In addition, the company has also announced a $30 million Series A investment from Ambina Partners, intended to help accelerate the combined company’s continued growth.
After the merger, the new company will take on the name InvestorFlow, and will aim to become a leading deal and investor engagement platform in the financial services industry with headquarters in Menlo Park and offices located throughout North America.
InvestorFlow serves 150+ clients, holds over $3.5 trillion in assets, 750 funds, and 90,000 LPs on its combined platform. The company will continue to serve customers across the financial community, including investment banks, venture capital, private equity, credit, hedge funds, and real estate. This class of streamlined offerings and technology will aspire to provide solutions for customer needs at a time of increasing complexity in fund management
Says InvestorFlow CEO Founder Todd Glasson: “‘The combination of InvestorFlow’s innovative investor portal with Cloud Theory’s CRM platform, FundEngine, will create a best-in-class app for investment managers, allocators, and administrators. Our technology platform will provide a seamless experience to interface with investors, and create deal rooms for reporting, fundraising, and M&A, while also addressing CRM needs. We look forward to our partnership with Ambina Partners and the opportunity to continue serving our clients.’”
As for leadership, industry veteran Todd Glasson, current CEO and Founder of InvestorFlow, will lead the combined company as Chairman & CEO. Cloud Theory’s CEO and Co-Founder, Brian Marchand, will serve as Chief Product Officer, and Minseok “Min” Kang, Chief Technology Officer and Co-Founder of Cloud Theory, will be serving as Chief Technology Officer.
“‘We are thrilled to be joining forces with Todd and the InvestorFlow team," related Cloud Theory CEO and Co-Founder Brian Marchand. “‘This is a fantastic opportunity for our team to better serve an impressive combined portfolio of clients, which include some of the largest alternative investment managers and their investors through an engagement platform that will enhance their experiences.’”
About InvestorFlow
InvestorFlow is an investor and deal engagement platform helping investment banks, alternative asset, wealth managers, and fund administrators create intelligent digital experiences. InvestorFlow integrates deal flow management, fundraising, reporting, and investor services into a cloud-native platform. InvestorFlow is a privately held company based in Menlo Park, California.
About Ambina Partners
Ambina Partners is a private equity firm that focuses on investments in growth-oriented middle-market companies. Ambina works with forward-thinking management teams in sectors including enterprise software, financial services/insurance, and other technology-enabled businesses. Ambina offers companies strategic and operational support.
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