InvestorFlow merges with Cloud Theory
Cloud-based investor portal InvestorFlow has merged with cloud CRM Cloud Theory, to provide a deal and investor engagement platform for alternatives and investment banks.
As part of the merger, the joint business has rebranded as InvestorFlow and provides an investor and deal engagement platform for investment banks, alternative asset managers, fund administrators and wealth managers.
Together, the combined business, which is headquartered in Menlo Park with additional offices in North America, serves more than 150 clients with more than $3.5trn
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