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Skip to navigationSkip to main content InvestorFlow InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers by integrating deal flow management, fundraising, reporting, and investor services in one cloud-native platform. We serve over 200 clients (including 25 of the top 50 alternative asset managers) and are privately held based in California. info@investorflow.com Privacy PolicyOpens in new tab Filter by Compliance SOC 2 Type II ISO 27001 GDPR G GDPR-UK CCPA EU AI ACT Digital Operational Resilience Act (DORA) Resources View all Compliance SOC 2 Type 2 Report SOC 2 Type II Bridge Letter ISO 27001:2022 Questionnaires SIG Lite 2026 - Portal SIG Lite 2026 - Pipe Penetration Testing Portal Pen Test Rackspace 2026 AddinServer Pen Test 2026 Portal Pen Test Azure 2026 Pulse and Portfolio Pen Test Nov 2025 Security Policies Business Continuity and Disaster Recovery Plan Incident Response Plan Information Security Policy Controls View all Infrastructure security Unique production database authentication enforced Unique account authentication enforced Production application access restricted View 19 more Infrastructure security controls Organizational security Portable media encrypted Anti-malware technology utilized Code of Conduct acknowledged by contractors View 8 more Organizational security controls Product security Control self-assessments conducted Penetration testing performed Data transmission encrypted View 1 more Product security control Internal security procedures Continuity and Disaster Recovery plans established Continuity and Disaster Recovery plans tested Cybersecurity insurance maintained View 30 more Internal security procedures controls Data and privacy Data retention procedures established Customer data deleted upon leaving Data classification policy established Subprocessors View all Microsoft Azure • Cloud infrastructure and services provider US, EU, UK Cloud Service for DataEngine APIs and DevOps platform Rackspace • Hosting provider for Portal US Hosting Provider for Portal product Snowflake • Cloud-based Data Warehouse US, UK Data and Analytics - infrastructure agnostic platform Salesforce • Internal CRM US Hosting platform for CRM product (client facing). InvestorFlow uses Salesforce's Sales and Service Cloud internally FAQ