Equilar Partners with InvestorFlow to Drive Financial Services Deal Flow

September 30, 2024

Morgan Zombolas

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Equilar, the leading provider of relationship intelligence solutions, is excited to announce a strategic partnership with InvestorFlow, a leading deal management and investor communications platform for the private equity and financial services industries. This collaboration empowers clients to seamlessly integrate real-time executive intelligence into their CRM systems, optimizing deal sourcing, relationship management, and portfolio oversight.

With this partnership, InvestorFlow users can access Equilar’s comprehensive executive intelligence data, allowing them to stay ahead of executive transitions, streamline relationship mapping, and maximize opportunities for new deals. This brings a powerful solution to financial services firms and private equity teams, ensuring they are equipped with the latest insights on decision-makers and key contacts.

Seamless Executive Intelligence for Maximum Efficiency

Equilar’s robust executive intelligence, layered with InvestorFlow’s state-of-the-art deal management capabilities, will offer unparalleled efficiency in tracking executive changes, aligning portfolio management, and building personalized outreach strategies. Clients will benefit from enhanced collaboration across teams, ensuring a unified view of critical relationships to drive deal flow and stay ahead in a competitive market.

“At Equilar, we are dedicated to helping firms activate their networks and make informed decisions through real-time executive insights. Our partnership with InvestorFlow is a natural extension of that mission, providing clients with a fully integrated solution that allows them to act quickly on the most current intelligence,” said David Chun, CEO and Founder of Equilar. “Together, we’re delivering a seamless experience that enhances our clients’ ability to close deals and build stronger networks.”

A New Era for Dealmakers in Financial Services

This collaboration represents a significant step forward for dealmakers, offering streamlined workflows and cross-functional collaboration tools that centralize critical executive data. By providing real-time intelligence on executive transitions and relationship mapping, Equilar and InvestorFlow are transforming how financial services firms and private equity teams manage and close deals.

“The InvestorFlow platform is designed to simplify the complexities of deal management and investor relations. Our partnership with Equilar adds a crucial layer of intelligence that empowers our clients to leverage executive insights, optimize their networks, and maximize opportunities,” said Todd Glasson, CEO of InvestorFlow.

Looking Ahead

As the financial services landscape continues to evolve, the integration of executive intelligence and deal management tools will become even more essential for staying competitive. The Equilar and InvestorFlow partnership sets a new standard for how firms can leverage data and insights to enhance decision-making, accelerate deal cycles, and drive long-term value creation. Together, Equilar and InvestorFlow are committed to empowering clients with the tools and intelligence they need to stay ahead in today’s fast-paced market.

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