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ExecAtlas and Investorflow Partnership

Accelerate Dealmaking in Financial Services & Private Equity

Maximize the Value of Your CRM

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Streamline Your Deal Pipeline

The ExecAtlas and InvestorFlow partnership ensures clients in financial services stay ahead of executive transitions, maximize relationship mapping for new deals, and streamline portfolio management with real-time executive intelligence.

Identify Your Top Targets

Create unified contact records for target executives across companies on Salesforce.

Activate Your Network

Layer executive relationships from Equilar to create a 360-degree view of your firm’s diverse portfolio.

Win Deals

Streamline workflows to ensure deal teams have the latest intelligence to reach target accounts.

Partnership Resources