Professional Role and Company Overview
Todd Glasson is the Chief Executive Officer and Founder of InvestorFlow, a Palo Alto, California–based company specializing in CRM and digital engagement solutions tailored for the private markets and alternative investment industries. He established InvestorFlow in 2015 and has since spearheaded the company’s strategic mission to deliver smarter, simpler technologies for the digital investor experience layer. Under his leadership, InvestorFlow has positioned itself as a leading investor experience platform that supports asset and investment managers in capital raising and investor relations.
Leadership and Strategic Developments
Todd Glasson has actively driven major strategic initiatives and innovations at InvestorFlow:
- In April 2022, he led the merger of InvestorFlow with Cloud Theory combined with a $30 million Series A funding round, consolidating market positioning and expanding capabilities, while continuing as Chairman and CEO of the combined company.
- In June 2023, InvestorFlow expanded operations internationally by opening London offices, reflecting broader European market ambitions. The company appointed Richard Davies as Vice President, Head of European Operations.
- InvestorFlow launched an advanced AI engine in May 2025 designed to supercharge private market capital formation and deployment. Todd Glasson highlighted the transformative impact of AI on user engagement, signaling a commitment to cutting-edge technology integration.
- The company officially announced support for both Microsoft and Google platforms in May 2023 and has applied AI to simplify user interaction with CRMs, addressing evolving user behavior in investor relations workflows.
- Most recently, in September 2024, InvestorFlow entered into a strategic partnership with Equilar aimed at revolutionizing deal flow in financial services. Glasson underscored the partnership as aligned with InvestorFlow’s ongoing mission to streamline and simplify investor interactions and deal management.
Industry Position and Expertise
Glasson’s tenure positions him as an industry veteran with deep expertise in digital investor relations innovation. InvestorFlow under his leadership targets alternative investment firms, private equity, and asset managers needing scalable solutions for capital formation, deal flow management, and CRM modernization within highly regulated financial markets.
Public Communications and Thought Leadership
Glasson maintains a visible industry presence through public announcements and interviews:
- He frequently discusses post-pandemic fundraising challenges, digitalization in investor relations, and personalization at scale, offering insights leveraging InvestorFlow’s technology advances.
- His commentary reflects a strong understanding of evolving investor behaviors and technology adoption trends, reinforcing InvestorFlow’s strategic orientation toward AI and platform integration.
Education and Background
While explicit educational credentials and early career history were not fully detailed in available corporate sources, Todd Glasson is noted on LinkedIn as a Stanford University alumnus, consistent with a technical and entrepreneurial foundation suitable for leading technology innovation in financial services.
Summary of actionable insights:
- Todd Glasson is a founder-driven CEO at the forefront of digital engagement in private markets, focusing on CRM innovation and AI applications.
- His strategic moves, including mergers, international expansion, and partnerships, signal a growth-oriented leadership style prioritizing technology integration and global reach.
- InvestorFlow’s platform evolution aligns with trends favoring AI-driven workflows, multi-platform integration, and enhanced investor experience, indicating areas where partnerships or solutions that support these capabilities could be particularly welcomed.
- Glasson’s public positioning as a thought leader in investor relations digitally transforming capital markets marks him as a key decision-maker with a vested interest in forward-looking technology partnerships.
This profile equips engagement efforts with a data-driven understanding of Todd Glasson’s leadership style, company trajectory, and technological priorities within the private markets ecosystem.
