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Investorflow

InvestorFlow is a cloud-based platform designed to streamline operations for alternative investment firms, including private equity, venture capital, hedge funds, real estate, and credit funds. Built on Salesforce, it integrates fundraising, deal management, investor relations, and reporting into a unified system .

BuiltAPI's Investorflow connector allows you to integrate Investorflow data with other systems, enabling synchronization of market assets, investor information, and fund details.

Connection settings​

To connect BuiltAPI to your Investorflow instance, you will need to configure the following settings when creating an Investorflow application instance:

Investor Auth Settings​

These settings are used for authenticating with the Investorflow API.

Investorflow Auth URL

  • Type: String
  • Description: The URL endpoint used by Investorflow for authentication (e.g., to obtain an OAuth token).
  • Required: Yes
  • How to Find: This URL is typically provided by Investorflow as part of their API documentation or during the API setup process for your account.

Investorflow Username

  • Type: String
  • Description: The username for your Investorflow API account or a service account designated for API access.
  • Required: Yes
  • How to Find: Provided by Investorflow or set up within your Investorflow account specifically for API integrations.

Investorflow Password

  • Type: Secret
  • Description: The password associated with the Investorflow Username. This should be treated as sensitive information.
  • Required: Yes
  • How to Find: Provided by Investorflow or set up for the API user account.

Investorflow Client ID

  • Type: String
  • Description: A client identifier for your application, used in OAuth 2.0 flows or similar authentication mechanisms if required by Investorflow.
  • Required: Yes
  • How to Find: Typically obtained when you register your application or integration with Investorflow.

Investorflow Client Secret

  • Type: Secret
  • Description: A client secret associated with your Investorflow Client ID. This is a confidential credential.
  • Required: Yes
  • How to Find: Provided alongside the Client ID when registering your application with Investorflow.

Investorflow Scope

  • Type: String
  • Description: Defines the level of access your application requests. Scopes limit what actions your application can perform on behalf of the user. The default value is often api1 or similar.
  • Required: Yes
  • Default Value Example: api1
  • How to Find: Refer to Investorflow API documentation for available scopes and which ones are necessary for the desired operations (e.g., reading market assets).

Investorflow Arc Values

  • Type: String
  • Description: This field likely pertains to specific authentication context or resource values required by Investorflow's authentication mechanism (potentially related to Azure Resource Manager (ARM) or a similar concept if "Arc" refers to that).
  • Required: Yes
  • How to Find: This value would be specific to Investorflow's API setup and should be provided by them or found in their API integration guides. It might define the specific resource or service within Investorflow that the token is being requested for.

Investorflow Connector Settings​

These settings define the base endpoint for API calls after authentication.

Investorflow Base URL

  • Type: String
  • Description: The primary base URL for making API calls to Investorflow (e.g., to fetch data or perform actions). This is different from the Auth URL.
  • Required: Yes
  • How to Find: This URL is usually provided by Investorflow as part of their API documentation. It's the root endpoint for accessing API resources like market assets, funds, etc.

Note: Always refer to the official Investorflow API documentation for the most accurate and up-to-date information on obtaining these credentials and understanding their specific purpose.

Pipelines​