InvestHub
InvestHub is a French SaaS platform that digitizes investor onboarding, KYC/AML compliance, subscriptions, capital calls and distributor workflows for private equity and asset management firms across Europe.
- Company typePrivate
- Founded2021
- HeadquartersNeuilly-sur-seine, France
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What InvestHub does
InvestHub is a French SaaS company headquartered in Neuilly-sur-Seine that provides a modular, cloud-based platform to digitize and automate the operational workflows of private equity and asset management firms. The platform unifies investor onboarding, KYC/AML compliance, subscription processing, capital calls, distributions, investor and distributor portals, and distributor network management into a single product, organized into five modules (Onboard, Compliance, Portals, Connect, Network) with a REST API and PENELOP-standard interoperability. Its customer base of 30+ management companies processes approximately €70 billion in assets through the system and serves over 65,000 end users across the investor and distributor portals.
The company serves two primary customer segments: PE and asset management firms seeking to replace fragmented, paper-based back-office processes, and distribution networks (CGPs, wealth managers, independent advisors) needing to manage intermediated fund subscriptions and commissions. InvestHub monetizes through quote-based annual or multi-year subscriptions priced by modules selected, fund count and user volume, sold via a direct enterprise sales motion anchored in Paris and a co-construction model that embeds the platform deeply into client workflows. Notable customers include Entrepreneur Invest, Seven2 and Isatis Capital, and the platform claims measurable outcomes such as 80% reduction in subscription processing time, 90% dossier compliance rate, and zero commission disputes among Network users.
On May 12, 2026, InvestHub was acquired by Dynamo Software, an AI-powered alternative investment technology platform serving 1,000+ clients managing more than $10 trillion in assets globally and backed by Francisco Partners. Post-acquisition, InvestHub continues to operate its Paris-based team and brand while integrating its modules into Dynamo's global product, sales and client service infrastructure, accelerating product development and international expansion beyond its original French and European footprint.
InvestHub firmographics
Firmographics- Name
- InvestHub
- Legal name
- InvestHub
- Website
- https://investhub.cloud
- Company type
- Private
- Founded year
- 2021
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- InvestHub is a French SaaS platform that digitizes investor onboarding, KYC/AML compliance, subscriptions, capital calls and distributor workflows for private equity and asset management firms across Europe.
- Ownership category
- akta.pro rank
InvestHub industry classification
Industry- Product category
- Private Equity Operations Software
- NAICS
- Miscellaneous Intermediation (52391)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Private Equity Fundraising Placement (FSAEALAB)
Keywords
Where InvestHub is headquartered
LocationHeadquarters
- HQ city
- Neuilly-sur-seine
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
InvestHub business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Platform Subscription: Annual or multi-year subscription-based pricing model for access to the modular platform covering onboarding, compliance, subscriptions, capital calls, distributions, reporting, and investor/distributor portals. Pricing is quote-based and customized based on fund size, modules selected, and user count.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Modular platform pricing based on modules and scale |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
InvestHub product offering
Product offeringCore offering
InvestHub provides a modular, cloud-based SaaS platform that digitizes and streamlines end-to-end private equity and asset management workflows, including investor onboarding, digital subscriptions, KYC/AML compliance, capital calls, distributions, and investor/distributor portals. The platform serves management companies in France and Europe with white-label customization, native interoperability via REST APIs and the PENELOP standard, and is purpose-built for private markets rather than retrofitted from generic tools.
Product overview
InvestHub is a modular SaaS platform for private equity and asset management firms. The platform consists of a unified core platform with integrated modules: InvestHub Onboard (digital subscription and KYC), InvestHub Compliance (KYC/AML automation), InvestHub Portals (investor and distributor portals), InvestHub Connect (API and integrations), and InvestHub Network (distributor management). The modules share a common architecture with native interoperability, enabling data to flow across the investment lifecycle from onboarding through reporting and distributions.
Differentiator
Problem solved
Functional benefit
Brands
- InvestHub Connect: API, SSO and business integrations marketplace connecting InvestHub to tools and partners including CRM, KYC, electronic signature, data rooms, and reporting systems.
- InvestHub Portals
- InvestHub Onboard
- InvestHub Compliance
- InvestHub Network
Products and services
- InvestHub Platform Unified SaaS platform for private equity and asset management firms that digitizes investor subscriptions, onboarding, compliance, capital calls, and distributions, featuring modular architecture with native interoperability for management companies in France and Europe.
- InvestHub Onboard Digital subscription and KYC module enabling streamlined investor onboarding with intelligent conditional forms, native e-signature integration with DocuSign and Yousign, AI-powered validation, automated KYC/AML screening, and configurable workflows for private equity fundraising.
- InvestHub Compliance Automated KYC/AML compliance module with screening against sanctions, PEP, and adverse media lists; AI-driven risk scoring that reduces false positives; configurable risk matrices; continuous monitoring; and audit trail capabilities supporting 30,000+ auditable dossiers.
- InvestHub Portals White-label investor and distributor portal providing real-time dashboards, document management, reporting, secure self-service capabilities, branding customization, and engagement analytics supporting 50,000+ users for LPs and CGPs.
- InvestHub Connect API store and integration marketplace providing 20+ pre-built connectors for CRM, KYC, e-signature (DocuSign, Yousign), data rooms, banking (CACEIS), and reporting tools; uses REST API and the PENELOP open-source standard and reduces deployment timelines by 80%.
- InvestHub Network Distributor management platform enabling CGP onboarding, commission automation, subscription management, and portfolio reporting, with 400+ partner firms and 2,000+ CGPs connected in the ecosystem and reported 40% network productivity improvement and 60% reduction in subscription delays.
Quantifiable outcome
- 80% reduction in subscription completion time
- +6 more outcomes
Companies that use InvestHub
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles2 records
InvestHub technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability4 records
Feature6 records
InvestHub partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and flagship.
- Dynamo SoftwarecoreDynamo Software, an AI-powered alternative investment platform leader serving 1,000+ clients managing $10+ trillion in assets globally, acquired InvestHub. The acquisition adds InvestHub's customizable workflow automation tools to Dynamo Software's platform. InvestHub's Paris team continues supporting existing clients while integrating with Dynamo's broader global platform, product resources, and client service infrastructure. The combination accelerates InvestHub's product development and international expansion.
- FlaminemflagshipCo-hosted webinar on compliance and digital experience in investor relations. Flaminem provides expertise in KYC/AML compliance while InvestHub provides workflow structuring. The collaboration demonstrates how compliance and digitalization complement each other, with both companies sharing the conviction that compliance is a component of overall investor/distributor experience.
- InvestHub Network Partnerscore400+ partner firms and 2,000+ CGPs connected through InvestHub Network for intermediated fund distribution. Includes CGP cabinets, broker networks, and wealth management platforms that use InvestHub for distributor onboarding, subscription management, and commission automation.
- Entrepreneur Investflagship3-year collaboration where Entrepreneur Invest co-developed new platform modules with InvestHub including secondary market functionality. Entrepreneur Invest processes all operations (conventions, subscriptions, capital calls, retrocessions) through InvestHub. Relationship described as true partnership with aligned interests and mutual co-construction.
Scale indicators13 records
Recent moves7 records
Expansion highlights6 records
InvestHub competitors and assessment
Company assessmentEmerging players
- Carta: Carta began in cap table management for venture and private equity and has expanded into fund administration, investor services, and LP management. Overlaps with InvestHub in investor onboarding and subscription workflows for private markets.
- Ontra: Ontra provides AI-powered contract and subscription document automation for private funds. Adjacent to InvestHub Onboard, addressing related subscription and legal workflow automation needs for PE and VC managers.
- Visible.vc: Visible.vc offers investor reporting, fund performance dashboards, and LP communication tools for venture and private equity managers. Comparable to InvestHub Portals in providing real-time investor visibility and reporting.
Direct peers
- Passthrough: Passthrough provides digital investor onboarding and subscription document automation for private equity, venture, and private credit funds. Closely comparable to InvestHub Onboard and Compliance modules, especially for fund formation and closings.
- Altvia: Altvia offers CRM, investor portal, and reporting solutions specifically designed for private equity and alternative investment firms. Directly comparable to InvestHub's CRM/investor portal module coverage.
- Juniper Square: Juniper Square offers investor CRM, subscription management, and LP portal software for private equity and real estate fund managers. Highly comparable to InvestHub's Onboard, Compliance, and Portals modules for fund managers.
- Allvue Systems: Allvue provides end-to-end software for private equity, private credit, and fund administration including investor onboarding, KYC/AML, and portfolio reporting. Directly comparable to InvestHub as a PE-focused workflow automation platform serving management companies.
- Backstop Solutions: Backstop Solutions provides investor relationship management, fundraising CRM, and portfolio monitoring tools for alternative investment firms. Competes with InvestHub in subscription management and investor portal capabilities.
Broad incumbents
- eFront (BlackRock): eFront, acquired by BlackRock, provides end-to-end alternative investment management software including investor onboarding, portfolio monitoring, and reporting for PE firms. A larger incumbent in the same workflow software category as InvestHub.
- Dynamo Software: Dynamo Software is the parent company of InvestHub post-acquisition and provides AI-powered alternative investment technology to 1,000+ clients managing $10T+ AUM. Pre-acquisition it overlapped in LP/GP workflow software; now serves as the integrated broader platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
InvestHub social profiles
Digital presenceInvestHub compliance and trust
Trust signalCompliance3 records
InvestHub financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestHub leadership team
Management profileNumber of profiles
Profiles2 records
InvestHub funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestHub M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InvestHub
What does InvestHub do?
InvestHub provides a modular, cloud-based SaaS platform that digitizes and streamlines end-to-end private equity and asset management workflows, including investor onboarding, digital subscriptions, KYC/AML compliance, capital calls, distributions, and investor/distributor portals. The platform serves management companies in France and Europe with white-label customization, native interoperability via REST APIs and the PENELOP standard, and is purpose-built for private markets rather than retrofitted from generic tools.
Is InvestHub a public or private company?
InvestHub is a private company. It is classified as corporate owned and is currently acquired.
When was InvestHub founded?
InvestHub was founded in 2021. It employs 11 to 50 people.
Where is InvestHub based?
InvestHub is headquartered in Neuilly-sur-seine, France, in the Europe region.
How does InvestHub make money?
One revenue line is on record: saaS Platform Subscription.
Who are InvestHub's main competitors?
Emerging players on record are Carta, Ontra and Visible.vc. Direct peers are Passthrough, Altvia, Juniper Square, Allvue Systems and Backstop Solutions. Broad incumbents are eFront (BlackRock) and Dynamo Software.
Does InvestHub have an API?
Yes. InvestHub offers a public API (REST API) for connecting the platform to external tools and systems. The API enables data exchange with CRM, KYC, e-signature, data rooms, reporting, and investor portal modules. InvestHub Connect provides pre-built connectors (20+ ready-to-use connectors) that reduce deployment time by 80%. The platform uses the PENELOP open source format for financial reporting data exchange, ensuring interoperability between platforms. Developer documentation is at www.investhub.cloud/plateforme-digitalisation-private-equity/connect.
What industry is InvestHub in?
InvestHub's product category is Private Equity Operations Software. Its primary akta.pro industry code is FSAEALAB, Private Equity Fundraising Placement. Its NAICS code is 52391 and its SIC code is 7372.