| Date | Description |
|---|
| 2024-04-14 |
delete associated_investor General Atlantic |
| 2024-03-13 |
delete person Ben Mazza |
| 2024-03-13 |
insert associated_investor General Atlantic |
| 2023-09-23 |
delete otherexecutives Hye Kyung "HK" Lee |
| 2023-09-23 |
insert chiefstrategyofficer Hye Kyung "HK" Lee |
| 2023-09-23 |
insert person Chance Tidyman |
| 2023-09-23 |
insert person Phil Mondy |
| 2023-09-23 |
update person_title Hye Kyung "HK" Lee: Chief Solutions Officer; Member of the Leadership Team => Member of the Leadership Team; Chief Strategy Officer |
| 2023-08-21 |
update person_title Paul Farthing: Member of the Leadership Team; IT Operations and Technical Support => Member of the Leadership Team; VP of IT Operations and Technical Support |
| 2023-08-21 |
update person_title Richard Davies: Head of European Operations; Member of the Leadership Team => VP, Head of European Operations; Member of the Leadership Team |
| 2023-07-18 |
insert cfo Spencer Holt |
| 2023-07-18 |
insert cmo Jason Martial |
| 2023-07-18 |
insert coo Wendy Llenas |
| 2023-07-18 |
insert vp Jason Martial |
| 2023-07-18 |
insert person Andrey Volosevich |
| 2023-07-18 |
insert person Jason Martial |
| 2023-07-18 |
insert person Paul Farthing |
| 2023-07-18 |
insert person Richard Davies |
| 2023-07-18 |
insert person Savanah Eichfeld |
| 2023-07-18 |
insert person Spencer Holt |
| 2023-07-18 |
insert person Wendy Llenas |
| 2023-07-18 |
update person_title Chris Ashrafi: Managing Director of Professional Services; Member of the Leadership Team => Chief Client Officer; Member of the Leadership Team |
| 2023-04-22 |
insert index_pages_linkeddomain vimeo.com |
| 2023-03-21 |
insert terms_pages_linkeddomain google.com |
| 2023-03-21 |
update person_title Werner Medrano: VP of Engineering; Member of the Leadership Team => Member of the Leadership Team; Managing Director & Head of Global Operations |
| 2023-01-17 |
insert otherexecutives Hye Kyung "HK" Lee |
| 2023-01-17 |
insert person Hye Kyung "HK" Lee |
| 2022-11-15 |
insert phone +1 888.300.8270 |
| 2022-10-14 |
insert support_emails he..@investorflow.com |
| 2022-10-14 |
delete about_pages_linkeddomain zendesk.com |
| 2022-10-14 |
delete contact_pages_linkeddomain zendesk.com |
| 2022-10-14 |
delete index_pages_linkeddomain zendesk.com |
| 2022-10-14 |
delete person Bruce Pagliuca |
| 2022-10-14 |
delete solution_pages_linkeddomain zendesk.com |
| 2022-10-14 |
delete terms_pages_linkeddomain zendesk.com |
| 2022-10-14 |
insert about_pages_linkeddomain lever.co |
| 2022-10-14 |
insert contact_pages_linkeddomain lever.co |
| 2022-10-14 |
insert email he..@investorflow.com |
| 2022-10-14 |
insert index_pages_linkeddomain lever.co |
| 2022-10-14 |
insert person Chris Ashrafi |
| 2022-10-14 |
insert solution_pages_linkeddomain lever.co |
| 2022-10-14 |
insert terms_pages_linkeddomain lever.co |
| 2022-05-13 |
delete otherexecutives Bruce Pagliuca |
| 2022-05-13 |
delete address 228 Hamilton Avenue
3rd Floor
Palo Alto, CA 94301 |
| 2022-05-13 |
delete alias InvestorFlow LLC |
| 2022-05-13 |
insert address 1422 El Camino Real
Menlo Park, CA 94025 |
| 2022-05-13 |
update person_title Brian Marchand: Chief Product Officer; Founder; Member of the Leadership Team => Chief Product Officer; Co - Founder; Member of the Leadership Team |
| 2022-05-13 |
update person_title Bruce Pagliuca: Chief Revenue Officer; Member of the Leadership Team => Member of the Leadership Team; EVP & GM of Professional Services |
| 2022-05-13 |
update person_title Dana Daly: Head of Client Success; Member of the Leadership Team => EVP of Client Success; Member of the Leadership Team |
| 2022-05-13 |
update person_title Diane Tristani: VP of Product & Client Services; Member of the Leadership Team => VP of Product Management; Member of the Leadership Team |
| 2022-05-13 |
update person_title Minseok Kang: Chief Technology Officer; Founder; Member of the Leadership Team => Co - Founder; Member of the Leadership Team; CTO |
| 2022-05-13 |
update person_title Taylor Heidorn: EVP, Investment Banking Solutions; Member of the Leadership Team => Member of the Leadership Team; Chief of Staff |
| 2022-05-13 |
update primary_contact 228 Hamilton Avenue
3rd Floor
Palo Alto, CA 94301 => 1422 El Camino Real
Menlo Park, CA 94025 |
| 2022-04-12 |
delete coo Ben Mazza |
| 2022-04-12 |
delete cto Werner Medrano |
| 2022-04-12 |
insert cto Minseok Kang |
| 2022-04-12 |
insert founder Brian Marchand |
| 2022-04-12 |
insert founder Minseok Kang |
| 2022-04-12 |
insert otherexecutives Brian Marchand |
| 2022-04-12 |
insert otherexecutives Bruce Pagliuca |
| 2022-04-12 |
insert person Brian Marchand |
| 2022-04-12 |
insert person Bruce Pagliuca |
| 2022-04-12 |
insert person Dana Daly |
| 2022-04-12 |
insert person Minseok Kang |
| 2022-04-12 |
insert person Taylor Heidorn |
| 2022-04-12 |
update person_title Ben Mazza: Chief Operating Officer; Member of the Leadership Team => Member of the Leadership Team; VP of Sales, North America |
| 2022-04-12 |
update person_title Werner Medrano: Chief Technology Officer; Member of the Leadership Team => VP of Engineering; Member of the Leadership Team |