Track Record
Two decades of investment-centric data and business use cases
20+
Years
In the investment data space
60+
Implementations
Delivered across PE, family offices & portcos
100+
Data Sources
Connected & automated
10+
Person Team
Engineers, analysts & designers
Who We Are
We're a family that cares
Founded by Robin, run alongside her daughter Alyssa and son-in-law Joe. This isn't a side project — it's our livelihood and our legacy. You get the partners on the phone, not a sales rep reading a script.
The Team
The people behind your data
Robin
Founder & Partner
Alyssa
Managing Partner
Joe
People & Culture
Aidan
Director of Engineering
Anthony
Technical Advisor
Jules
BI Engineer & Designer
Kirsten
BI & Data Analyst
Wyatt
Engineer
Ben
Associate
Hannah
Executive Assistant
Client Testimonials
Don't take our word for it
"Of course we'd do it again. We continue to find new ways of gaining important insights with the relationship."
— Pete Hayes, CEO & Founder, Chief Outsiders
"We put a relatively small amount of our time into the implementation. Everything was pretty seamless."
— Chris Lee, Managing Partner, Infinity Capital Partners
"I walked into my first board meeting with live KPIs on screen. The CEO turned to me and said, 'How did you pull this off so fast?' That's when I knew infoFluency was the right call."
— Fractional CFO, PE Backed Aerospace Company
"It's just a refresh, just an export, just a pivot table — but all of that took my manual effort every time. It's great to just have a dashboard that does it for me."
— President, PE Backed Manufacturing Company