Document
Generation
Dynamically generate individualized capital call documents for each LP
Automatically generate and distribute individualized capital call notices to your Limited Partners directly on Flow, along with actionable email alerts and aggregate dashboard views of every call issued for your fund.
Dynamically generate individualized capital call documents for each LP
Specify management fees, expenses, and commitment amounts in every call
A dashboard view of all capital calls associated with your fund for each LP
Personalized email alerts to your LPs every time you issue a new call
Flow is a software provider for private funds. We make it easy to manage LP relationships across the full investment lifecycle with integrated data rooms, investor onboarding, and investor portal solutions.
Our software helps reduce operational overhead, improve your LP experience, and streamline collaboration with third-party service providers (such as your fund administrator or legal counsel).
Flow’s pricing is based on the total assets under management (AUM) of the vehicles on our platform, as well as the number of unique LPs using the platform. Pricing is structured as an annual platform fee tailored to your specific needs and scale.
Flow stands out in several ways. First, we do not bundle software with services. We are strictly a software provider, which allows GPs the freedom to work with any service provider(s) they choose and gives them the ability to change providers at any time without disrupting their tech stack or investor experience.
We also offer a unified experience for LPs across the entire investment lifecycle. With data rooms, investor onboarding, and investor portal solutions all on one platform, we eliminate the need for you and your investors to juggle multiple point-solutions.
Third, Flow excels at capturing and leveraging structured data to streamline and automate fund operations. Our platform's robust data layer includes LP investment profiles and customized workflows that can be repurposed indefinitely, delivering ever greater value as you scale.
Easily share documents and impress potential investors with virtual data rooms purpose-built for private investment funds.
Easily set up and manage SPVs with Flow's dedicated software and fully-integrated administration services.
Provide LPs with a consolidated investment experience. Give all stakeholders a single point of access for fund-related information.