Document
Generation
Dynamically generate individualized capital call documents for each LP
Capital Calls
Automate capital calls for your private fund
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.
Product Capabilities
Auto-generate and distribute capital call notices to your LPs
Key Features
High-impact features to power your next capital call
Document
Custom
Economics
Specify management fees, expenses, and commitment amounts in every call
Limited Partner
Dashboard
A dashboard view of all capital calls associated with your fund for each LP
Email
Notifications
Personalized email alerts to your LPs every time you issue a new call
Client Testimonials
Flow provides operational leverage to the finance function.
The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Flow helps us deliver a world-class LP experience, every time.
Flow gets the clerical burden out of the way.
Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
FAQs
Frequently Asked Questions
What's the difference between Flow and a fund administrator?
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).
How much does Flow cost?
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.
How is Flow unique?
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.
Platform
Explore our other solutions
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A single destination for LPs and service providers.
Provide LPs with a consolidated investment experience. Give all stakeholders a single point of access for fund-related information.