Data Room

Virtual data rooms
for private funds
Easily share documents and impress potential investors with virtual data rooms built for venture capital, private equity, real estate, and other private investment funds.
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See it in Action
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Securely share
sensitive materials

Easily upload all fund-related documentation in one place. Grant access to any number of users with a single link.

Create data rooms for every use case

Set up unique data rooms for every need, such as prospecting or due diligence. Segment your documents and users according to use case.

Monitor engagement
and capture NDAs

Easily track user engagement so you know where to focus your attention. Optionally gate data room documents behind one-click NDAs.

Seamlessly convert prospects into investors

Minimize friction by allowing users to indicate interest and commitment amounts. Invite interested parties to onboard directly on Flow.
Key Features
Data Room
Management
Multiple data rooms with configurable settings for various use cases
Document
Sharing
Ability for prospects to access and download fund-related documents
Secure
Permissioning
Simple, room-based user permissioning to enable secure document sharing
Downloadable
Documents
Ability for prospective investors to download data room documents
One-click
NDAs
Option to gate materials behind one-click non-disclosure agreements
Indication
of Interest
Prospects can easily indicate interest and commitment amounts
Bulk
Invitations
Individual and group invites, deployed via email with a custom note
Magic
Invitation Links
Secure, password-free invitation links that  expire within a week
Trusted by over 250 private investment firms representing 16,000+ limited partners
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Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
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The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Adam Choe
Managing Partner, Tundra Ventures
Read the Case Study
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Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
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Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
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Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Ben Mahdavi
Founding Partner, Quiet Capital
Read the Case Study
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Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
David Fisher
Co-founder, 9Yards Capital
Read the Case Study
bright pink quote icon
Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
bright pink quote icon
The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Adam Choe
Managing Partner, Tundra Ventures
Read the Case Study
bright pink quote icon
Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
bright pink quote icon
Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
bright pink quote icon
Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Ben Mahdavi
Founding Partner, Quiet Capital
Read the Case Study
bright pink quote icon
Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
David Fisher
Co-founder, 9Yards Capital
Read the Case Study
Explore other solutions
INVESTOR ONBOARDING
Simplify fund subscriptions for your Limited Partners
Delight your LPs with a digital subscription experience. Turn legal documents into workflows that help you fundraise faster, at lower cost.
INVESTOR Portal
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.
CAPITAL CALLS
Automate the capital call process for your private fund
Automatically generate and distribute individualized capital call notices to your Limited Partners directly on Flow.

Get a Guided Tour
of the Flow Platform

Book time with a product expert to learn how Flow can help you deliver a best-in-class LP experience through its integrated Data Room, Investor Onboarding, and Investor Portal solutions.