SPVs for Wealth Managers and RIAs
Simplify SPV creation and management with an all-in-one solution built for wealth managers and registered investment advisors (RIAs).
Flow streamlines the entire SPV investment process, from legal formation to investor onboarding and full-service administration, so you can focus on growing your business.
Flow streamlines the entire SPV investment process, from legal formation to investor onboarding and full-service administration, so you can focus on growing your business.
- Flow provides all necessary legal documents, including LPAs, operating agreements, and subscription agreements. You can also use your own custom documents, if you prefer.
- We'll build a user-friendly digital onboarding workflow based on your chosen documents, allowing your limited partners to complete the subscription process in 20 minutes or less.
- Once subscribed, your limited partners will have access to a secure, white-labeled portal with your branding, where they can view documents, track investments, and receive updates all in one place.
- Flow offers end-to-end SPV fund administration services, from entity setup to annual reporting and tax filings. Or, if you prefer, you can work with your own third-party fund administrator on the Flow platform.
- Our platform is designed for scale; with Flow, you can manage any number of SPVs without additional operational complexity, giving you room to grow confidently.
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Accelerate your fundraise with virtual data rooms
Securely share sensitive information with prospective investors, capture one-click NDAs, and track all document activity.
Simplify investor onboarding with digital workflows
Turn confusing legal documents into intuitive onboarding workflows that help you fundraise faster, at lower cost.
Streamline fund operations
with an investor portal
with an investor portal
Provide all stakeholders with a single point of access for fund-related reporting, documentation, and communications.
Flow provides operational leverage to the finance function.
CFO, CCO, and Partner, Section Partners
The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Managing Partner, Tundra Ventures
Flow helps us deliver a world-class LP experience, every time.
Founding Partner, UpWest Ventures
Flow gets the clerical burden out of the way.
Founding Partner, Anthropocene Ventures
Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Founding Partner, Quiet Capital
Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
Co-founder, 9Yards Capital
Flow provides operational leverage to the finance function.
CFO, CCO, and Partner, Section Partners
The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Managing Partner, Tundra Ventures
Flow helps us deliver a world-class LP experience, every time.
Founding Partner, UpWest Ventures
Flow gets the clerical burden out of the way.
Founding Partner, Anthropocene Ventures
Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Founding Partner, Quiet Capital
Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
Co-founder, 9Yards Capital