Turn SubDocs Into Digital Onboarding Workflows
Delight GPs and LPs alike by replacing confusing legal documents with investor onboarding software that’s so simple it can be used on a smartphone.
Flow turns traditional subscription documents into digital onboarding workflows that use conditional logic to filter out unnecessary questions, making it easier for LPs to complete faster, on their own, and error-free.
Flow turns traditional subscription documents into digital onboarding workflows that use conditional logic to filter out unnecessary questions, making it easier for LPs to complete faster, on their own, and error-free.
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Easily Collect and Maintain Accurate, Structured Data
Turn investor onboarding into operating leverage by capturing LP input as structured data that can be used to streamline future work streams.
Simplify ongoing fund operations by using data captured during onboarding to streamline recurring tasks, such as capital calls, K1 distributions, audits, regulatory filings, LP communications, and more.
Simplify ongoing fund operations by using data captured during onboarding to streamline recurring tasks, such as capital calls, K1 distributions, audits, regulatory filings, LP communications, and more.
Track and Assist LPs With Real-Time Dashboards
Assist GPs in getting accurate, error-free subscription documents from LPs with less hassle and cost.
Flow's Fund-level LP Dashboard gives you an real-time view of each investor’s responses, so you can easily pinpoint missing or incorrect information. Streamline revisions with targeted requests that allow LPs to update specific details without impacting the rest of the document.
Flow's Fund-level LP Dashboard gives you an real-time view of each investor’s responses, so you can easily pinpoint missing or incorrect information. Streamline revisions with targeted requests that allow LPs to update specific details without impacting the rest of the document.
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Offer LPs a White-Labeled Portal Post-Onboarding
Empower your LPs with a dedicated self-serve portal that allows them to independently access essential documents, fund data, and important updates.
Give every GP client their own white-labeled portal instance, allowing them full control over their brand while reducing LP inquiries. Plus, the LP onboarding and portal experiences are fully integrated, meaning investors need only login to a single, user-friendly platform throughout their entire investment journey.
Give every GP client their own white-labeled portal instance, allowing them full control over their brand while reducing LP inquiries. Plus, the LP onboarding and portal experiences are fully integrated, meaning investors need only login to a single, user-friendly platform throughout their entire investment journey.
Key Features
Digital Onboarding
Workflows
Workflows
Subscription documents and data requests presented as intuitive digital workflows
Conditional
Workflow Logic
Workflow Logic
Responsive workflows that automatically filter out irrelevant questions
Custom Workflow
Builder
Builder
Transform proprietary legal documents into custom onboarding workflows
Reusable
Workflow Templates
Workflow Templates
Save sections of workflows as templates that can be edited and repurposed later
Fund-level
Dashboard
Dashboard
Real-time data on LP engagement, errors, and missing information
Document
Revision Tools
Revision Tools
Alerts and dashboards to streamline legal review of fund documents
LP Investment
Profiles
Profiles
Give investors an "instant checkout" experience during onboarding
Reporting &
Data Exports
Data Exports
Built-in reporting capabilities and simple data exports for use across other systems
Trusted by over 250 private investment firms representing 16,000+ limited partners
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.