Fund Administrators

Investor onboarding software for fund administrators

Flow helps fund administrators simplify and digitize the subscription process. Our platform makes onboarding easier for LPs while capturing critical investor data in a structured format to streamline future work streams.

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Product Capabilities

Streamline the limited partner onboarding process

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.

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.

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.

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.

An image of the investment management software
flow software, another view of investor funds screen
An image showing a sign up of whitelabeling software
Key Features

High-impact features to power your LP onboarding experience

Digital
Workflows

Subscription documents and data requests presented as intuitive digital workflows.

Conditional
Workflow Logic

Responsive workflows that automatically filter out irrelevant questions.

Custom Workflow
Builder

Transform proprietary legal documents into custom onboarding workflows.

Reusable
Workflow Templates

Save sections of workflows as templates that can be edited and repurposed later.

Fund-level
Dashboard

Real-time data on LP engagement, errors, and missing information.

Document
Revision Tools

Alerts and dashboards to streamline legal review of fund documents.

LP Investment
Profiles

Give investors an "instant checkout" experience during onboarding.

Reporting
& Data Exports

Built-in reporting capabilities and simple data exports for use across other systems.

Flow is trusted by forward-thinking leaders in the private markets

20,000+
Limited Partners
400+
Investment Firms
80+
Commercial Partners
Client Testimonials

Flow provides operational leverage to the finance function.

Ryan Randall
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.

Adam Choe
Managing Partner, Tundra Ventures

Flow gets the clerical burden out of the way.

Matt McGraw
Founding Partner, Anthropocene Ventures

Flow helps us deliver a world-class LP experience, every time.

Gil Ben-Artzy
Founding Partner, UpWest Ventures

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

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

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