Give LPs A Simple, Digital Investment Experience
LP expectations are growing. Turn your investment experience into a competitive advantage with a single, user-friendly platform designed to support the full investment lifecycle.
Give LPs a single destination from fundraise to distribution with Flow's integrated Data Room, Investor Onboarding, and Investor Portal solutions.
Give LPs a single destination from fundraise to distribution with Flow's integrated Data Room, Investor Onboarding, and Investor Portal solutions.
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Centralize Your Team
and Automate Workflows
Inefficient fund operations ultimately hurts IRR. Centralize your team onto a single platform and streamline fund operations using structured data and dedicated workflow solutions.
Manage access permissions for your team and service providers across your full fund portfolio. Use Flow's admin-friendly feature - such as capital calls, K1 distributions, or fund reporting - to automate recurring tasks.
Manage access permissions for your team and service providers across your full fund portfolio. Use Flow's admin-friendly feature - such as capital calls, K1 distributions, or fund reporting - to automate recurring tasks.
Protect Your LP Experience and Control Your Tech Stack
Flow guarantees a consistent LP experience across all investments. Easily integrate new vehicles, transition between service providers, or manage multiple providers simultaneously—without ever disrupting your LPs.
Flow's white-labeled LP portal and seamless service provider connections allow GPs to collaborate with third-party providers while maintaining control over their data and LP-facing technology.
Flow's white-labeled LP portal and seamless service provider connections allow GPs to collaborate with third-party providers while maintaining control over their data and LP-facing technology.
Give Subscribers An “Instant Checkout” Experience
Most LPs are not one-time investors; stop asking them for the same information every time they subscribe to a fund.
Investment Profiles on Flow store investor information as structured data that can be used to auto-populate subscription documents and cut onboarding time down to less than 4 minutes.
Investment Profiles on Flow store investor information as structured data that can be used to auto-populate subscription documents and cut onboarding time down to less than 4 minutes.
Key Features
Virtual
Data Rooms
Data Rooms
Easily and securely share fundraising materials with any number of potential investors
Digital
Investor Onboarding
Investor Onboarding
Turn subscription documents and KYC/AML data requests into simple digital workflows
LP Investment
Profiles
Profiles
Give your investors an "instant checkout" experience during onboarding
White-Labeled
Investor Portal
Investor Portal
Empower LPs with a branded, self-serve portal to streamline reporting and communications
Automated
Capital Calls
Capital Calls
Auto-generate and distribute individualized capital call notices to your entire LP base at once
K-1 Distributions &
LP Communications
LP Communications
Easily manage K-1 distributions and mass LP communications at any scale
Reporting &
Data Exports
Data Exports
Leverage your data with built-in reporting and CSV exports for use across external systems
Provider
Connections
Connections
Connect service providers to the Flow platform and allow them to manage their own teams
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.