Fund Managers

Software for fund managers

Flow helps fund managers improve their LP experience and streamline fund operations with technology designed to support the full investment lifecycle, including Data Rooms, Investor Onboarding, and Investor Portal solutions.

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Product Capabilities

Elevate your LP experience

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.

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.

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.

Give LPs an “instant checkout” subscription workflow

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.

flow software, investor funds popup screen
An image showing a form and dashboard
An image of the investment management software
Key Features

High-impact features to power your fund operations

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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