Fund Reporting

Take action on your data
with built-in fund reporting
Flow unlocks fund and investor data with built-in reporting capabilities that make it easier to answer questions, produce reports, and leverage your data across external systems.
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Answer every question
with confidence

Easily navigate all fund and investor data in one place. Answer questions from limited partners and team members quickly and accurately.

Curate your data
for custom reports

Effortlessly produce custom reports to satisfy any scenario. Intuitive filters and adjustable parameters help your report on what matters, and nothing more.

Export your data for
use across systems

All reports available on Flow can be exported as CSV files for use across your other systems. Reports can also be easily printed in PDF format.
Key Reports
Investor
Reports
A list of LPs and their investment details across an organization
Capital Call
Reports
A detailed breakdown of every capital call issued per investor
Contact
Reports
Contact information for the members of every investment account
Document
Reports
Critical details and file history for every document stored on Flow
Fund
Reports
A summary view of an organization’s funds with financial highlights
More to
Come
More reports will be released in the coming months
Trusted by over 250 private investment firms representing 16,000+ limited partners
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Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
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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
Read the Case Study
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Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
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Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
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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
Read the Case Study
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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
Read the Case Study
bright pink quote icon
Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
bright pink quote icon
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
Read the Case Study
bright pink quote icon
Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
bright pink quote icon
Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
bright pink quote icon
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
Read the Case Study
bright pink quote icon
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
Read the Case Study
Explore other solutions
INVESTOR ONBOARDING
Simplify fund subscriptions for your Limited Partners
Delight your LPs with a digital subscription experience. Turn legal documents into workflows that help you fundraise faster, at lower cost.
INVESTOR Portal
A single destination for LPs and service providers
Provide LPs with a consolidated investment experience. Give all stakeholders a single point of access for fund-related information.
CAPITAL CALLS
Automate the capital call process for your private fund
Automatically generate and distribute individualized capital call notices to your Limited Partners directly on Flow.

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.