Investor
Reports
A list of LPs and their investment details across an organization
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.
Product Capabilities
Unlock your data with robust reporting capabilities
Key Features
High-impact features to power your reporting needs
Investor
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
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.
The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Flow gets the clerical burden out of the way.
Flow helps us deliver a world-class LP experience, every time.
Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
FAQs
Frequently Asked Questions
What's the difference between Flow and a fund administrator?
Flow is a software provider for private funds. We make it easy to manage LP relationships across the full investment lifecycle with integrated data rooms, investor onboarding, and investor portal solutions.
Our software helps reduce operational overhead, improve your LP experience, and streamline collaboration with third-party service providers (such as your fund administrator or legal counsel).
How much does Flow cost?
Flow’s pricing is based on the total assets under management (AUM) of the vehicles on our platform, as well as the number of unique LPs using the platform. Pricing is structured as an annual platform fee tailored to your specific needs and scale.
How is Flow unique?
Flow stands out in several ways. First, we do not bundle software with services. We are strictly a software provider, which allows GPs the freedom to work with any service provider(s) they choose and gives them the ability to change providers at any time without disrupting their tech stack or investor experience.
We also offer a unified experience for LPs across the entire investment lifecycle. With data rooms, investor onboarding, and investor portal solutions all on one platform, we eliminate the need for you and your investors to juggle multiple point-solutions.
Third, Flow excels at capturing and leveraging structured data to streamline and automate fund operations. Our platform's robust data layer includes LP investment profiles and customized workflows that can be repurposed indefinitely, delivering ever greater value as you scale.
Platform
Explore our other solutions
Accelerate your fundraise with virtual data rooms.
Easily share documents and impress potential investors with virtual data rooms purpose-built for private investment funds.
Simplify fund subscriptions for your limited partners.
Easily set up and manage SPVs with Flow's dedicated software and fully-integrated administration services.
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.