Answer every question
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.
A list of LPs and their investment details across an organization
A detailed breakdown of every capital call issued per investor
Contact information for the members of every investment account
Critical details and file history for every document stored on Flow
A summary view of an organization’s funds with financial highlights
More reports will be released in the coming months
Trusted by over 250 private investment firms representing 16,000+ limited partners
Explore other solutions
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.
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.
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.