Investment Profiles

Auto-Fill Fund Subscriptions
for Limited Partners
Accelerate the onboarding process for your limited partners. Investment Profiles allow LPs to enjoy an “auto-fill” subscription experience when investing in any fund on the Flow platform.
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Capture investment details as structured data

Limited Partners can say goodbye to repetitive data entry when investing into new funds. When LPs subscribe to a fund on Flow, their input is captured as structured data and automatically saved to their Investment Profile for future use.
An image of the investment management software
An image of the investment management software

Accelerate the subscription process for limited partners

Once a profile has been created, LPs can breeze through future fund subscriptions by auto-populating their saved answers. Fund managers can also pre-fill profiles on behalf of new LPs, which provides a similar “auto-fill” experience for first-time investors.

Manage multiple entities from a single account

Investment Profiles make it easier for LPs to invest through multiple different entities and entity types. Investors can create and manage an unlimited number of entities from a single account, and uniquely tailor their suitability questions for each.
An image of the investment management software
Key Features
Digital
Workflows
Documents and data requests presented as intuitive digital workflows
Structured
Data Capture
Investment details are saved as structured data for future investments
Auto-Fill
Functionality
Subscription documents are auto-populated with an investor's saved answers
Entity
Management
Multiple entities and entity types managed from a single account
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 gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene 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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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 gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene 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
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
DATA ROOM
Accelerate your fundraise and impress future LPs
Easily share documents and impress potential investors with virtual data rooms purpose-built for private investment funds.
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.

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.