Digital
Workflows
Documents and data requests presented as intuitive digital workflows.
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.
Product Capabilities
Give LPs an "instant-checkout" subscription experience
Key Features
High-impact features to power your LP experience
Digital
Structured
Data Captures
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.
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 helps us deliver a world-class LP experience, every time.
Flow gets the clerical burden out of the way.
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.