Replace paperwork and manual processes with automated workflows, real-time notifications, and stakeholder task assignments that help you guide LPs to a faster close.
Capture investor information as structured data for use across all systems. Flow saves this data to platform-wide Investor Profiles and pre-populates workflows for returning users.
Alert your legal team to review documents as soon as they’re complete. Flow makes it easy to spot errors and request LP revisions, or approve documents for countersignature.
Book time with one of our product experts to learn how Flow can help you deliver a best-in-class LP experience.