INVESTOR ONBOARDING
Simplify fund subscriptions for your Limited Partners
Delight your LPs with a digital subscription experience. Turn confusing legal documents into intuitive onboarding workflows that help you fundraise faster, at lower cost.
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Eliminate paperwork, automate busywork
Replace paperwork and manual processes with automated workflows, real-time notifications, and stakeholder task assignments that help you guide LPs to a faster close.
Turn investor data into operating leverage
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.
Work more efficiently
with legal counsel
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.
How it Works
1
Turn subscription documents into onboarding workflows
Turn documents and data requests into digital workflows, complete with conditional logic that eliminates unnecessary questions based on user input. Include any document type or data request in a single onboarding workflow, such as KYC/AML information.
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2
Invite LPs to easily subscribe online
Intelligently invite large pools of investors to unique onboarding workflows at scale. Make the process even easier for repeat investors with Flow’s platform-wide Investor Profiles, which automatically pre-populate workflows for returning users.
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3
Track LP progress with real-time engagement analytics
Know exactly who needs your attention - and when - so you can close your fund faster. Easily track each investor’s progress with intuitive dashboard views and automated milestone notifications throughout the entire subscription process.
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4
Collect digital signatures and prompt legal review
Make it easy to sign the dotted line with Flow’s digital signature technology. Then, automatically alert your legal team as soon as each LP signs so they can easily review submissions, manage revisions, and prompt you to countersign when ready.
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5
Leverage LP data across internal and external systems
Maintain accurate, audit-ready data for your operating systems. All investor input is captured as structured data, which can be leveraged across your CRM, investor portal, or third-party systems such as those owned by your fund administrator, tax advisor, or audit firm.
Key Product Features
Customizable
Workflows
Documents and data requests presented as intuitive digital workflows
Investor
Profiles
Investor data saved for use across multiple systems and funds
KYC/AML
Compliance
KYC/AML data requests directly incorporated into your workflows
Tasks &
Notifications
Customizable tasks and notifications to keep stakeholders engaged
Real-Time
Analytics
Real-time data on LP progress throughout the onboarding process
Streamlined
Legal Review
Alerts and dashboards to streamline legal review of fund documents
E-signature & Countersignature
Secure legal document signature technology for investors and GPs
Role-based
Users & Teams
Easy collaboration between internal and third-party team members
245
+
Clients
25
+
Integrated Law Firms, Fund Administrators, and Banks
14,000
+
Limited Partners
Get a Guided Tour
of the Flow Platform
Book time with one of our product experts to learn how Flow can help you deliver a best-in-class LP experience.
