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.

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 as soon as documents are submitted by LPs. Flow makes it easy for legal counsel to spot errors, manage revisions, and approve countersignatures - all in the platform.

Product Capabilities

Delight your LPs with a digital subscription experience

Key Features

High-impact features to power your next close

Custom
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

Messaging, Tasks
& Notifications

Messaging, tasks, and customizable notification 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

Client Testimonials

Flow provides operational leverage to the finance function.

Ryan Randall
CFO, CCO, and Partner, Section Partners

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

Flow gets the clerical burden out of the way.

Matt McGraw
Founding Partner, Anthropocene Ventures

Flow helps us deliver a world-class LP experience, every time.

Gil Ben-Artzy
Founding Partner, UpWest Ventures

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

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
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.

A single destination for LPs and service providers.

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Streamline SPVs with software and admin services.

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Get a guided tour of the Flow platform