Investor Onboarding Platform

An investor onboarding platform is a specialized digital solution in private markets investing that streamlines the process of subscribing to a new investment opportunity. It enhances the investor experience and operational efficiency by transforming a paper-based process into a highly automated digital workflow.

Flow offers an investor onboarding platform that helps private investment firms simplify fund subscriptions for their limited partners while streamlining their own operations. LPs enjoy an intuitive digital subscription experience, while investment firms and legal counsel can more easily assist LPs and execute their own responsibilities online. Flow eliminates paperwork, automates busywork, and turns investor data into operating leverage.