Investor Onboarding Software

Investor onboarding software helps simplify fund subscriptions for private investment firms and their limited partners by eliminating paperwork in favor of digital onboarding workflows. Such software often works by transforming subscription agreements and KYC/AML data requests into workflows that leverage conditional logic, making it easier for LPs to easily complete the onboarding process online and without help.

Flow: Investor Onboarding Software for Private Investment Firms

Flow offers investor onboarding software to streamline the fund subscription process for GPs and LPs alike. Flow's digital subscription technology turns complex legal documents into intuitive digital workflows that LPs can complete from a smartphone. Conditional logic filters out unnecessary questions for each investor, reducing errors and inquiries from LPs. Fundraise faster at lower cost with Flow.