INVESTOR PORTAL
A single destination for LPs and service providers
Provide your LPs with a consolidated investment experience. Give all stakeholders a single point of access for fund-related reporting, documentation, and communication.
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Empower your LPs with self-serve reporting
Reduce ad-hoc LP requests by providing on- demand access to fund documents and investor reports, such NAV and distribution values or aggregate LP portfolio reports.
Eliminate busywork through automation
Leverage Flow’s dedicated feature set and custom workflow builder to automate manual and time-consuming back-office tasks, such as issuing capital calls or distributing K1s.
Centralize your fund operations
Connect all stakeholders on one platform to more easily communicate and share sensitive materials. Consolidate all of the information your vendors need to do their jobs.
Key Product Features
Capital Call
Management
Multiple rounds of automated capital calls throughout the fund lifecycle
Fund Financial
Reports
A simple, self-serve interface for LPs to access NAV and distribution figures
LP Portfolio
Reports
Aggregate report on all of an LP’s investments with a given firm in a shareable format
Custom
Workflows
Data and signature requests presented to LPs as intuitive digital workflows
Investor
Activity Tracking
Real-time data on LP engagement with documents and workflows
Document
Sharing
Permission-based access for LPs and vendors to view or download fund documents
Messaging, Tasks
& Notifications
Messaging, tasks, and customizable notification to keep stakeholders engaged
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.
