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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Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
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Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
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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
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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
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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.

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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.

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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

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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.