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.

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, and comprehensive LP portfolio reports.

Eliminate busywork through automation

Flow can automate many of the most time-consuming back-office tasks, such as issuing capital calls, distributing K1s forms, or requesting signatures from LPs.

Centralize your fund operations

Connect all fund 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 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
Trusted by over 250 private investment firms representing 16,000+ limited partners
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Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
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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
Read the Case Study
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Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
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Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
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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
Read the Case Study
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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
Read the Case Study
bright pink quote icon
Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
bright pink quote icon
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
Read the Case Study
bright pink quote icon
Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
bright pink quote icon
Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
bright pink quote icon
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
Read the Case Study
bright pink quote icon
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
Read the Case Study

Get a Guided Tour
of the Flow Platform

Book time with a product expert to learn how Flow can help you deliver a best-in-class LP experience through its integrated Data Room, Investor Onboarding, and Investor Portal solutions.