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.
Multiple rounds of automated capital calls throughout the fund lifecycle
A simple, self-serve interface for LPs to access NAV and distribution figures
Aggregate report on all of an LP’s investments with a given firm in a shareable format
Data and signature requests presented to LPs as intuitive digital workflows
Real-time data on LP engagement with documents and workflows
Permission-based access for LPs and vendors to view or download fund documents
Messaging, tasks, and customizable notification to keep stakeholders engaged
Users & Teams
Users & Teams
Easy collaboration between internal and third-party team members
Trusted by over 250 private investment firms representing 16,000+ limited partners
Explore other solutions
Accelerate your fundraise and impress future LPs
Easily share documents and impress potential investors with virtual data rooms purpose-built for private investment funds.
Simplify fund subscriptions for your Limited Partners
Delight your LPs with a digital subscription experience. Turn legal documents into workflows that help you fundraise faster, at lower cost.
Automate the capital call process for your private fund
Automatically generate and distribute individualized capital call notices to your Limited Partners directly on Flow.
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.