Capital Call
Management
Multiple rounds of automated capital calls throughout the fund lifecycle
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.
Product Capabilities
Easily manage LP relationships
at scale
Key Features
High-impact features to power your fund operations
Capital Call
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
LP 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
Client Testimonials
Flow provides operational leverage to the finance function.
The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Flow gets the clerical burden out of the way.
Flow helps us deliver a world-class LP experience, every time.
Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
FAQs
Frequently Asked Questions
What's the difference between Flow and a fund administrator?
Flow is a software provider for private funds. We make it easy to manage LP relationships across the full investment lifecycle with integrated data rooms, investor onboarding, and investor portal solutions.
Our software helps reduce operational overhead, improve your LP experience, and streamline collaboration with third-party service providers (such as your fund administrator or legal counsel).
How much does Flow cost?
Flow’s pricing is based on the total assets under management (AUM) of the vehicles on our platform, as well as the number of unique LPs using the platform. Pricing is structured as an annual platform fee tailored to your specific needs and scale.
How is Flow unique?
Flow stands out in several ways. First, we do not bundle software with services. We are strictly a software provider, which allows GPs the freedom to work with any service provider(s) they choose and gives them the ability to change providers at any time without disrupting their tech stack or investor experience.
We also offer a unified experience for LPs across the entire investment lifecycle. With data rooms, investor onboarding, and investor portal solutions all on one platform, we eliminate the need for you and your investors to juggle multiple point-solutions.
Third, Flow excels at capturing and leveraging structured data to streamline and automate fund operations. Our platform's robust data layer includes LP investment profiles and customized workflows that can be repurposed indefinitely, delivering ever greater value as you scale.
Platform
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Streamline SPVs with software and admin services.
Easily set up and manage SPVs with Flow's dedicated software and fully-integrated administration services.