K-1 Distributions

Simplify Tax Reporting With
Digital K-1 Distributions
Make tax season easier for your team and your LPs. Batch upload your Schedule K-1 documents, automatically map them to each investor, then alert your LPs to view and download their documents directly on the Flow portal.

Upload and assign Schedule K-1 documents all at once

Tax season is trying enough without having to email K-1s to each of your LPs, one by one.

With Flow, you can upload everything to the platform at once, then auto-assign each document to the appropriate investor. Plus, you have the flexibility to manually assign or reassign them as necessary.

Stage documents for review, then notify LPs when ready

You can also leverage Flow to facilitate an internal review process for an added layer of certainty.

Stage and preview documents before sending them to LPs. Then, once ready, approve the documents and notify your LPs that their K-1s are ready for review.

Delight LPs with a self-serve, branded portal experience

Make it easy for LPs to view and download their K-1s any time they need to.

Flow offers a fully white-labeled LP portal that allows investors to access all historical documents across all of your funds, in one convenient location. Powerful search and filter capabilities help users to quickly and easily find what they need.
Key Features
Batch Document
Upload & Assignment
Upload and auto-assign any number of individual K-1 documents at once.
Document
Staging & Review
Optionally stage, preview, and approve documents before deploying to LPs.
‍LP Email
Notifications
Deliver personalized email notifications directing LPs to view and download their K-1s.
White-Labeled
LP Portal
Delight your LPs with a branded, self-serve portal experience for accessing their K-1s.
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
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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
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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
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 gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene 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
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

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