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.
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.
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Flow offers a fully white-labeled LP portal that allows investors to access all historical documents across all of your funds, in one convenient location.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.
Flow offers a fully white-labeled LP portal that allows investors to access all historical documents across all of your funds, in one convenient location.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 & Assignment
Upload and auto-assign any number of individual K-1 documents at once.
Document
Staging & Review
Staging & Review
Optionally stage, preview, and approve documents before deploying to LPs.
LP Email
Notifications
Notifications
Deliver personalized email notifications directing LPs to view and download their K-1s.
White-Labeled
LP Portal
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
Explore other solutions
DATA ROOM
Accelerate your fundraise and impress future LPs
Easily share documents and impress potential investors with virtual data rooms purpose-built for private investment funds.
INVESTOR ONBOARDING
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.
INVESTOR Portal
A single destination for LPs and service providers
Provide LPs with a consolidated investment experience. Give all stakeholders a single point of access for fund-related information.
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.