Reduce friction for LPs with data collection workflows
Eliminate email back-and-forth and simplify the KYC/AML data collection process for your investors. Flow’s simple digital workflows make it easy for LPs to submit the necessary data and documentation.
Maintain compliance with
a comprehensive solution
Use the documents and data collected from investors to perform AI-powered identity checks and extensive KYC, AML, PEP, and sanctions screenings. Configure your own security thresholds with ease.
Integrate KYC/AML into
the subscription process
While not necessary, it’s possible to embed KYC/AML data collection workflows directly into your standard fund subscription process. This integrated approach creates a single, seamless onboarding experience for your LPs.
Ensure all ID documentation is authentic with AI-powered verification technology
Maintain total compliance with KYC, AML, PEP, and sanctions screenings
Easily configure custom security thresholds, based on your exact needs
Add KYC/AML data collection directly into your investor onboarding process
Trusted by over 250 private investment firms representing 16,000+ limited partners
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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.
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.