Turn Any Proprietary Document Into A Reusable, Digital Workflow
Reduce time spent drafting new subscription agreements, LPAs, side letters, and other legal documents without relying on templates or boilerplates.
Flow's Custom Workflow Builder transforms your exact documents into intuitive digital workflows that can be saved and repurposed later with ease.
Flow's Custom Workflow Builder transforms your exact documents into intuitive digital workflows that can be saved and repurposed later with ease.
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Easily Track, Review, and Approve Documents for Countersignature
Deliver accurate, error-free documents to GPs for countersignature with less hassle and cost.
Flow's Fund-level LP Dashboard gives you an real-time view of each investor’s responses, so you can easily pinpoint missing or incorrect information. Streamline revisions with targeted requests that allow LPs to update specific details without impacting the rest of the document.
Flow's Fund-level LP Dashboard gives you an real-time view of each investor’s responses, so you can easily pinpoint missing or incorrect information. Streamline revisions with targeted requests that allow LPs to update specific details without impacting the rest of the document.
Offer LPs a Best-In-Class, Digital Onboarding Experience
Delight GPs and LPs alike by replacing confusing legal documents with investor onboarding software that’s so simple it can be used on a smartphone.
Flow turns traditional subscription documents into digital onboarding workflows that use conditional logic to filter out unnecessary questions, making it easier for LPs to complete faster, on their own, and error-free.
Flow turns traditional subscription documents into digital onboarding workflows that use conditional logic to filter out unnecessary questions, making it easier for LPs to complete faster, on their own, and error-free.
Deliver An “Instant Checkout” Experience for Investors
Most LPs are not one-time investors; stop asking them for the same information every time they subscribe to a fund.
Investment Profiles on Flow save investor information as structured data that can be used to auto-populate subscription documents and cut onboarding time down to less than 4 minutes.
Investment Profiles on Flow save investor information as structured data that can be used to auto-populate subscription documents and cut onboarding time down to less than 4 minutes.
Key Features
Digital Onboarding
Workflows
Workflows
Subscription documents and data requests presented as intuitive digital workflows
Conditional
Workflow Logic
Workflow Logic
Responsive workflows that automatically filter out irrelevant questions
Custom Workflow
Builder
Builder
Transform proprietary legal documents into custom onboarding workflows
Reusable
Workflow Templates
Workflow Templates
Save sections of workflows as templates that can be edited and repurposed later
Fund-level
Dashboard
Dashboard
Real-time data on LP engagement, errors, and missing information
Document
Revision Tools
Revision Tools
Alerts and dashboards to streamline legal review of fund documents
LP Investment
Profiles
Profiles
Give investors an "instant checkout" experience during onboarding
Reporting &
Data Exports
Data Exports
Built-in reporting capabilities and simple data exports for use across other systems
Trusted by over 250 private investment firms representing 16,000+ limited partners
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.