LAW FIRMS

Scale Your Legal Services with Investor Onboarding Software
Flow helps fund formation attorneys differentiate and scale their services by transforming proprietary legal documents into digital onboarding workflows that LPs can complete from a smartphone.

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 software, form layout
flow software, investor funds popup screen

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.

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.
An image showing one of Flow's custom online dashboards
An image of the investment management software

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.
Key Features
Digital Onboarding
Workflows
Subscription documents and data requests presented as intuitive digital workflows
Conditional
Workflow Logic
Responsive workflows that automatically filter out irrelevant questions
Custom Workflow
Builder
Transform proprietary legal documents into custom onboarding workflows
Reusable
Workflow Templates
Save sections of workflows as templates that can be edited and repurposed later
Fund-level
Dashboard
Real-time data on LP engagement, errors, and missing information
Document
Revision Tools
Alerts and dashboards to streamline legal review of fund documents
LP Investment
Profiles
Give investors an "instant checkout" experience during onboarding
Reporting &
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
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Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
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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
Read the Case Study
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Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
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Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
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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

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.