LP Onboarding

LP onboarding is the process a Limited Partner undergoes while subscribing to a private investment fund. The onboarding process involves usually involves completing a subscription agreement, submitting KYC/AML compliance information, answering investor qualification questions, among other similar documents and data requests.

Streamline Your LP Onboarding Process with Flow

Flow offers fund subscription software built to simplify LP onboarding. Turn confusing legal documents into intuitive onboarding workflows that help you fundraise faster, at lower cost. With Flow, you can eliminate paperwork, automate busywork, and turn investor data into operating leverage.

Get a guided tour of the Flow platform.