PE Portal

Software for private equity funds

Flow provides software that enables private equity funds to deliver the sophisticated and reliable investment experience that LPs have come to expect. Our platform supports all phases of the PE fund lifecycle, integrating tools for investor relations, LP onboarding, and fund operations into one intuitive experience.

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Product Capabilities

Elevate your LP experience

Keep your limited partners
in-the-know

Flow equips private equity funds with a powerful, centralized portal that enhances communication with LPs. This single platform enables you to update LPs, send messages, and distribute essential documents—from K1s to fund updates—effortlessly.

By centralizing relationship management, Flow alleviates potential frustration and confusion among LPs, making it easier to manage communications effectively, whether you're dealing with a few investors or dozens.

Securely access and
leverage your data

Flow gives you access to all investor and investment data accrued during your engagement with LPs. This rich data reservoir empowers your decision-making with reporting, data exports, and actionable insights.

Utilize this data to streamline critical workflows, like auto-generating capital call notices or eliminating input errors on subscription documents. These data-dependent capabilities help optimize your operations while strengthening your LP relationships.

Strengthen and extend your brand identity

With Flow's white-labeling capabilities, seamlessly extend your brand identity across every touchpoint in the private equity fund lifecycle.

You can customize our platform with your own unique logo and brand colors, ensuring a more consistent and professional investment experience for LPs while enhancing brand recognition and trust.

Transform legal documents into digital workflows

Flow has successfully created digital onboarding workflows for countless PE industry veterans, spanning a variety of unique circumstances and strategies.
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We collaborate with your chosen law firm(s) to ensure all documents are correctly translated into digital workflows, help LPs navigate the onboarding process, and guarantee each subscription packet is reviewed and approved before countersignature. This partnership-oriented approach helps ensure compliance and efficiency throughout the onboarding process.

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Key Features

High-impact features to power your fund operations

Virtual
Data Rooms

Easily and securely share fundraising materials with any number of potential investors.

Digital Investor Onboarding

Turn subscription documents and KYC/AML data requests into simple digital workflows.

LP Investment
Profiles

Give your investors an "instant checkout" experience during onboarding.

White-Labeled
Investor Portal

Empower LPs with a branded, self-serve portal to streamline reporting and communications.

Automated
Capital Calls

Auto-generate and distribute individualized capital call notices to your entire LP base at once,

K-1 Distributions & LP Communications

Easily manage K-1 distributions and mass LP communications at any scale.

Reporting &
Data Exports

Leverage your data with built-in reporting and CSV exports for use across external systems.

Provider
Connections

Connect service providers to the Flow platform and allow them to manage their own teams.

Flow is trusted by forward-thinking leaders in the private markets

20,000+
Limited Partners
400+
Investment Firms
80+
Commercial Partners
Client Testimonials

Flow provides operational leverage to the finance function.

Ryan Randall
CFO, CCO, and Partner, Section Partners

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

Flow gets the clerical burden out of the way.

Matt McGraw
Founding Partner, Anthropocene Ventures

Flow helps us deliver a world-class LP experience, every time.

Gil Ben-Artzy
Founding Partner, UpWest Ventures

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

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

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of the Flow platform