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.
Keep your LPs 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.
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.
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.
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.
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.
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.
Key Features
Virtual
Data Rooms
Data Rooms
Easily and securely share fundraising materials with any number of potential investors
Digital
Investor Onboarding
Investor Onboarding
Turn subscription documents and KYC/AML data requests into simple digital workflows
LP Investment
Profiles
Profiles
Give your investors an "instant checkout" experience during onboarding
White-Labeled
Investor Portal
Investor Portal
Empower LPs with a branded, self-serve portal to streamline reporting and communications
Automated
Capital Calls
Capital Calls
Auto-generate and distribute individualized capital call notices to your entire LP base at once
K-1 Distributions &
LP Communications
LP Communications
Easily manage K-1 distributions and mass LP communications at any scale
Reporting &
Data Exports
Data Exports
Leverage your data with built-in reporting and CSV exports for use across external systems
Provider
Connections
Connections
Connect service providers to the Flow platform and allow them to manage their own teams
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.