Resources

Apex Group, a global leader in fund administration and financial services, and Flow, the premier software provider for private funds, recently announced their newly expanded strategic partnership.

Our latest release—Investor Data Review—enables fund managers and service providers to effortlessly review and export investor data for use across external systems.

We built Data Room Download Permissions to help fund managers securely share their investment thesis during the fundraising process.

Our adherence to GDPR regulations reaffirms our dedication to the highest global standards of data security and privacy, validating that our customers’ data is handled with uncompromising integrity.

Our latest releases - LP Communication Preferences and View-only Permissioning - are designed to empower LPs with greater flexibility and control over how their investment teams operate on Flow.

Understanding fee arrangements, managing expenses effectively, and optimizing fee structures are essential for maximizing investor returns and maintaining investor satisfaction.

Learn why effective utilization of technology and service providers is crucial for enhancing operational efficiency, optimizing performance, and delivering a best-in-class LP experience. 

This article contains guidance on how to effective manage long-term LP relationships in order to foster trust, loyalty, and continued investment support over time.

Effective governance and decision-making processes are essential for the successful operation of a private investment fund. This article explores effective approaches to both.

Effective communication and transparent reporting are essential components of a successful partnership between GPs and LPs. This section explores practical strategies for both.

Once your LPs have committed capital to your fund, it's time to start deploying that capital strategically. This involves managing capital calls effectively and deploying the funds into investments.

Discover actionable insights and best practices for navigating the complexities of fund management and investor relationships in Flow's post-onboarding guide.

Flow categorically refrains from any practices involving the sale or dissemination of contact or investment data on our platform. We dig deeper into Flow’s relationship with client data here.

With White-Labeling from Flow, private investment firms can now create custom-branded portals for their limited partners, ensuring a consistent brand experience across every investor touchpoint.

Learn more about the Schedule K-1 and how to interpret each section of this critical document as a limited partner.

The Flow Product team is excited to announce some game-changing product updates due to launch in Q4, plus a quick recap of our Q3 releases.

Provider Connections is a secure, centrally-managed access type for third-parties service providers. Ensure appropriate access permissions while safeguarding your sensitive data.

Learn how our latest product update makes it easier than ever to reconcile capital call transactions in Flow and notify limited partners that their contributions have been received.

Flow and Apex Group today announced a strategic partnership to deliver an exceptional combination of software and services to venture capital investors.

Learn how virtual data rooms accelerate the fundraising process by making it easy to share sensitive materials and impress potential investors - without sacrificing security and compliance standards.

Unlock fund and investor data with built-in reporting capabilities that make it easier to answer questions, produce reports, and leverage your data across external systems.

Gone are the days of manually creating and emailing capital call documents to your Limited Partners individually. You can now generate capital call notices and send them to your LPs directly on Flow.

Jim Marshall, Head of Emerging Manager Practice at Silicon Valley Bank, joined Flow to discuss the nature of the relationship between GPs and their banking partners.

Flow's enhanced Capital Call functionality reduces administrative burden and improves the LP experience by automating the upload, assignment, and distribution of capital call documents.

Scott Kitchens of Cole-Frieman & Mallon and Nick Pasco of HC Global Fund Services joined Flow to discuss legal and administrative considerations that GPs most commonly overlook.

David Fisher, General Partner at 9Yards Capital, joined Flow for the first in a series of roundtable discussions aimed at helping new fund managers launch and scale private market funds.

Flow's all-new Investor Dashboard provides a centralized location for limited partners (LPs) to view all of the financial highlights and open tasks related to their investments on Flow.

Flow's new Fund Financials update makes it easy for fund managers to keep investors informed on fund performance with key data points, such as present net asset value (NAV) and distributions-to-date.

As the tax season is drawing to a close, many tax professionals are looking forward to putting a particularly trying tax season behind them.

Today, we are thrilled to announce the close of our Series A and welcome a number of outstanding new partners on this journey. The $20M round was led by SVB Financial Group...

The SPV process can be confusing and opaque, and the consequences of getting it wrong may be expensive. Here's how to get it right.

Here's quick guide to help you better understand who you can - or can't - raise money from for your next SPV.

Learn everything about Special Purpose Vehicles (SPVs): their purpose, structure, and benefits for private market investments.