Introducing: Investor Data Review
Modern, digitally-native fund operations rely on well-organized datasets. Yet too often, crucial information remains trapped in analog documents or isolated systems.
Flow turns your data into operating leverage.
Our platform makes it easy to collect accurate, structured data from limited partners through digital onboarding workflows and ad-hoc task assignments. Now our latest release—Investor Data Review—enables fund managers and service providers to effortlessly review and export this data for use across external systems.
Check out the brief preview video below, or read on to learn more.
Why We Built It
Efficient data management is crucial to modern fund operations. We’re continually investing in capabilities that make it easier for stakeholders to collect, manage, and access structured data on Flow.
Flow’s Task system offers intuitive data collection workflows that LPs can complete from a smartphone. This data helped streamline operations on Flow, but until now has been hard to access or leverage outside the platform.
The new Investor Data Review feature addresses these issues by providing a more comprehensive and user-friendly way to access and manage collected data, making it easier for fund managers and service providers to utilize this information across various use cases.
Using Investor Data Review
Our latest release offers several core capabilities to streamline the management and review of investor data:
- Accessible Data: All information and documentation collected from investors during onboarding or via ad-hoc tasks is now available in the “Data Review” tab on each investor’s contact record. This tab presents all questions and answers exactly as the investor saw them.
- Hyperlinked Documents: Any files or documents requested from investors are displayed in the same question-and-answer format, with a direct hyperlink to each underlying document uploaded by LPs.
- Downloadable .zip File: All data from all investors can be downloaded as a .zip file. This file includes folders for each task, with .csv files that contain every LP’s answer to every question related to that task. This makes it easy to see all responses in one view or upload the data to external systems, and unique identifiers make it simple to combine datasets any way you need to.
Practical Applications
We expect you’ll see immediate value from the Investor Data Review release in the following ways:
- Easy reference for Investor Relations: Easily answer questions, access documents, and confirm information about individual investors directly from their contact records in Flow.
- Legal review during onboarding: Analyze LP information at scale, making it easier for legal counsel to review subscription documents, spot errors, and approve for countersignature across large volumes of investors.
- Surface insights about investors: Aggregate data to identify trends among your LP base. Conduct an analysis on the geo-location of investors to better coordinate in-person events, for example.
- Prepare for a distribution: Fund administrators can use Tasks + Data Review to collect and review up-to-date bank wire instructions in advance of a distribution.
- Enrich external systems: Export data from Flow to other systems as needed, ensuring seamless integration with your other solutions and removing data silos.
Get In Touch
For more information or assistance getting started with Investor Data Review, don't hesitate to contact your dedicated Flow account representative.
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