Grant unique access permissions to third-parties
Ensure your service providers have access to precisely the data they need to service the funds you hired them for. You can choose between fund-level and organization-level access. Flow will automatically restrict access to all irrelevant datasets.
Offer a streamlined service provider interface
Navigating Flow is now dead-simple for all service provider users, even those unfamiliar with the platform. Users added via Provider Connections enjoy a streamlined interface designed exclusively for service providers, with only the information essential to their role.
Let us handle the details directly with your providers
Getting service providers onto Flow has never been easier. We handle the setup and access process on your behalf, eliminating any administrative burden. Service provider users also enjoy access to our Client Onboarding and Support teams for hands-on platform guidance.
Fund-level and organization-level access permissions, depending on your needs.
A simplified interface for service provider users with limited data access.
Centrally managed access permissions and provider account setup.
Training & Support
Training & Support
White-glove onboarding and support for both service providers and clients.
Trusted by over 250 private investment firms representing 16,000+ limited partners
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Accelerate your fundraise and impress future LPs
Easily share documents and impress potential investors with virtual data rooms purpose-built for private investment funds.
Simplify fund subscriptions for your Limited Partners
Delight your LPs with a digital subscription experience. Turn legal documents into workflows that help you fundraise faster, at lower cost.
A single destination for LPs and service providers
Provide LPs with a consolidated investment experience. Give all stakeholders a single point of access for fund-related information.
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.