PROVIDER CONNECTIONS

Connect and Collaborate With
Third-Party Service Providers 
Collaborate more easily with service providers on the Flow platform. Ensure appropriate access permissions for all third-parties, while safeguarding your sensitive data.
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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.
Key Features
Customizable
Access Permissions
Fund-level and organization-level access permissions, depending on your needs.
Provider-Only
Interface
A simplified interface for service provider users with limited data access.
White-Glove
Provider Management
Centrally managed access permissions and provider account setup.
Service Provider
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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Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
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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
Read the Case Study
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Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
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Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
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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
Read the Case Study
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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
Read the Case Study
bright pink quote icon
Flow provides operational leverage to the finance function.
Ryan Randall
CFO, CCO, and Partner, Section Partners
Read the Case Study
bright pink quote icon
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
Read the Case Study
bright pink quote icon
Flow helps us deliver a world-class LP experience, every time.
Gil Ben-Artzy
Founding Partner, UpWest Ventures
Read the Case Study
bright pink quote icon
Flow gets the clerical burden out of the way.
Matt McGraw
Founding Partner, Anthropocene Ventures
Read the Case Study
bright pink quote icon
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
Read the Case Study
bright pink quote icon
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
Read the Case Study
Explore other solutions
DATA ROOM
Accelerate your fundraise and impress future LPs
Easily share documents and impress potential investors with virtual data rooms purpose-built for private investment funds.
INVESTOR ONBOARDING
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.
INVESTOR Portal
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.