Real Estate Fund Management Software

Software for real estate investment funds

Flow is a software solution for real estate funds that makes investing simple for LPs, reduces overhead for investment teams, and streamlines collaboration with third-party service providers. With fully-integrated data rooms, investor onboarding, and investor portal solutions, Flow lets you manage the full lifecycle of your fund on a single platform.

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Product Capabilities

Elevate your LP experience

Keep your limited partners
in-the-know

Flow provides real estate funds with a white-labeled investor portal designed to streamline communication with limited partners (LPs). Effortlessly update NAV and distribution metrics, send bulk messages to investors, and securely distribute K1s and other personalized documents.

By centralizing your investor relations workflows, Flow reduces back-office overhead and enhances the investor experience, making it easier to manage LP relationships - whether you have a handful of investors or hundreds.

Offer a simple and flexible experience for LPs

Flow is designed to cater to both institutional and retail investors alike. Our platform offers versatile investment profiles that accommodate various account types, including individuals, trusts, entities, and more. Each LP can also add multiple users with role-based permissions to manage their account effectively.

For those investors who prefer a more traditional approach, we provide offline signing options during onboarding, ensuring a seamless subscription process. With Flow, you have the flexibility to customize the investment experience to meet every investor’s unique needs.

Strengthen and extend your brand identity

With Flow's white-labeling capabilities, seamlessly extend your brand identity across every touchpoint in the real estate investment 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.

Transform legal documents into digital workflows

Flow has extensive experience converting legal documents into digital workflows for a diverse range of real estate funds, each with unique strategies and needs. We collaborate with your preferred legal team to ensure all documents are accurately digitized, streamlining the onboarding process for your LPs.
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Our solution guides investors through each step, ensuring that every subscription packet is thoroughly reviewed and approved before finalization. This collaborative approach reduces errors and accelerates the onboarding process, making the experience seamless for all parties involved.

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Key Features

High-impact features to power your fund operations

Virtual
Data Rooms

Easily and securely share fundraising materials with any number of potential investors.

Digital Investor Onboarding

Turn subscription documents and KYC/AML data requests into simple digital workflows.

LP Investment
Profiles

Give your investors an "instant checkout" experience during onboarding.

White-Labeled
Investor Portal

Empower LPs with a branded, self-serve portal to streamline reporting and communications.

Automated
Capital Calls

Auto-generate and distribute individualized capital call notices to your entire LP base at once,

K-1 Distributions & LP Communications

Easily manage K-1 distributions and mass LP communications at any scale.

Reporting &
Data Exports

Leverage your data with built-in reporting and CSV exports for use across external systems.

Provider
Connections

Connect service providers to the Flow platform and allow them to manage their own teams.

Flow is trusted by forward-thinking leaders in the private markets

20,000+
Limited Partners
400+
Investment Firms
80+
Commercial Partners
Client Testimonials

Flow provides operational leverage to the finance function.

Ryan Randall
CFO, CCO, and Partner, Section Partners

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

Flow helps us deliver a world-class LP experience, every time.

Gil Ben-Artzy
Founding Partner, UpWest Ventures

Flow gets the clerical burden out of the way.

Matt McGraw
Founding Partner, Anthropocene Ventures

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

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

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of the Flow platform