Flow is now an Apex Group company!
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Platform
Fundraising
Accelerate your fundraising process.
Onboarding
Simplify onboarding for your limited partners.
Operating
Scale fund operations and investor relations.
Virtual Data Rooms
Accelerate your fundraise with virtual data rooms.
White Labeling
Integrate your brand into every LP interaction.
Fund Reporting
Unlock your data with comprehensive reporting.
Digital Fund Subscriptions
Onboard new investors with customized workflows.
Integrated KYC/AML
Request KYC/AML information during onboarding.
Investment Profiles
Give LPs an auto-fill subscription experience.
Provider Connections
Connect service providers to the Flow platform.
White Labeling
Integrate your brand into every LP interaction.
Fund Reporting
Unlock your data with comprehensive reporting.
Investor Portal
Streamline and centralize LP engagement.
Automated Capital Calls
Auto-generate and distribute capital call notices.
Digital K-1 Distributions
Distribute Schedule K-1 tax documents at scale.
Provider Connections
Connect service providers to the Flow platform.
Investor Communications
Effortlessly engage with your LPs.
White Labeling
Integrate your brand into every LP interaction.
Fund Reporting
Unlock your data with comprehensive reporting.
Solutions
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Fund Managers

Improve your LP experience and streamline operations.

Law Firms

Scale fund formation services with digital onboarding.

Fund Administrators

Make investor onboarding your competitive advantage.

Strategies
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SPVs

Simplify SPVs with software and administration services.

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Venture Capital

Digitize fund operations and delight your limited partners.

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Private Equity

Deliver a sophisticated and reliable investment experience.

Real Estate

Streamline LP communications and automate fund operations.

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Resources

Research, interviews, case studies, and other resources to help improve your operational expertise.

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Featured Resources

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Product Release Notes

Introducing: White-Labeling

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.
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Product Release Notes

Introducing: Virtual Data Rooms

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.
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Product Release Notes

Product Update: Capital Calls

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.
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Blog Posts

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Company News

Apex Group and Flow Expand Partnership

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.
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Product Release Notes

Introducing: Investor Data Review

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

Introducing: Data Room Download Permissions

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

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The Digital Revolution in Fund Operations

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Podcasts

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Podcast

Ryan Randall: Economic Cycles, LP Expectations, and Technology in the Private Markets

Ryan Randall is CFO, CCO and Partner at Section Partners, a growth-stage venture firm that provides personal financing solutions for founders, executives and shareholders of VC-backed tech companies.
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Podcast

Hunter Chen: How to Maximize Value from Third-Party Service Providers

Hunter Chen is the CFO at 9Yards Capital, a FinTech and supply chain focused VC firm that started off with just 45 million in assets under management and has grown to now nearly a billion.
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Recordings

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Recordings

Raising a fund in 2023: New considerations you need to know.

Rising economic uncertainty is starting to have an impact on fundraising in the private markets. Robert Alonso and Lizbeth Flores joined our very own Brendan Marshall to discuss.
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Case Studies

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Case Studies

UpWest Ventures Case Study

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Case Studies

Anthropocene Ventures Case Study

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