SPVs

SPV Software &
Administration Services
Easily set up and manage SPVs with Flow. Our platform streamlines back-office operations, from fund formation and investor onboarding to capital calls and K1 distributions. Opt for our in-house fund administration services or bring your own third-party provider, ensuring a solution tailored to your precise needs.

An end-to-end solution
for any kind of SPV

Flow is a versatile platform that caters to all types, whether you're setting up a single SPV, a series of vehicles, or integrating existing vehicles onto our platform.

Our end-to-end SPV solution covers the full investment process, from fund formation to LP onboarding to tax communications. Flow's powerful technology also helps automate tasks - like issuing capital calls - making it a platform of choice for first-time managers and institutional investors alike.
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Flexible admin options
to support any strategy

At Flow, we understand that every investment strategy is unique. That's why we offer the flexibility to utilize both our in-house administration services or integrate your preferred third-party providers.

This flexibility extends across your entire portfolio and helps future-proof your tech stack by allowing future vehicles to be managed by different providers. The LP experience remains consistent regardless of any changes to your administration strategy, granting you total control over your investor relationships.

A superior investment
experience for LPs

Give your LPs a best-in-class investment experience with a platform that's so simple, they can do everything they need with a smartphone.

By digitizing the onboarding process and maintaining a single source of truth for fund documents, data, and communications, Flow ensures that LPs have a seamless experience from start to finish.
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Getting Started With SPVs

1
Set up your SPV in a few clicks
Answer a few simple questions to get started with a new vehicle. We'll handle the details, such as forming the legal entities and creating a bank account.
2
Identify your service providers
Elect to leverage Flow's internal administration services, or connect your own third-party administrator to help manage your SPV on Flow. Similarly, you can connect your legal team if you've contracted outside counsel.
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3
Create an onboarding workflow
Turn subscription documents and KYC/AML data requests into simple digital workflows that LPs can complete from a smartphone. Choose from template documents already on our platform, or we'll digitize your custom documents in a few days.
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4
Invite LPs to subscribe online
Simultaneously invite large pools of investors to subscribe digitally. Make the process even easier by pre-populating answers for users that already have Investor Profiles on Flow. Collect signatures and countersignatures with Flow’s secure e-sign technology.
5
Give LPs a white-labeled portal
Streamline investor relations throughout the lifespan of your SPV with a self-serve LP portal. White-label the portal to reflect your brand and offer it to LPs as a single source of truth for documents, data, and communications related to your investment.
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Key Product Features

Simple
Set Up
Submit an online form and we'll handle the details, like bank account and entity formation
Flexible
Admin Options
Opt for Flow's in-house administration services or bring your own third-party provider
Digital
Investor Onboarding
Turn subscription documents into simple digital workflows LPs can complete from a phone
Integrated
KYC / AML
Incorporate KYC/AML data requests directly into a single onboarding workflow
LP Investment
Profiles
Give your investors an "instant checkout" experience during onboarding
Automated
Capital Calls
Auto-generate and distribute individualized capital call notices to your entire LP base
K-1s & Tax
Preparation
Make tax preparation and K-1 distribution easier with built-in LP communication tools
White-Labeled
LP Portal
Empower LPs with a branded, self-serve portal to streamline reporting and communications
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

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.