Simple
Set Up
Submit an online form and we'll handle the details, like bank account and entity formation.
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.
A comprehensive solution for any kind of SPV
Our end-to-end SPV solution covers the full investment process, from fund formation to LP onboarding and tax communications.
Flexible admin options to support any strategy
Utilize our in-house administration services or integrate your preferred third-party providers, with no impact to your LP experience.
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.
How It Works
Getting started with Flow SPVs
Key Features
High-impact features to power your next SPV
Simple
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.
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.
The Flow team has been highly responsive, promptly addressing our inquiries or concerns and providing excellent support along the way.
Flow gets the clerical burden out of the way.
Flow helps us deliver a world-class LP experience, every time.
Seeing our vendors engage with the platform has been great. Almost everything they need from our team is available in Flow.
Flow has been an incredibly important and integral part of the 9Yards story from the very beginning and has made my life much easier.
FAQs
Frequently Asked Questions
What's the difference between Flow and a fund administrator?
Flow is a software provider for private funds. We make it easy to manage LP relationships across the full investment lifecycle with integrated data rooms, investor onboarding, and investor portal solutions.
Our software helps reduce operational overhead, improve your LP experience, and streamline collaboration with third-party service providers (such as your fund administrator or legal counsel).
How much does Flow cost?
Flow’s pricing is based on the total assets under management (AUM) of the vehicles on our platform, as well as the number of unique LPs using the platform. Pricing is structured as an annual platform fee tailored to your specific needs and scale.
How is Flow unique?
Flow stands out in several ways. First, we do not bundle software with services. We are strictly a software provider, which allows GPs the freedom to work with any service provider(s) they choose and gives them the ability to change providers at any time without disrupting their tech stack or investor experience.
We also offer a unified experience for LPs across the entire investment lifecycle. With data rooms, investor onboarding, and investor portal solutions all on one platform, we eliminate the need for you and your investors to juggle multiple point-solutions.
Third, Flow excels at capturing and leveraging structured data to streamline and automate fund operations. Our platform's robust data layer includes LP investment profiles and customized workflows that can be repurposed indefinitely, delivering ever greater value as you scale.