Audience

Capital firms in search of a solution to enhance their fund management processes

About Flow

Flow's open architecture connects investment managers with their limited partners and service providers. It offers integrated solutions for virtual data rooms, investor onboarding, and investor portals, enabling firms to manage limited partner relationships across the entire investment lifecycle. The platform facilitates secure document sharing, simplifies the onboarding process with digital fund subscriptions, and provides a centralized portal for fund reporting and communication. Flow's open-architecture technology and flexible API allow seamless integration with third-party vendors, enhancing operational efficiency. Trusted by over 20,000 LPs and more than 300 private investment firms, Flow aims to deliver a best-in-class LP experience by reducing operational overhead and improving stakeholder engagement. Provide all fund stakeholders with a single source of truth for fund reporting, documentation, and communication.

Integrations

API:
Yes, Flow offers API access

Ratings/Reviews

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Company Information

Flow
United States
flowinc.com

Videos and Screen Captures

Flow Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Flow Frequently Asked Questions

Q: What kinds of users and organization types does Flow work with?
Q: What languages does Flow support in their product?
Q: Does Flow have an API?
Q: What type of training does Flow provide?

Flow Product Features

Fund Accounting

Budgeting & Forecasting
Purchasing & Receiving
Asset Management
Compliance Management
Activity Tracking
General Ledger
Accounts Receivable
Accounts Payable
Bank Reconciliation
Donor Management
Partnership Accounting

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Investor Relations

Data Centralization
Investor CRM
Automated Reporting
Document Creation
Electronic Signature
Investor Transactions / Valuations
Deal & Acquisition Management
Custom Emails / Newsletters
Document Management
Compliance Management
IR Website Builder

Virtual Data Room

Secure Preview
Role-Based Permissions
Collaboration
Anonymity Management
Data Protection
Due Diligence Management
Document Tagging
Data Storage Management
Audit Trail
Procurement Management
Project Management

Flow Additional Categories