Investor Onboarding
Flow is now an Apex Group company!
Investor Onboarding
Simplify fund subscriptions for your limited partners
Delight your LPs with a digital subscription experience. Turn confusing legal documents into intuitive onboarding workflows that help you fundraise faster, at lower cost.
Eliminate paperwork, automate busywork
Replace paperwork and manual processes with automated workflows, real-time notifications, and stakeholder task assignments that help you guide LPs to a faster close.
Turn investor data into operating leverage
Capture investor information as structured data for use across all systems. Flow saves this data to platform-wide Investor Profiles and pre-populates workflows for returning users.
Work more efficiently with legal counsel
Alert your legal team as soon as documents are submitted by LPs. Flow makes it easy for legal counsel to spot errors, manage revisions, and approve countersignatures - all in the platform.
Product Capabilities
Delight your LPs with a digital subscription experience
Turn subscription documents into onboarding workflows
Turn documents and data requests into digital workflows, complete with conditional logic that eliminates unnecessary questions based on user input. Include any document type or data request in a single onboarding workflow, such as KYC/AML information.
Invite your LPs to easily subscribe online
Intelligently invite large pools of investors to unique onboarding workflows at scale. Make the process even easier for repeat investors with Flow’s platform-wide Investor Profiles, which automatically pre-populate workflows for returning users.
Track LP progress with real-time engagement analytics
Know exactly who needs your attention, and when, so you can close your fund faster. Easily track each investor’s progress with intuitive dashboard views and automated milestone notifications throughout the entire subscription process.
Collect digital signatures and prompt legal review
Know exactly who needs your attention, and when, so you can close your fund faster. Easily track each investor’s progress with intuitive dashboard views and automated milestone notifications throughout the entire subscription process.
Leverage LP data across internal and external systems
Maintain accurate, audit-ready data for your operating systems. All investor input is captured as structured data, which can be leveraged across your CRM, investor portal, or third-party systems such as those owned by your fund administrator, tax advisor, or audit firm.
.svg)
.svg)
.svg)
.svg)
Key Features
High-impact features to power your next close
Custom Workflows
Documents and data requests presented as intuitive digital workflows
Investor Profiles
Investor data saved for use across multiple systems and funds
KYC / AML Compliance
KYC/AML data requests directly incorporated into your workflows
Messaging, Tasks & Notifications
Messaging, tasks, and customizable notification to keep stakeholders engaged
Real-time Analytics
Real-time data on LP progress throughout the onboarding process
Streamlined Legal Review
Alerts and dashboards to streamline legal review of fund documents
E-Signature & Countersignature
Secure legal document signature technology for investors and GPs
Role-based Users & Teams
Easy collaboration between internal and third-party team members
Video Demo
See our Investor Onboarding solution in action
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
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.