Flow is now an Apex Group company!

Software for real estate investment funds

Flow is a software solution for real estate funds that makes investing simple for LPs, reduces overhead for investment teams, and streamlines collaboration with third-party service providers. With fully-integrated data rooms, investor onboarding, and investor portal solutions, Flow lets you manage the full lifecycle of your fund on a single platform.

Book a Demo

Product Capabilities

Elevate your LP experience

Flow provides real estate funds with a white-labeled investor portal designed to streamline communication with limited partners (LPs). Effortlessly update NAV and distribution metrics, send bulk messages to investors, and securely distribute K1s and other personalized documents. By centralizing your investor relations workflows, Flow reduces back-office overhead and enhances the investor experience, making it easier to manage LP relationships - whether you have a handful of investors or hundreds.

Flow is designed to cater to both institutional and retail investors alike. Our platform offers versatile investment profiles that accommodate various account types, including individuals, trusts, entities, and more. Each LP can also add multiple users with role-based permissions to manage their account effectively. For those investors who prefer a more traditional approach, we provide offline signing options during onboarding, ensuring a seamless subscription process. With Flow, you have the flexibility to customize the investment experience to meet every investor’s unique needs.

With Flow's white-labeling capabilities, seamlessly extend your brand identity across every touchpoint in the real estate investment lifecycle. You can customize our platform with your own unique logo and brand colors, ensuring a more consistent and professional investment experience for LPs while enhancing brand recognition and trust.

Flow has extensive experience converting legal documents into digital workflows for a diverse range of real estate funds, each with unique strategies and needs. We collaborate with your preferred legal team to ensure all documents are accurately digitized, streamlining the onboarding process for your LPs. Our solution guides investors through each step, ensuring that every subscription packet is thoroughly reviewed and approved before finalization. This collaborative approach reduces errors and accelerates the onboarding process, making the experience seamless for all parties involved.

Key Features

High-impact features to power your fund operations

• Virtual Data Rooms: Easily and securely share fundraising materials with any number of potential investors.
• Digital Investor Onboarding: Turn subscription documents and KYC/AML data requests into simple digital workflows.
• LP Investment Profiles: Give your investors an "instant checkout" experience during onboarding.
• White-Labeled Investor Portal: Empower LPs with a branded, self-serve portal to streamline reporting and communications.
• Automated Capital Calls: Auto-generate and distribute individualized capital call notices to your entire LP base at once.
• K-1 Distributions & LP Communications: Easily manage K-1 distributions and mass LP communications at any scale.
• Reporting & Data Exports: Leverage your data with built-in reporting and CSV exports for use across external systems.
• Provider Connections: Connect service providers to the Flow platform and allow them to manage their own teams.

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