Resources | Flow

Flow is now an Apex Group company!

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Featured Resources

Introducing: White-Labeling

With White-Labeling from Flow, private investment firms can now create custom-branded portals for their limited partners, ensuring a consistent brand experience across every investor touchpoint.
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Introducing: Virtual Data Rooms

Learn how virtual data rooms accelerate the fundraising process by making it easy to share sensitive materials and impress potential investors - without sacrificing security and compliance standards.
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Product Update: Capital Calls

Gone are the days of manually creating and emailing capital call documents to your Limited Partners individually. You can now generate capital call notices and send them to your LPs directly on Flow.
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Blog Posts

Apex Group and Flow Expand Partnership

Apex Group, a global leader in fund administration and financial services, and Flow, the premier software provider for private funds, recently announced their newly expanded strategic partnership.
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Introducing: Investor Data Review

Our latest release—Investor Data Review—enables fund managers and service providers to effortlessly review and export investor data for use across external systems.
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Introducing: Data Room Download Permissions

We built Data Room Download Permissions to help fund managers securely share their investment thesis during the fundraising process.
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Podcasts

Ryan Randall: Economic Cycles, LP Expectations, and Technology in the Private Markets

Ryan Randall is CFO, CCO and Partner at Section Partners, a growth-stage venture firm that provides personal financing solutions for founders, executives and shareholders of VC-backed tech companies.
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Hunter Chen: How to Maximize Value from Third-Party Service Providers

Hunter Chen is the CFO at 9Yards Capital, a FinTech and supply chain focused VC firm that started off with just 45 million in assets under management and has grown to now nearly a billion.
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Recordings

Raising a fund in 2023: New considerations you need to know.

Rising economic uncertainty is starting to have an impact on fundraising in the private markets. Robert Alonso and Lizbeth Flores joined our very own Brendan Marshall to discuss.
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Case Studies

UpWest Ventures Case Study

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Anthropocene Ventures Case Study

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