Flowinc, LLC

Accelerate your fundraise with secure virtual data rooms for private investments.

Accelerate and simplify investor onboarding with customized digital workflows.

Streamlines and centralizes LP engagement with comprehensive reporting and document access.

Streamline investor onboarding and ensure regulatory compliance with integrated KYC/AML data collection.

Effortlessly access and manage fund insights with comprehensive reporting capabilities.

Streamline SPV creation and investor management with comprehensive software solutions.

Capabilities that digitize and automate investor subscriptions, onboarding workflows, and profile management to accelerate commitments and reduce manual fund intake tasks.

Products: Digital Fund Subscriptions, SPVs, Integrated KYC/AML

Self-service portals that centralize LP reporting, NAV and distribution access, document delivery, and ongoing communications between fund managers and limited partners.

Products: Investor Portal, Fund Reporting, SPVs

Integrated compliance screening and identity verification workflows including PEP/sanctions checks and AI-powered ID validation to meet regulatory onboarding requirements.

Products: Integrated KYC/AML, Digital Fund Subscriptions, SPVs

Services and platforms for rapid creation, investor onboarding, administration options, and branded reporting for single-purpose vehicles used in private-market investing.

Products: SPVs, Digital Fund Subscriptions, Investor Portal

Secure, brandable data rooms and permissioned document exchange with access controls, NDA gating, activity analytics, and integrations to support fundraising and diligence.

Products: Virtual Data Rooms, Investor Portal

Virtual Data Rooms

Secure, scalable virtual data rooms designed to accelerate private-market fundraising. Flow's Virtual Data Rooms provide a controlled environment for sharing sensitive fund documents with limited partners and service providers, enabling efficient fundraising while maintaining security and compliance. Built on Flow's open architecture, the data rooms integrate with related capabilities such as investor onboarding and investor portal, and support branding through White Labeling.

• Achieve Regulatory Compliance
  Leverage comprehensive security measures that ensure compliance with data protection regulations.
• Ensure Document Security
  Maintain control over sensitive information by allowing only authorized personnel to access or download documents.
• Integrate Your Branding
  Customize the data room experience to reflect your brand identity, enhancing investor trust.
• Maximize Engagement Insights
  Track document interactions to understand investor interests and improve engagement strategies.
• Streamline Operations
  Seamlessly connect data rooms with investor onboarding and communication processes for efficiency.
• Enable Third-Party Integration
  Flexibly connect with various service providers to enhance operational efficiency.
• Simplify Security Compliance
  Quickly ensure confidentiality when presenting sensitive information to potential investors.
• Leverage Data Insights
  Utilize engagement reports to improve future fundraises and investor communication strategies.

Digital Fund Subscriptions

Onboard new investors with customized workflows using Flow's digital fund subscriptions. Turn confusing legal documents into intuitive onboarding flows, collect KYC/AML data during onboarding, and auto-fill investor profiles to speed subscriptions. This module works alongside other Flow capabilities to deliver a streamlined, branded LP onboarding experience.

• Ensure Compliance
  Integrate KYC and AML processes into onboarding workflows to meet regulatory requirements.
• Simplify Onboarding Process
  Utilize tailored workflows that guide investors through the onboarding process efficiently.
• Ensure Brand Consistency
  Create a seamless integration of your brand throughout the investor onboarding process.
• Reduce Data Entry Time
  Minimize repetitive data input by pre-filling information based on investor profiles.

Investor Portal

Centralized, self-service portal that unifies fund reporting, documents, and communications for LPs and service providers. The investor portal enables LPs to access reporting on NAV and distributions, view and download documents, and engage with fund teams. It supports role-based access and workflows that streamline LP interactions.

• Facilitates Secure Document Access
  Allows both Limited Partners and service providers to access fund-related documents securely, ensuring all parties have the information they need without compromising data integrity.
• Unifies Fund Interactions
  Provides a single touchpoint for all Limited Partner interactions, enhancing communication and efficiency for fund operations.
• Enhances Security and Collaboration
  Ensures that users have appropriate access levels to sensitive information, promoting secure and effective collaboration among stakeholders.
• Empowers LPs with Instant Access
  Enables Limited Partners to independently view their investment performance and related reports, reducing the need for manual inquiries.

Integrated KYC/AML

KYC/AML data collection integrated into Flow's onboarding workflow. Simplifies onboarding while maintaining compliance by requesting required information during onboarding.

• Streamline Investor Onboarding
  Effortlessly capture necessary KYC/AML data without inconveniencing your investors.
• Create Seamless Experiences
  Combine KYC/AML workflows with investor onboarding for a unified experience.
• Ensure Regulatory Compliance
  Conduct thorough screenings to safeguard against financial crime.
• Enhance Security
  Automate identity checks to streamline compliance and reduce manual errors.

Fund Reporting

Built-in, self-service fund reporting that unlocks insight into fund and investor data. A simple interface allows LPs to access NAV and distribution figures, and the platform supports consistent, branded reporting across the investment lifecycle.

• Access Essential Figures
  Easily track NAV and distributions for informed decision-making.
• Delivers Brand Consistency
  Ensure all reports reflect your firm's branding for a unified presentation.
• Empowers User Autonomy
  LPs can generate reports on their own, reducing time and effort for fund managers.

SPVs

SPV software and administration services that cover the full investment lifecycle. Easily set up SPVs, onboard investors, and manage data via digital onboarding, with options for in-house administration or third-party providers, and a white-labeled LP portal.

• Select Administration Method
  Flexibly manage SPVs by opting for in-house support or seamlessly integrating with your preferred third-party administrators.
• Simplify Investor Onboarding
  Transform cumbersome legal documents into intuitive onboarding workflows, allowing LPs to invest easily and quickly.
• Streamline Compliance
  Incorporate essential KYC and AML checks directly into the onboarding process, ensuring regulatory compliance without delays.
• Quick SPV Formation
  Easily create SPVs with a few simple clicks, reducing time spent on administrative tasks.
• Customize Investor Experience
  Empower LPs with a personalized portal that reflects your brand, enhancing their overall investment experience.