Flow

Use Cases
fundraising, screening, portfolio-monitoring, investor-relations, reporting, back-office
Office Functions
front-office, middle-office, back-office

Flow is a comprehensive platform developed to streamline front, middle, and back office operations, fundamentally simplifying the management process in the financial sector. The platform is divided into several focal areas including Investor Management, Portfolio Management, and Data Management among others. Through Flow's robust platform, organizations can centralize documents and data, maintaining a single source of truth and efficiently maneuvering through bulk uploads, document reviews, and granular security settings. Additionally, the platform revolutionizes the investor onboarding process, offering digital subscription experiences, KYC/AML compliance checks, and seamless capital call management. Flow extends its expertise in managing Limited Partner (LP) relations, providing solutions that facilitate mass communications, permission-based document access, and a range of fund administration services particularly for Special Purpose Vehicles (SPVs).

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