Flow

📣 Introducing: Investor Data Review Efficient data management is crucial for modern fund operations, yet critical information often remains trapped in analog documents or isolated systems. That’s why Flow is continually investing in capabilities that transform data into operating leverage. Our platform makes it easy to collect accurate, structured data from limited partners through digital onboarding workflows and ad-hoc task assignments. Now, this latest release enables fund managers and service providers to effortlessly review and extract this data for use across external systems. Here are just a few things you can do with Investor Data Review: 🔍 Quickly reference individual info: Easily answer questions, access documents, and confirm information about individual LPs directly from their contact records in Flow. 📝 Streamline LP onboarding: Analyze LP subscription information at scale, making it easier for legal counsel to review answers, spot errors, and guide LPs through the digital onboarding process on Flow. 📤 Export data to external systems: Export investor data from Flow to other systems as needed, ensuring seamless integration into your tech stack and preventing the creation of new data silos. Check out the release notes to learn more (link in comments). #privatemarkets #privatefunds #fundmanagement

📣 New to Flow: Data Room Download Permissions All too often, fundraising is a major operational burden for private investment teams. Throughout this process, fund managers need to share their investment thesis widely while maintaining strict control over access to sensitive information. Balancing the need for broad communications with effective confidentiality controls demands appropriate tooling. To support this need, we're introducing Data Room Download Permissions, a feature that lets fund managers control whether or not viewers can download documents from a data room. With this new functionality, fund managers can now toggle the ability for viewers to download documents directly from each data room. This setting is applied globally to all documents within a specific data room and can be changed at any time—even after users have been granted access—without the need to resend invite links. Fundraising is hard. We’re here to make it easier. #privatemarkets #privatefunds #datarooms

📣 New to Flow: View-only Permissioning Safeguarding sensitive information while ensuring necessary access is a delicate balance. For many LPs, granting full account access to all team members isn't feasible due to the sensitive nature of the information involved. Yet, keeping everyone in the loop is critical for seamless operations and informed decision-making. To address this, we've introduced View-only Permissioning. This feature allows LPs to designate specific team members with view-only access to their investment accounts. Users with "View-only" status still enjoy comprehensive access to documents, data, and investment profile information for the accounts they're connected to. As the feature name implies, however, they are only able to view this information. They cannot complete subscription documents, edit profile information, or take any other material actions within that investment account.

📣 New to Flow: LP Communication Preferences Investor communications is a delicate balancing act between private investment firms and their LPs. Oversharing can lead to inbox fatigue and disengagement, but under-communicating is often far worse. The challenge of ensuring critical information reaches the right people without overwhelming entire teams with irrelevant details can lead to unnecessary operational complexity for GPs and LPs alike. Investment partners, legal counsel, tax accountants, and third-party fund administrators all require different types of information to be effective in their roles. It's an undeniable burden to ensure communications around capital account statements, tax documents, annual reports, and capital call notices all reach the right people at the right time. That’s why we’re thrilled to introduce LP Communication Preferences to the Flow platform. Investment firms can now tailor communications sent on Flow to the unique needs of each LP team member, based on that individual’s specified preferences. This latest launch is another step forward in our commitment to delivering the best-possible LP experience, with technology to support the complete investment lifecycle on one platform.

Accelerate your fundraise with Flow’s integrated Data Rooms. All too often, fundraising is an arduous process for limited partners and investment firms alike. Unavoidable friction rooted in complex regulatory frameworks, extensive due diligence criteria, and mandatory security protocols make even the fastest raises feel slow. Investment teams struggle under increased operational burden, while LPs are forced to navigate a disjointed array of digital tooling and communications. Our goal is to eliminate fundraising friction. With Flow's integrated Data Rooms, private investment firms can now easily share their offerings with prospective investors in a secure and compliant manner, then seamlessly onboard them as fully-subscribed limited partners all on one platform. --- A few details we know you’ll appreciate: ✉️ Invite unlimited prospects with only an email address, eliminating the pain of setting up an account. 🔒 Adjust the security preferences for each data room, from open sharing to mandatory NDAs. 📊 Monitor data room engagement and access, focusing on who has viewed the data room and who requires followup. 🙋 Prompt prospects to indicate interest and log commitment amounts directly in the Data Room. 🤝 Close the deal by transitioning interested investors into digital onboarding, directly on the Flow platform. With Flow’s integrated Data Room + Investor Onboarding solutions, you can navigate the diligence process and close the deal all in one place. Best of all, you can create as many Data Rooms as you like at no additional cost. Fundraise faster with Flow.

At Flow, we believe that our customers’ data belongs to our customers. Players in the private markets have enough to worry about without trusted technology partners exploiting data for their own gain. Flow categorically refrains from any practices involving the sale or dissemination of contact or investment data on our platform. “The practice of turning users into products is not uncommon in technology,” says Flow Co-founder Brendan Marshall, “but we firmly believe it is at odds with the foundational principles that underpin the private markets.” We dig deeper into Flow’s relationship with client data in our latest blog post. 🔗 Link in the comments.

"The secondary market for unicorn companies is a tricky thing. In my opinion, Carta never really had the right model because they never addressed the core problems. Selling software which holds sensitive customer data and buying & selling those same customers on your marketplace creates conflicts of interest." Our CEO, Nicholas Grabowski, reflects on Carta's recent challenges in building a secondary marketplace for "unicorns" - highlighting the business' apparent conflict of interest. He urges all software and service providers in the private markets to prioritize client data integrity above other business interests.

Last week, we launched White-Labeling on Flow. This milestone release allows private investment firms to create custom-branded portals for their limited partners, ensuring a consistent brand experience across every investor touchpoint. It's now possible to: - Create a dedicated LP portal with a unique URL route - Brand the portal with your own organization’s logo - Modify the portal interface with a custom color theme - Apply branding elements to all email communications It takes less than 3 minutes to brand your LP portal on Flow. Get started with White-Labeling today; your LPs will thank you! - - - Visit the link in the comments to learn more. #investorportal #limitedpartners #fundmanagement #privatemarkets

📣 New to Flow: White-Labeling Private investment firms can now use Flow to create custom-branded portals for their limited partners, ensuring a consistent brand experience across every investor touchpoint. - - - Fostering strong relationships with LPs is of paramount importance for most private investment firms. However, GPs often struggle to provide a unified, on-brand experience for their investors. Many offer portals that are managed by third-party admins, or else rely entirely on email and analog communications methods. With White-Labeling, investment firms can now effortlessly customize their investor portals to offer a more professional and intuitive experience. LPs, meanwhile, can more easily manage multiple investment accounts, navigate between their different investments, and locate critical documents. This milestone release promises to further strengthen the relationships between our clients and their LPs. - - - Here are the highlights: 🎨 Create a branded LP Portal. Give your investors a dedicated portal experience, along with a unique URL route that you can link to directly from your website. Upload your own logo and choose a custom color theme to reinforce your visual brand identity within the portal. 👨💻 Offer a better LP experience. The new LP portal has been redesigned from the ground up to give investors an intuitive, seamless experience. LPs can effortlessly manage multiple investment accounts, navigate between investments in different funds, and quickly locate relevant documents. 📩 Brand all email communications. Reflect your brand in emails sent through the Flow platform, ensuring a consistent and professional aesthetic. - - - Visit the link in the comments to learn more. Your LPs will thank you! #investorportal #limitedpartners #fundmanagement #privatemarkets

We had a great time connecting with the alternative investments community in Southern California this week. You can't go wrong with good people and great tacos! Thanks to our partners at CalALTs (The California Alternative Investments Association) for continuously organizing excellent networking events.