Flow offers a range of communication options tailored to the diverse roles within an LP’s investment team. Individuals can select from any or all of the following types, with the flexibility to adjust these preferences at any time.
These communication preferences make sending messages to specific roles within your investment profile seamless, and sharing information with those members quick and easy.
Users will also be prompted to specify each team member’s communication preferences whenever adding new members moving forward.
- Capital Account Statements: Essential financial summaries that provide detailed accounts of an investor's contributions, the current value of those contributions within the fund, and any distributions or withdrawals. These statements serve as a record of the investor's financial activity and standing within the investment.
- Capital Call Notices: Notifications issued by investment funds to inform limited partners (LPs) of the need to contribute additional capital to the fund. These notices outline the amount to be paid, the purpose of the call, and the deadline for submitting the required funds.
- Distributions: Communications regarding the allocation of profits or assets from the investment fund to its investors. Distributions can take various forms, including cash payments, distributions of assets, or reinvestment options, reflecting the fund's performance and profit-sharing agreements.
- General Communications: Information disseminated by the investment firm to its investors, covering a wide range of topics such as firm updates, strategic decisions, market insights, or operational changes. These communications aim to keep investors informed and engaged with the fund's activities and outlook.
- Legal: Notifications and updates related to legal considerations, documents, and compliance requirements associated with the investment. This includes changes in legislation affecting the fund, legal advisories, documentation requirements, and any legal proceedings or actions relevant to the investors.
- Quarterly and Annual Reports: Detailed analyses and summaries of the fund's performance, activities, and financial health over a set period. These reports provide insights into the fund's investment strategy, market performance, asset allocation, and future outlook, offering investors a comprehensive view of their investment's progress.
- Tax: Information pertaining to the tax implications of the investment, including notifications of tax documents, updates on tax legislation affecting the fund, and guidance for tax planning and filing. These communications are essential for investors to manage their tax obligations and plan their investment strategy accordingly.
Editing Communication Preferences
- From the Members tab on your investor dashboard, select the three vertical dots to the right of the team member’s name for whom you'd like to update the communication preferences
- Select “Edit”
- Select the purple checkbox to distinguish the communication the member on the account should receive.
Still have questions? Reach out to support@flowinc.com