Fund Administration

Flow takes the work of your administrative work, so you can take care of the investing.  

• • Fund Formation
    • Every step of the fund formation process is taken care of for you, and our services team will help you understand and navigate any nuances along the way.

     

  • Investor Onboarding
    • The seamless and intuitive Flow platform enables you and your investors to get up and running fast. Your Funds will be closed and ready to go in record time, and all underlying documentation will be readily available in our secure data room.

     

  • LP Communications
    • Send requests, updates, and more to your LPs directly through Flow.

     

  • Securities Filings
    • We help you manage all the regulatory filings with state and federal authorities. 

     

  • Post-Close Activity Administration
    • Manage and track ownership percentages, securities filings, tax reporting, distributions, and more!

     

Note: Flow does not provide KYC/AML services, 506c accreditation verifications, investment advisor reporting, or broker/dealer filings, but we have a whole host of preferred partners we'd be happy to connect you with. 

Still have questions? ​Reach out at support@flowinc.com.