Flow allows you to connect investors, investments, and service providers in order to improve your efficiency, reduce manual processes, and provide a source of truth for your data.
We support funds and fund administrators by providing tools to create and manage the entities that make up your organization. We also allow investors to manage their organizational structures and their investments. This is where investment profiles come into play.
What is an Investment Profile?
On the Flow platform, when a user invests in a fund or an SPV deal, an Investment Profile is created. As a GP when viewing your fund investors, you are also viewing the investment profiles for each of those investors. Investors can have multiple types of investment profiles (an individual account, a trust, an LLC entity) and in your Investors View, if the investor has multiple profiles, you can select the one they have chosen to invest through.
When viewing the details for a specific investor you will see the investor profile at the bottom of the slide-out:
When expanded, the investor details card will display all the relevant information for that investment account:
If your organization has not been authorized to edit that specific investment profile, you will need to request access to edit. For more information about edit access, please read the following section "Why does Flow require authorization to edit an Investment Profile."
Once granted access you will see an "Edit Profile" button:
Clicking in "Edit Profile" will allow you to edit all the details for that entity:
How and why does Flow require authorization to edit an Investment Profile?
At Flow, we require the owner of an Investment Profile to grant access to edit to any organization that has been newly associated with that profile.
When you click "Request Access to Edit" the owner of the investment profile will receive an email asking them to view the request. Once logged in they will be taken to their configuration page where they can approve the request:
Clicking on the "Approve & Add Provider" will display a modal explaining what providing access to their investment profile means:
We require investors to grant access to newly-linked organizations to ensure the investor knows what data the organization will have access to.