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  1. Flow
  2. Managing partner FAQs

Managing partner FAQs

Managing Your Investors on the Dashboard

  • How to Review and Approve Subscription Answers in Flow
  • Adding Members to an Investor's Profile
  • Send a Capital Call to Investors: PDF Upload
  • Flow Icons Explained
  • Capital Call Calculation Methodology
  • How to Confirm your Investor's Wire Instructions
See all 11 articles

Managing your Fund

  • Offline Signor Requirements
  • How to Send a Capital Call to Investors: Autogenerated Capital Calls
  • How to Use Flow's Blue Sky Estimate
  • Capital Call Process
  • Update NAVs & Distributions
  • How to Archive Entities
See all 12 articles

Messaging Your Investors

  • Create Message Templates
  • Send Investor Messages and Updates
  • Send a Signature/Data Request

Document Management

  • Delete Folders
  • Manage Folders
  • Fund Folders Overview
  • Countersigning Subscription Documents
  • Re-run "Sign Subscription Agreement" Task
  • Staging Documents
See all 8 articles

Banking

  • Adding Flow to your SVB Account
  • Link a Bank Account
  • Add Flow to your First Republic Bank (FRB) Account
  • Manually Add Transactions

Managing Partner Settings

  • Reset your Password
  • Adjust Profile Settings
  • Enable Multi-Factor Authentication
  • Personalize your Organization or Fund
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