Managing partner FAQs

Data Room

• Using a Custom NDA in Flow’s Data Room
• Requiring Prospective Investors to Sign an NDA in Flow’s Data Rooms
• Flow’s Standard NDA Language
• Sending Invitations to Prospective investors in the Data Room
• Data Room Setup and Overview

Managing Your Investors on the Dashboard

• How to Update Investment Details
• 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

See all 12 articles

Managing your Fund

• How to Edit Language in Flow Generated Capital Calls
• How to Edit Your Fund Details
• How to Upload and Assign your Capital Calls
• Offline Signor Requirements
• How to Send a Capital Call to Investors: Autogenerated Capital Calls
• How to Use Flow's Blue Sky Estimate

See all 13 articles

Messaging Your Investors

• How to set your LP Communication Preferences
• Create Message Templates
• Send Investor Messages and Updates
• Send a Signature/Data Request

Document Management

• How to Download All Documents
• Delete Folders
• Manage Folders
• Fund Folders Overview
• Countersigning Subscription Documents
• Re-run "Sign Subscription Agreement" Task

See all 9 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

• How to Disable Auto-fill
• How to turn on Notifications for your Investors' Subscription Documents
• Reset your Password
• Adjust Profile Settings
• Enable Multi-Factor Authentication
• Personalize your Organization or Fund