Flow

Financial ServicesCalifornia, United States51-200 Employees

Flow is a mid-sized financial services company based in San Francisco that serves the private markets. It provides an Investor Lifecycle Management Platform for B2B clients, integrating networks such as General Partners, Limited Partners, law firms, and fund administrators into a single system to manage the fund lifecycle. 

Its platform automates critical workflows between stakeholders and is designed to improve operational efficiency while simplifying the experience for limited partners. Flow counts about 300 private investment firms and represents over 18,000 limited partners. The solution supports fundraising with a virtual data room and digitizes investor onboarding, along with overall fund operations.

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