Skip to content Quick Start Guide
This guide walks you through setting up Fund Flow from scratch. Most operators are fully onboarded within 30 minutes.
Step 1: Create Your Account
- Go to fundflowos.com and click Sign Up
- Enter your email and create a password
- Verify your email address via the confirmation link
- Choose your plan — start with Free to explore, or jump to Standard ($97/mo) for full CRM features
Tip
Fund Flow offers a free tier with up to 5 deals and 100 contacts — enough to evaluate the platform before upgrading.
Step 2: Set Up Your Organization
After signing in, complete your organization profile:
- Enter your Company Name and Legal Entity Name
- Add your EIN/Tax ID (appears on generated documents)
- Upload your company logo (optional — used on investor-facing pages)
- Set your Business Address (used for document generation and compliance)
Step 3: Connect Integrations
Navigate to Settings to connect your key integrations:
- Gmail: Email sync for communication tracking (Standard+ plan)
- Twilio: SMS messaging to contacts (requires A2P 10DLC registration)
- Cal.com: Scheduling links for investor meetings
- Documenso: E-signatures (built-in, no setup needed)
- Plaid: ACH payment processing for loans
- Stripe: Subscription billing (auto-configured)
You don't need all integrations on day one. Gmail and Documenso are the most commonly used starting points.
Step 4: Import Your Contacts
If you have an existing investor database:
- Navigate to CRM > Contacts
- Click Import and download the CSV template
- Fill in your data (up to 10,000 records per batch)
- Upload and map your columns — Fund Flow's AI auto-maps common field names
- Review and confirm the import
You can also add contacts manually one at a time via the + Add Contact button.
Step 5: Create Your First Deal
- Navigate to Deals and click + New Deal
- Select your Deal Type (Rehab or Acquisition)
- Enter the deal name, property details, and financial targets
- Set your Target Amount, Purchase Price, and Projected IRR
- Add terms including property address and key dates
- Use the AI Generator to draft your investment description
- Click Save Changes
Your deal starts in Draft status. When ready, update it to Active to begin fundraising.
Step 6: Set Up Loans
If your deal involves debt financing:
- Open your deal and go to the Loans tab
- Click + Add Loan and select a lender from your contacts
- Enter loan terms: principal, interest rate, term, and payment structure
- Fund Flow auto-generates a projected payment schedule
Step 7: Create Document Templates
- Go to Documents > Templates
- Upload a base DOCX file (e.g., NDA, Subscription Agreement)
- Map dynamic fields like
{{investor.name}}, {{deal.title}}
- Set signer roles for e-signature workflows
- Generate and send documents directly from any deal or contact page
Step 8: Explore AI Features
Fund Flow's AI assistant can help you:
- Generate deal descriptions from your financial inputs
- Score deals across 5 dimensions (financial, market, execution, sponsor, structure)
- Draft investor emails in multiple styles (StoryBrand, Hormozi, Professional)
- Answer questions about your portfolio via the chat interface
- Generate pitch decks with AI-powered content (Professional plan)
Access the AI assistant by clicking the chat icon in the bottom-right corner of any page.
Next Steps
