Streamline your paperwork with Fund Flow's integrated document system. From static file storage to automated contract generation and e-signature collection, the entire document lifecycle lives in one place.
Document Categories
Fund Flow organizes documents across eight categories to keep deal rooms structured:
Category
Typical Contents
Subscription Agreements
Investor commitments, LLC operating agreements
NDAs
Confidentiality agreements for deal access
Financial Statements
P&L, rent rolls, operating statements
Due Diligence
Inspection reports, title, environmental
Tax Documents
K-1s, Schedule E supplements
Legal
Entity formation, title insurance policies
Marketing
Pitch decks, offering memoranda, PPMs
Correspondence
Letters, notices, general communications
Uploading Static Documents
Store any file (PDF, Excel model, Word doc) directly on a Deal, Loan, Contact, or Investor profile.
Navigate to the specific Deal, Loan, or Contact dashboard.
Click the Documents tab in the sub-navigation.
Click + Upload Document.
Drag and drop your file and set a Title (e.g., "PSA — 123 Main St") and Category.
Uploaded files are accessible to team members with at least Member-level access and can be shared with investors through the investor portal.
Template-Based Document Generation
The three-stage Build → Map → Generate lifecycle automates repetitive contracts so you never copy-paste investor data into a Word document again.
sequenceDiagram participant O as Operator participant T as Template participant I as Investor O->>T: Upload Base DOCX O->>T: Map Merge Fields to Data Sources O->>T: Define Signer Roles O->>I: Generate & Send I->>O: E-Signs Document Note over O,I: Copy automatically saved to Deal Documents
Stage 1: Build — Upload Your Base Template
Fund Flow uses DOCX files (Microsoft Word format) as the source template. PDF-only templates are not supported for merge-field generation.
Go to Documents > Templates in the main menu.
Click + New Template.
Upload your base DOCX file. The document should contain placeholder tokens in double-curly-brace syntax: {{contact.firstName}}, {{deal.targetRaise}}, etc.
Stage 2: Map — Connect Placeholders to Data Sources
After upload, Fund Flow scans the document and lists all detected placeholders. For each placeholder, assign it to a data source:
From any Deal or Contact dashboard, generate a completed document from your template.
Click Generate from Template.
Select the template from your library.
Choose the target Contact (or Investor). The system pulls all mapped field values automatically.
Review the preview. If merge fields show as blank, the source record is missing that data — fill it in before generating.
Click Generate. A PDF is created and attached to the deal's document library.
E-Signature Workflow
After generation, send the document for binding electronic signature.
E-Signature Statuses
Documents move through the following lifecycle:
Status
Meaning
Draft
Generated but not yet sent to signers
Pending Signature
Sent to one or more signers, awaiting completion
Partially Signed
At least one signer has signed but others have not
Completed
All required signers have signed
Declined
A signer declined to sign
Expired
The signing link expired before all parties signed
Sending for Signature
From the document preview, click Send for Signature.
Add signer email addresses. Each signer is assigned a role (e.g., "Investor", "Sponsor", "Witness").
Drag signature, initials, and date fields onto the appropriate document pages for each signer role.
Click Send. Each recipient receives a secure link via email to sign online — no account required.
Tip
Signers receive automatic reminders after 3 days and 7 days if the document remains unsigned. You can also send a manual reminder from the document detail page.
Completed Document Storage
Once all parties have signed, the completed PDF is automatically saved back to the originating deal or contact's document library with the status Completed and the timestamp of the final signature.
