Fund Flow is a real-estate fund management platform built for operators (GPs, syndicators, fund managers) and their investors (LPs). It combines a CRM, deal pipeline, loan tracker, investor portal, and AI-powered communication tools in one platform — replacing the disconnected spreadsheets, email threads, and document folders that most operators rely on today.
Who is Fund Flow designed for?
Fund Flow serves two primary audiences:
Operators — General partners, syndicators, family offices, and fund managers who raise capital, manage deals, track loans, and communicate with investors.
Investors — Limited partners and passive investors who want a clean portal to view their holdings, access documents, sign agreements, and track distributions.
Any team size works: solo operators managing a handful of LPs all the way to mid-market fund managers with hundreds of investors.
Deal management — Create deals, track capital raises, attach documents, and share public-facing deal pages
Loan tracking — Record loan terms, payment schedules, and outstanding balances
Documents — Generate, share, and e-sign offering documents, K-1s, and agreements
Investor communication — Send email updates, manage inboxes via Gmail integration, and build message templates
AI tools — Automate repetitive tasks, draft communications, and surface insights with the AI Command Center
Reporting — Export data, build segments, and track key metrics on the operator dashboard
What can investors do in the investor portal?
Investors access a dedicated portal that shows:
Current holdings, committed capital, and investment performance
Distribution history and upcoming payment schedules
All documents shared by the operator (K-1s, subscription agreements, updates)
The ability to upload requested documents and e-sign agreements
A profile and notification preferences
Onboarding & Setup
How long does onboarding take?
Most operators are fully set up within one business day. The typical steps are:
Create your organization and invite team members
Import existing contacts via CSV (AI-assisted field mapping)
Create your first deal and configure your loan portfolio
Connect Gmail for two-way email sync
Customize document templates and branding
The AI-assisted data import reduces manual entry significantly. For teams migrating from spreadsheets, the average import-to-go-live time is under two hours.
Does Fund Flow help with data migration?
Yes. Fund Flow includes an AI-powered CSV importer that maps your existing spreadsheet columns to the correct fields automatically. It handles contacts, deals, and investor records. For larger migrations or custom formats, the support team can assist with bulk imports.
Features & Integrations
Does Fund Flow integrate with Gmail?
Yes. Fund Flow has a native Gmail integration that allows operators and investors to connect their Google account for two-way email sync. Emails are threaded alongside the relevant contact records so your CRM stays current without manual logging. You can connect Gmail in Settings > Integrations.
Does Fund Flow support e-signatures?
Yes. Operators can send documents for e-signature directly from the platform. Investors receive an email link, review the document, and sign electronically. A full audit trail (timestamps, IP addresses, signer identity) is stored with every executed document.
Are there built-in document templates?
Yes. Fund Flow includes customizable templates for common real-estate syndication documents including subscription agreements, operating agreements, capital call notices, and distribution notices. Templates support dynamic fields that auto-populate from deal and investor data.
Can I create a public deal page for my investors?
Yes. Each deal can have a branded public-facing page (at a URL like fundflow.com/p/your-org/deal-name) that you share with prospective investors. The page displays deal highlights, projected returns, documents, and a call-to-action. You control what is visible and when the page is active.
AI Tools
What AI features does Fund Flow include?
The AI Command Center gives operators access to:
AI drafting — Draft investor update emails, follow-up messages, and document text from a short prompt
Automated actions — The AI agent can execute routine tasks (sending emails, updating contact records, creating tasks) with operator approval
Exception queue — Flags unusual situations for human review before the AI acts
Learned rules — Train the AI on your preferences so recurring decisions get handled automatically over time
Context questions — The AI asks clarifying questions before executing ambiguous instructions
Is my data used to train AI models?
No. Your deal data, investor information, and documents are never used to train shared AI models. AI processing happens within your organization's isolated context. See the Security & Compliance page for full details.
Pricing & Plans
What pricing plans does Fund Flow offer?
Fund Flow offers tiered subscription plans based on the number of contacts, deals, and team members. All plans include the core CRM, deal management, investor portal, and document features. Higher tiers unlock AI tools, advanced reporting, and priority support. See the pricing page at fundflow.com/pricing for current plan details.
Is there a free trial?
Yes. Fund Flow offers a free trial so you can explore the platform before committing. The trial includes full access to core features. No credit card is required to start. You can upgrade to a paid plan at any time from Settings > Billing.
Are subscription payments refundable?
Subscription fees are non-refundable once a billing period has started. If you cancel, your access continues until the end of the current billing cycle. Annual subscribers who cancel within 14 days of renewal may contact support to discuss options.
Team & Collaboration
Can I invite my team to Fund Flow?
Yes. Operators can invite team members from Settings > Team. Fund Flow supports multiple roles:
Owner — Full access, billing management
Admin — Manage contacts, deals, documents, team (no billing)
Member — Standard CRM and deal access
Analyst — Read-only access to deals and reports
Investor — Investor portal only
Does Fund Flow support multiple organizations?
Each account belongs to one organization. If you manage multiple funds or entities, you can create separate organizations under different accounts. The support team can advise on the best structure for your workflow.
Security & Compliance
Is Fund Flow SOC 2 compliant?
Fund Flow is built on infrastructure that meets enterprise security standards including AES-256-GCM encryption at rest, TLS 1.3 in transit, and row-level security for all database access. For a full breakdown of security controls, see Security & Compliance.
How does Fund Flow handle Regulation D compliance?
Fund Flow supports Reg D workflows including investor accreditation tracking, document collection, and audit trails. The platform is a tool for managing your operations — it does not provide legal or securities advice. Always consult qualified legal counsel for compliance matters.
Frequently Asked Questions | Fund Flow Docs | Fund Flow
