PRICING
Start free. Upgrade when you're ready. Funds tier unlocks white-label portals, K-1s, and fund admin.
LENDER CREDIT ADD-ONS
Use credits to enrich lender records from our search database. Stack on any plan — unused credits roll over one month.
FLOW LAUNCH
Custom lead magnets, VSL funnels, 12+ email nurture sequences, engagement scoring, landing pages, and CRM integration — all done-for-you so you can focus on closing capital.
SYNDICATIONS & FUND OPERATIONS
Full-service syndication launches and ongoing fund administration — reporting, K-1s, capital calls, and SEC-reviewed compliance.
CUSTOM MARKETING SITES
Conversion-tuned marketing sites and deal rooms — launched in weeks, maintained on retainer.
FREE COMMUNITY
Private community, office hours, podcast, and education library — free forever.
Everything you need to know about getting started with Fund Flow. View all FAQs →
Yes. You can switch axes anytime — we prorate the difference. Fund-tier onboarding takes a week or two so expect a brief setup window.
100 contacts, 5 deals, 5 loans, 10 lender search credits. No credit card, no time limit.
Credits are consumed when you enrich records in the lender search database. Free plan gets 10/mo. Paid plans include bundled credits — stack an add-on for more.
As your fund scales, our service load scales too. Year 1 is flat pricing. Year 2+ is 15-30 bps on AUM — aligns incentives, typically cheaper than in-house admin past $30M.
Yes — included on Growth & Migration and optional on Fund Admin. Your existing data stays safe.
