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Enterprise Layer Intelligence
Categories/CRM/flow
flow

flow

Founded by John Doe in 2021

Manage private funds, alternative investments, and investor documents in one central place

Pricing model

Free Tier, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Flow to manage private investment funds, alternative assets, and investor communications. The system allows fund managers to track portfolio performance, distribute financial reports, and store legal paperwork securely. Investors can log in to view their fund holdings, review capital call notices, and access tax documents. Flow simplifies interactions between general partners and limited partners by centralizing recordkeeping and reporting workflows. You can also monitor incoming capital, oversee ownership records, and maintain compliance throughout the entire investment lifecycle without sorting through messy email threads.

What flow does

Review fund performance across alternative asset portfoliosUpload and organize investor subscription agreementsDistribute financial reports and tax documents to partnersRecord capital call requests and track paymentsManage contact information and permissions for investorsVerify investor access to secure data roomsCentralized dashboard for tracking alternative asset fundsSecure document repository for investor agreements and tax formsInvestor portal for limited partners to monitor holdingsCapital call and distribution tracking capabilitiesAutomated notifications for new reports and document uploadsRole-based access controls for sensitive financial records

Pricing breakdown

Pricing model: Free tier, Paid

Frequently asked

SlackSlackTrelloTrelloAsanaAsanaZapierZapier

Used by

Ghita EL Haitmy

Ghita EL Haitmy

CTO / VP of Engineering @ ELI

In their stack
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Flow, alternative assets, fund management, investment management, LP portal, GP reporting, alternative investments, investor documents, private equity, venture capital, fund tracking, capital calls, investor relations, fund administration, portfolio tracking