Make it easy for investors to give you money

Deliver an institutional quality, modern investor portal driving instant credibility for your firm and offerings.

Overdeliver on investor expectations


Create and share your offerings to build investor pipeline.


Deliver a simple and accessible self service experience.


Streamline the management process with simple and automated workflows.
Offering management

Create an offering in a few easy steps

  • Create institutional-grade offering materials and presentation with minimal effort
  • Customize your entire investor experience, from branding, design to layouts
  • Use our in-house media team to create branded video content for your investment offerings
Investor Self Service

Give your LPs a simple and intuitive platform that they’ll actually use

  • Simple and accessible sign-up that can be integrated directly with your website
  • Investors can access information, communications, and receiving reports
  • Portfolio dashboards to view and track their performance across multiple deals
Streamline onboarding

Simplify investor onboarding for US and international investors

  • Confidently expand your investor base with legal and compliance controls
  • One-click integrations with KYC, AML and investor accreditation providers
  • GP Flow supports both 506b and 506c verification
Automate servicing

Automate K1s and manage documents

  • Save time and reduce the risk of errors with automated tax and accounting
  • Store and organize all of your important documents in one central location, making it easy to access

Ready to see how it works?

Request Demo
Join the GPs getting ahead of the curve