Overdeliver on investor expectations

The GP Flow platform helps you manage all aspects of your investor base in a single system, with add-on investor services to support your growth.

  • Raise more capital with ease
  • Streamline investor relations
  • Modernize the administration of funds
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GP Flow Platform

A modern suite of software and add-on services

Fundraising & Onboarding

  • Attract investors to your investments
  • Deliver a frictionless fundraising process with digital subscriptions
  • Onboard investors faster with KYC and accredited verification
  • Deliver automated updates throughout the entire process

Investor Management

  • Go completely digital in your investment management
  • Streamline ACH distributions with bulk payments
  • Give investment visibility and clear reporting with investor self-service
  • Manage your cap table with visibility and ease

Administration

  • Outsource entity formation, management and compliance
  • Offload compliance, legal, tax and reporting to us
  • Deploy our investor services team to support your investors
  • Retain complete visibility through the investment life cycle
Onboarding Investors

Confidently onboard more investors

  • Initiate seamless KYC checks for new investors or partners
  • Automate the KYC/ AML process including ID, Liveness, Proof of address and AML screening
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Investor Management

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
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Administration

Offload compliance, legal, tax and reporting

  • We partner with leading securities attorneys and accountants that support you
  • GP Flow can take care of the paperwork so you can focus on the deals and investors
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Investor management built for your CRM

Keep your Single Source of Truth
Seamlessly sync contacts from your CRM to GP Flow, ensuring consistent and up-to-date information.
Stay Informed about Your Investors
Automatically track investor activity within your CRM, including distributions, downloads, and subscriptions.
Simplify your Investor Onboarding
Trigger e-signatures and funding requests directly from your CRM pipelines, saving time and manual effort.
HubSpot + GP FlowActiveCampaign + GP Flow

Join the GPs getting ahead of the curve

The fastest growing GPs and Fund Managers have one thing in common - an ability to attract and onboard capital quickly.

GP Flow provided us with access to a new capital & differentiated technology.

Mark Limpert, Principal

GP Flow provides us exposure to the future of sponsor platform technology.

Rob Beardsley, Principal

GP Flow has enabled our team to focus on acquisitions and asset management.

Erik Peterson, SVP

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Ready to see how it works?

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Join the GPs getting ahead of the curve