Deliver an investor experience that drives referrals
GP Flow gives you an institutional quality, modern investor experience that drives instant credibility for your firm.
Direct ACH
Fast and Simplified ACH Payments
- Hassle-free payment process that saves time, reduces errors, and drives repeat investors
- Ensure timely and accurate distribution of funds with 1-3 business days processing time
Overdeliver on investor expectations
Attract
Create and share your offerings to build investor pipeline.
Onboard
Deliver a simple and accessible self service experience.
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Manage
Streamline the management process with simple and automated workflows.
Investor Self Service
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
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.
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.
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.
Trigger e-signatures and funding requests directly from your CRM pipelines, saving time and manual effort.
Financial Metrics
Display performance metrics
- Give investors detailed and custom financial information about your investments
- Reduce Q&A time for your team and enhance the efficiency of your process
