39
Total Updates
33
Months Active
1
Avg per Month
What's New
Stay up to date with the latest features, improvements, and fixes.
February 24, 2026 at 3:15 AM
February 24, 2026 at 3:15 AM
7-Day Syndications
Added support for 7-day syndications, enabling operators to manage smaller investment vehicles alongside standard syndications.
Mobile Experience
Fund Flow OS now has a mobile experience (beta). Both investor and operator views have been redesigned with mobile-optimized layouts, navigation, and touch-friendly interactions.
Agentic AI
Our biggest update yet. The AI assistant can now take action on your behalf — surfacing actionable insights directly on your Deals and Contacts pages with step-by-step action plans you can preview, simulate, and approve before execution. It generates a morning briefing summarizing key activity and suggesting prioritized actions, and learns from your feedback over time to earn higher trust levels and take on more responsibility autonomously. This is a game changer for how you manage your pipeline.
ACH Payments & Banking
A complete ACH payments system with a guided consent flow for investors, automated scheduled payments with smart decline handling and retry logic, and a new Banking section in the sidebar. Operators can schedule and cancel ACH debits, while investors can view full payment history with filters, check bank account status, manage consent agreements, and access their Stripe Express dashboard — all in one place.
January 26, 2026 at 6:57 PM
January 26, 2026 at 6:57 PM
Investor Loan Tracking
Investors can now see their loan payment schedules and payment history directly in their holdings dashboard.
Late Fee Management
Automatically apply late fees to overdue payments, or add them manually. View, track, and waive fees from the loan details page.
Loan Templates
Create, save, and reuse loan configurations as templates—set up similar loans faster without re-entering the same terms each time.
January 12, 2026 at 3:08 PM
January 12, 2026 at 3:08 PM
Payment Plans
Updated payment plan options with improved flexibility, clearer pricing tiers, and enhanced billing management features.
Onboarding Flow
Added comprehensive onboarding experience to guide new operators through account setup, team configuration, and initial deal creation.
January 9, 2026 at 5:23 PM
January 9, 2026 at 5:23 PM
In-App Feedback
Submit feedback and feature requests directly from the platform
January 9, 2026 at 11:33 AM
January 9, 2026 at 11:33 AM
Document Request System
Request, track, and collect documents from investors systematically
January 4, 2026 at 12:25 PM
January 4, 2026 at 12:25 PM
3D Landing Pages
Create immersive 3D landing pages with interactive visuals
January 2, 2026 at 11:26 PM
January 2, 2026 at 11:26 PM
Contact Quality Scoring
AI-powered quality scoring for contact engagement and conversion potential
January 2, 2026 at 1:00 PM
January 2, 2026 at 1:00 PM
Investment Commitments
Track soft commitments and investor interest before deal closing
January 1, 2026 at 9:20 AM
January 1, 2026 at 9:20 AM
Cal.com Integration
Seamless meeting scheduling with embedded calendar links
December 31, 2025 at 4:45 PM
December 31, 2025 at 4:45 PM
Landing Page Builder
Create custom landing pages for deals and capital raising campaigns
December 30, 2025 at 10:15 AM
December 30, 2025 at 10:15 AM
Message Templates
Create reusable templates for email and SMS outreach campaigns
December 29, 2025 at 2:30 PM
December 29, 2025 at 2:30 PM
SMS Messaging
Two-way SMS messaging with investors and contacts
December 28, 2025 at 11:00 AM
December 28, 2025 at 11:00 AM
Communication Hub
Unified inbox for all email and SMS communications with contacts
December 23, 2025 at 5:38 PM
December 23, 2025 at 5:38 PM
Investor Document Portal
Secure document sharing and e-signature collection from investors
December 17, 2025 at 9:27 PM
December 17, 2025 at 9:27 PM
Document Signing
E-signature integration with Documenso for legal documents and contracts
December 15, 2025 at 12:17 PM
December 15, 2025 at 12:17 PM
Task Management
Create and track tasks linked to contacts, deals, and loans
December 14, 2025 at 5:38 PM
December 14, 2025 at 5:38 PM
Organizations & Roles
Multi-user organizations with granular role-based permissions
December 9, 2025 at 9:21 PM
December 9, 2025 at 9:21 PM
Workflow Automation
Build automated workflows to streamline repetitive tasks
December 8, 2025 at 2:30 PM
December 8, 2025 at 2:30 PM
Contact Segmentation
Create dynamic contact segments for targeted outreach and analytics
December 7, 2025 at 4:20 PM
December 7, 2025 at 4:20 PM
Loan Payment Tracking
Automated loan payment tracking with amortization schedules
December 6, 2025 at 1:59 PM
December 6, 2025 at 1:59 PM
Pitch Deck Management
Upload and share deal pitch decks with investors
December 5, 2025 at 9:00 AM
December 5, 2025 at 9:00 AM
Advanced Reporting
Generate custom reports for contacts, deals, and loan performance
December 4, 2025 at 11:52 PM
December 4, 2025 at 11:52 PM
Blog Platform
Create and publish blog posts to engage with your investor community
December 2, 2025 at 12:28 PM
December 2, 2025 at 12:28 PM
Team Management
Invite team members and manage organization permissions
November 30, 2025 at 12:47 AM
November 30, 2025 at 12:47 AM
Tags & Organization
Flexible tagging system for contacts, deals, and loans
November 28, 2025 at 3:30 PM
November 28, 2025 at 3:30 PM
Gmail Integration
Two-way email sync with Gmail for seamless contact communication
November 21, 2025 at 2:06 PM
November 21, 2025 at 2:06 PM
Investment Holdings
Track and manage investment holdings with real-time performance metrics
November 19, 2025 at 4:33 PM
November 19, 2025 at 4:33 PM
Investor Portal
Dedicated investor dashboard with holdings, opportunities, and portfolio analytics
November 3, 2025 at 1:38 PM
November 3, 2025 at 1:38 PM
AI Assistant
AI-powered assistant for deal analysis, contact insights, and automated workflows
November 1, 2025 at 4:39 AM
November 1, 2025 at 4:39 AM
Stripe Billing Integration
Subscription management and payment processing with Stripe
October 28, 2025 at 7:50 PM
October 28, 2025 at 7:50 PM
Dashboard & Analytics
Comprehensive dashboard with key metrics, charts, and performance tracking
October 27, 2025 at 10:15 AM
October 27, 2025 at 10:15 AM
User Authentication
Secure user authentication and role-based access control
October 26, 2025 at 2:20 PM
October 26, 2025 at 2:20 PM
Core CRM Platform
Initial release of FundFlow - real estate CRM with contacts, deals, and loans management