Quick Start
This guide will help you get started with Fund Flow quickly.
Step 1: Create Your Account
- Go to fundflowos.com
- Click Sign Up
- Enter your email and create a password
- Verify your email address
Step 2: Set Up Your Organization
After signing in, you'll be prompted to set up your organization:
- Enter your company name
- Add your logo (optional)
- Configure your branding colors
Step 3: Invite Your Team
Navigate to Settings → Team to invite team members:
- Click Invite Member
- Enter their email address
- Select their role (Admin, Manager, or Viewer)
Step 4: Create Your First Deal
Now you're ready to create your first deal! Head to Deal Management to learn how.
Note
Need help with setup? Our team offers free onboarding calls for new customers.