Raise capital with confidence.
A CRM built specifically for fund operators. Track every interaction, preference, and investment with your investor network.
Every feature designed specifically for managing investor relationships.
See everything about an investor in one place: investments, documents, communications, and activity history.
Create dynamic segments based on investment history, preferences, location, and custom criteria.
Track every interaction, email, meeting, and document in a complete activity feed.
Record preferred asset classes, investment ranges, risk tolerance, and geographic preferences.
Create follow-up tasks, set reminders, and never let an opportunity slip through.
AI-powered scoring to identify your most engaged and valuable investor relationships.
Bring your existing contacts into Fund Flow in minutes.
Bulk import from spreadsheets
Auto-add from email contacts
Import professional connections
Add contacts one by one
Create dynamic segments to target the right investors at the right time.
Net worth > $5M, accredited
2+ investments in past year
Preference = Multifamily
Location = TX
Every interaction automatically logged and organized.
Opened deal announcement
Scheduled intro call
Viewed subscription docs
Committed $250K
Never miss context with complete investor history at your fingertips.
Reach the right investors with smart segmentation.
Automatic activity logging means less manual data entry.
Seamlessly integrates with your existing workflow.
Import your contacts and see the power of a purpose-built investor CRM.