The AI Ecosystem to
Raise, Manage, and Deploy
Capital with Confidence
Different roles, different challenges, specialized solutions. Select your path below to discover the tools built specifically for your capital needs.
Not sure which path fits you? or
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Direct Support
White-Glove Setup
Each path above leads to a specialized solution designed for your specific challenges.
Choose your path above and discover why 1,200+ professionals trust Fund Flow OS.
Capital Raisers
For real estate operators, fix & flippers, developers & fund managers to automate capital raising
Lenders
Originate private loans with automated underwriting and risk management
Micro Funds
Simple asset, Micro Funds - the modern evolution beyond old school syndications
Marketplace
Connect with capital partners nationwide and expand your network
Works with the tools you already use:
No need to replace your existing workflows. Fund Flow connects seamlessly with your current tech stack.
- Centralize
- Automate
- Scale
AI-Powered Capital Raising
Not generic ChatGPT replies — purpose-built AI trained on fund ops, investor psychology, and compliance.
AI analyzes your deals and matches them with the right investors.
Choose your voice; AI crafts personalized emails that convert.
From first interest to closing, coordinate follow-ups and requests.
Flag issues, maintain audit trails, and move fast safely.
All AI outputs require your approval before sending.
See Fund Flow OS in Action
Dashboard Preview
Real-Time Capital Raising Dashboard
Get complete visibility into your fund-raising progress with live metrics, investor commitment tracking, and analytics.
Pipeline Interface
Visual Investor Pipeline
Drag and drop investors through customizable stages while AI suggests next actions and timing.
AI Email Interface
AI-Powered Capital Raising Tools
Generate compelling investor communications that sound authentic to your voice.
Plus investor portals, lending, follow-ups, and integrations
Trusted Across All Capital Operations
From first-time fundraisers to institutional operators
Faster Deal Closes
Email Response Rate
Saved Per Week
Compliance Score
What customers say
“The platform transformed how we manage capital operations.”
Michael R.
Fund Manager, Real Estate Capital
“Complete visibility and control over our operations.”
Sarah C.
Capital Raiser, Private Equity
“The intelligent automation boosted our success rates.”
David W.
General Partner, Investment Fund
Replace 10+ Tools. Save $50K+ Per Year.
Stop paying for separate CRM, email, legal docs, compliance, lending, and analytics tools.
Before Fund Flow
Annual Costs:
- • $30K–50K per fund setup
- • $500–$2,000+/mo software subscriptions
- • 10+ hours/week manual follow-ups
With Fund Flow
🤖 AI Superpowers:
- • Find best investors with AI matching
- • Auto-write personalized emails
- • Predict deal success rates
- • Smart follow-up recommendations
Your Savings:
- • $47K+ saved on setup costs
- • $1,500+/mo saved on software
- • 10+ hours/week back in your schedule
Simple pricing that scales with your success
Start free, upgrade when you're ready. No hidden fees.
For small funds getting started
- Up to 500 contacts
- Basic email templates
- Simple investor portal
- Core integrations (3)
- Email support
Complete capital raising platform
Save $1,164/year vs buying separately
- Unlimited contacts & AI matching
- Advanced automation workflows
- AI email writer (5 styles)
- Full compliance & audit suite
- White-glove onboarding & training
- All integrations & API access
For large fund families
- Everything in Professional
- Multi-tenant architecture
- Custom integrations
- Dedicated success manager
- SLA & phone support
No credit card required. Full access to all features.
Lending Suite
Complete loan origination, underwriting, and portfolio management for alternative lending operations
What's Included
Per organization
Requires Professional plan
Frequently Asked Questions
How is this different from Salesforce or HubSpot?
Generic CRMs were built for sales teams, not fund managers. Fund Flow includes fund-specific features and AI.
Is my data secure and compliant?
Bank-grade encryption, tenant isolation, SOC 2 alignment, A2P 10DLC compliant SMS with dedicated numbers.
How quickly can I get set up?
Most customers are up and running in under 2 hours with white-glove onboarding.
What if I don't like it?
7-day free trial; cancel within 30 days for a full refund. No contracts.
Ready to raise capital with confidence?
Join fund managers who’ve automated operations and scaled with Fund Flow OS.
Questions? Email hello@fundflowos.com or call (555) FUND-FLOW