Fund Flow has everything you need to find capital, manage investors, and run your fund in one easy to use platform.
Harvey + Carta for real estate private capital — from your first flip to your final fund.
Too big for spreadsheets. Too small for enterprise platforms. Built for the operators in between.
The problem
You're not losing because your deals are bad. You're losing because you don't have the same tools the big guys have. Until now.
"I need $800K in 14 days. I've tapped out my network and I don't know where to look." The external problem is the capital gap. The internal one is the feeling that you don't belong in rooms where money moves.
Fund Flow:9 million county-verified private lender records. Search, enrich, reach out, close capital — in minutes.
"I know they were interested — I just never followed up in time." You're not disorganized. You're under-tooled. Enterprise IR teams cost $60K–$150K/year. You don't have that. Yet.
Fund Flow:Flow AI tells you who to contact today, drafts messages in your voice, and follows up automatically.
"I want to launch my first syndication but I've been quoted $15K–$30K and 6 months by attorneys." Professional fund infrastructure was gatekept behind enterprise budgets. That's not a you problem — it's an industry problem we're fixing.
Fund Flow:7-Day Syndication — SEC attorney-reviewed PPM, OA, and Sub Docs for $6,500.
Why we built this
Fund Flow OS was built by operators who lived this problem. The enterprise tools — Juniper Square, Yardi, Agora — they're built for funds with $40K/year budgets and full-time IR teams. The spreadsheet crowd is flying blind. The 250,000+ operators in between? Nobody built anything for them.
That changes here. Professional-grade capital raising infrastructure — AI, compliance, lender data, fund admin — for the price of a software subscription. This is what Wall Street access should look like for everyone.
Platform
We don't help you manage investor relationships — we DO it for you. Flow AI replaces the $60K–$150K/year staff you'd hire to do this work.
9 million county-verified private lender records — every private lender in the US who's written a check. Search by state, loan amount, property type, and recency. Enrich with verified phone and email. Reach out with Flow AI.
See it in action
From empty dashboard to funded deals — scroll to explore every stage.
Why operators switch
Professional-grade infrastructure for the price of a software subscription.
Everything you need
Private Lender Database. Flow AI. Flow Guard. Investor CRM. Deal Management. Fund Tracking. Loan Servicing. 7-Day Syndications. Fund Administration. Investor Portal. Reporting. Landing Pages.
From zero to funded
Scroll to explore — then start free.
Why operators switch
cheaper than Juniper Square ($40K–$100K/yr)
7-day syndication vs. $30K and 6 months
verified private lender records
/yr replaces $60K IR coordinator
Solutions
Too big for spreadsheets. Too small for enterprise platforms. That's 250K+ operators — and we built this for you.
You've tapped out your network and need $800K in 14 days. Search our database of 9M verified private lenders — filter by state, loan amount, property type. Enrich and reach out in minutes.
Import your contacts. Flow tells you who to call today to close your raise. Drafts messages in your voice. Follows up if no response. You never lose another investor to a missed email.
Start with lender data and the CRM. When you're ready to launch your first fund, we handle the 7-Day Syndication ($6,500) and fund administration. One platform, every stage.
How it works
No implementation team. No six-month rollout. Most operators are raising capital in their first session.
Search 9M county-verified private lenders — or import your existing contacts. Fund Flow maps your entire network and tells you exactly where new capital is hiding.
Wake up to a daily action list. Flow tells you who to call, drafts the message in your voice, sends it, and follows up automatically. You stop missing investors. You stop leaving money on the table.
Track commitments in real time. Launch your syndication in 7 days for $6,500. Run fund admin, investor reporting, and distributions from the same dashboard. This is what a professional fund operation looks like.
"Wake up. Flow AI ran 12 follow-ups overnight. Three investors replied. Your raise is at 78%. Your compliance log is clean. Your fund launches in 7 days." — This is what winning looks like on Fund Flow.
Testimonials
Real operators. Real results. Zero churn since launch.
This is amazing, dude. It's so slick and clean. I would love for my people to hear all about this. This is phenomenal.
This is a genius idea! I love how it's going to help us organize our deals, loans, and investor relationships. Game-changer for our business.
Really impressive! I can see how this would be super helpful for anyone raising capital. I love the smart matching and investor portal features.
Why Fund Flow
9 million connections
Every node is a verified private lender. Every connection is an opportunity. Hover over a profile to explore.
Pricing
Start free. Upgrade when the pain is real. Data credits included in every paid plan.
One missed $100K investor = 28 years of Fund Flow subscription.
Juniper Square: $40K–$100K/yr. Part-time IR coordinator: $40K–$60K/yr. Traditional fund admin: 40–50 bps. We start at $97/mo with AI built in.
SEC attorney-reviewed PPM, Operating Agreement, and Subscription Agreements. $6,500 flat. Not $30K.
$6,500Distributions, waterfall calculations, investor reporting. $500–$1,500/mo Year 1 flat fee. AUM-based Year 2+.
From $500/moDone-for-you investor acquisition system. Lead magnets, VSL funnels, email nurture, engagement scoring.
From $4,997Everything you need to know about getting started with Fund Flow. View all FAQs →
A CRM shows you a list of contacts. Fund Flow OS tells you exactly who to contact today, drafts messages in your voice, sends them automatically, follows up if no response, and blocks risky messages for compliance. Plus, we have 9 million verified private lender records — no other CRM helps you FIND new capital.
9 million county-verified private lender records — every person who's written a private lending check in the US. Search by state, loan amount, property type, and recency. Enrich with verified phone and email using data credits. Then reach out via Flow AI with messages tailored to your deal. It's 34x cheaper than skip-traced alternatives.
Flow AI serves three roles: Chief of Staff (daily action list — what to do today to move capital), IR Manager (maintains every investor relationship at scale via automated sequences), and Compliance Guard (506(b)/506(c) tracking). It starts with suggest-and-approve, and can progress to fully autonomous sequences as you build trust.
A guided wizard that generates your PPM, Operating Agreement, and Subscription Agreements from your deal data — all SEC attorney-reviewed by our embedded securities attorney. $6,500 flat fee, 7 days. Traditional firms charge $15K–$30K and take months. Your entire fund launches and lives inside Fund Flow OS.
Flow Guard is our compliance engine for 506(b) and 506(c) fundraising. Every contact gets a Red (no relationship), Yellow (building), or Green (substantive) status. Flow AI automatically restricts what can be sent based on status. It logs every interaction and builds the evidence trail that protects you if the SEC ever asks. Leaving Fund Flow means losing that entire compliance history.
Yes. Upload CSV files with your existing investor contacts, deal information, and loan data. Fund Flow organizes everything into the right categories automatically. If you're migrating from Juniper Square, InvestNext, or Agora, we handle full data migration — investor records, distributions, compliance timelines. Most users are fully set up in hours.
Every day without Fund Flow is another investor falling through the cracks. Start free. See the difference in your first session.
#DiversifyWallStreet
of $82 trillion in US assets under management
is not managed by women or minorities.
We're building the infrastructure to change that.
Powering the next generation of capital raisers with AI that works as hard as they do.
