Total Updates
50
Months Active
35
Avg per Month
1
Stay up to date with the latest features, improvements, and fixes.
Issue capital calls with pro-rata allocation across fund investors, including management fee calculation and payment tracking.
Configure waterfall tiers (preferred return, GP catch-up, profit split) and execute investor distributions with scheduled or on-demand payouts.
Create, configure, and manage investment funds through a multi-step wizard with lifecycle status transitions and draft support.
Added support for 7-day syndications, enabling operators to manage smaller investment vehicles alongside standard syndications.
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.
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.
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.
Investors can now see their loan payment schedules and payment history directly in their holdings dashboard.
Automatically apply late fees to overdue payments, or add them manually. View, track, and waive fees from the loan details page.
Create, save, and reuse loan configurations as templates—set up similar loans faster without re-entering the same terms each time.
Fixed an issue where email notifications were not being sent for certain deal status changes.
Optimized database queries for deal listings and contact search, resulting in 40% faster page loads.
Fixed a vulnerability in authentication token validation that could allow session hijacking in certain edge cases.
Operators can export deal room documents with one click, including redacted investor-ready bundles.
Added advanced filtering by status, IRR, and date range on the investor dashboard for better portfolio analysis.
GPT-4o powered support with context awareness, instant answers, knowledge base integration, and multi-language support.
White-label your investor portal with self-serve branding, custom subdomains, drag-and-drop dashboard configuration, and granular access controls.
Launched the most advanced investor portal with AI-powered subscription funnel, fraud detection, and intelligent investment recommendations based on risk profiles.
Updated payment plan options with improved flexibility, clearer pricing tiers, and enhanced billing management features.
Added comprehensive onboarding experience to guide new operators through account setup, team configuration, and initial deal creation.
Submit feedback and feature requests directly from the platform
Request, track, and collect documents from investors systematically
Create immersive 3D landing pages with interactive visuals
AI-powered quality scoring for contact engagement and conversion potential
Track soft commitments and investor interest before deal closing
Seamless meeting scheduling with embedded calendar links
Create custom landing pages for deals and capital raising campaigns
Create reusable templates for email and SMS outreach campaigns
Two-way SMS messaging with investors and contacts
Unified inbox for all email and SMS communications with contacts
Secure document sharing and e-signature collection from investors
E-signature integration with Documenso for legal documents and contracts
Create and track tasks linked to contacts, deals, and loans
Multi-user organizations with granular role-based permissions
Build automated workflows to streamline repetitive tasks
Create dynamic contact segments for targeted outreach and analytics
Automated loan payment tracking with amortization schedules
Upload and share deal pitch decks with investors
Generate custom reports for contacts, deals, and loan performance
Create and publish blog posts to engage with your investor community
Invite team members and manage organization permissions
Flexible tagging system for contacts, deals, and loans
Two-way email sync with Gmail for seamless contact communication
Track and manage investment holdings with real-time performance metrics
Dedicated investor dashboard with holdings, opportunities, and portfolio analytics
AI-powered assistant for deal analysis, contact insights, and automated workflows
Subscription management and payment processing with Stripe
Comprehensive dashboard with key metrics, charts, and performance tracking
Secure user authentication and role-based access control
Initial release of FundFlow - real estate CRM with contacts, deals, and loans management
