Quick Start Guide

This guide walks you through setting up Fund Flow from scratch. Most operators are fully onboarded within 30 minutes.

Step 1: Create Your Account

1. Go to fundflowos.com and click Sign Up
2. Enter your email and create a password
3. Verify your email address via the confirmation link
4. Choose your plan — start with Free to explore, or jump to Standard ($97/mo) for full CRM features

Step 2: Set Up Your Organization

After signing in, complete your organization profile:

1. Enter your Company Name and Legal Entity Name
2. Add your EIN/Tax ID (appears on generated documents)
3. Upload your company logo (optional — used on investor-facing pages)
4. Set your Business Address (used for document generation and compliance)

Step 3: Connect Integrations

Navigate to Settings to connect your key integrations:

• Gmail: Email sync for communication tracking (Standard+ plan)
• Twilio: SMS messaging to contacts (requires A2P 10DLC registration)
• Cal.com: Scheduling links for investor meetings
• Documenso: E-signatures (built-in, no setup needed)
• Plaid: ACH payment processing for loans
• Stripe: Subscription billing (auto-configured)

Step 4: Import Your Contacts

If you have an existing investor database:

1. Navigate to CRM > Contacts
2. Click Import and download the CSV template
3. Fill in your data (up to 10,000 records per batch)
4. Upload and map your columns — Fund Flow's AI auto-maps common field names
5. Review and confirm the import

You can also add contacts manually one at a time via the + Add Contact button.

Step 5: Create Your First Deal

1. Navigate to Deals and click + New Deal
2. Select your Deal Type (Rehab or Acquisition)
3. Enter the deal name, property details, and financial targets
4. Set your Target Amount, Purchase Price, and Projected IRR
5. Add terms including property address and key dates
6. Use the AI Generator to draft your investment description
7. Click Save Changes

Your deal starts in Draft status. When ready, update it to Active to begin fundraising.

Step 6: Set Up Loans

If your deal involves debt financing:

1. Open your deal and go to the Loans tab
2. Click + Add Loan and select a lender from your contacts
3. Enter loan terms: principal, interest rate, term, and payment structure
4. Fund Flow auto-generates a projected payment schedule

Step 7: Create Document Templates

Automate your paperwork:

1. Go to Documents > Templates
2. Upload a base DOCX file (e.g., NDA, Subscription Agreement)
3. Map dynamic fields like {{investor.name}}, {{deal.title}}
4. Set signer roles for e-signature workflows
5. Generate and send documents directly from any deal or contact page

Step 8: Explore AI Features

Fund Flow's AI assistant can help you:

• Generate deal descriptions from your financial inputs
• Score deals across 5 dimensions (financial, market, execution, sponsor, structure)
• Draft investor emails in multiple styles (StoryBrand, Hormozi, Professional)
• Answer questions about your portfolio via the chat interface
• Generate pitch decks with AI-powered content (Professional plan)

Access the AI assistant by clicking the chat icon in the bottom-right corner of any page.

Next Steps

• Managing Contacts — Organize your investor database
• Creating a Deal — Detailed deal setup guide
• Document Management — Template and e-signature workflows
• AI Features — Get the most out of AI tools