Generic CRMs were built for SaaS sales teams
Fund FlowFund Flow was built for operators raising private capital. Every feature, every workflow, every automation is designed for how you actually work.
INVESTOR CRM
Not Another CRM. An Autonomous Operating System.
Unlimited contacts. Pipeline management. Communication hub. Document signing. All in one place -- with AI that actually does the work.
BUILT FOR OPERATORS
A CRM that understands capital raising.
Pipeline stages that don't match how you raise
Fund FlowPre-built pipeline stages for capital raising with drag-and-drop management. See your entire raise at a glance with custom stages for your workflow.
Compliance tracking scattered across spreadsheets
Fund Flow506(b) compliance tracking on every contact, investor accreditation status management, and fund-specific document templates — all in one place.
CORE FEATURES
Everything you need. Nothing you don't.
Contact management with smart tags
Unlimited contacts with automatic tagging based on behavior, engagement, and deal stage. Know exactly where every investor stands.
Deal pipeline with drag-and-drop
Visual pipeline management. Drag investors between stages. See your entire raise at a glance. Custom stages for your workflow.
Communication hub
Email, SMS, and WhatsApp from one inbox. Every conversation tied to the contact record. No more switching between platforms.
Document signing and templates
Send subscription agreements, PPMs, and operating agreements for e-signature. Pre-built templates for common fund documents.
Automated workflows
Trigger actions based on events. New contact added? Auto-send welcome sequence. Investor signs? Auto-update pipeline and notify your team.
Smart sequences
Multi-step outreach sequences that pause when a contact replies. Personalized at scale with Flow AI message drafting.
BUILT FOR OPERATORS
A CRM that understands capital raising.
- Pre-built pipeline stages for capital raising
- 506(b) compliance tracking on every contact
- Investor accreditation status management
- Fund-specific document templates
- Distribution and K-1 tracking per investor
AUTOMATION
Set it up once. Let it run forever.
New lead workflow
Contact added from lender database or import. Auto-tagged, auto-sequenced, compliance status set. Flow AI begins relationship building.
Investment workflow
Investor commits. Auto-send subscription docs for e-signature. Update pipeline. Notify team. Log in compliance trail. All automatic.
Re-engagement workflow
No activity in 30 days? Auto-trigger a personalized check-in from Flow AI. Different message, different angle, same authentic voice.
Distribution workflow
Distribution calculated. Auto-generate investor statements. Send via email. Update portal. Log K-1 status. One click, done.
THE COMPARISON
Fund Flow vs. everything else.
| Feature | Generic sales CRM | Investor CRM |
|---|---|---|
| Pre-built capital raising pipeline stages | ||
| 506(b) compliance tracking built in | ||
| AI outreach included | ||
| Document signing built in | ||
| Private lender database access | ||
| Fund administration built in | ||
| Setup in minutes |
Start free.
100 contacts free. No credit card. See why operators with zero churn trust Fund Flow OS.