Enterprise tools, enterprise prices
Fund FlowJuniper Square, InvestNext, and Agora charge $40K-$100K/year. That's your entire first-year management fee going to software.
Fund Managers
The Operating System for Your Fund.
Juniper Square charges $40K-$100K/year. You're duct-taping five tools together. Fund Flow gives you institutional fund infrastructure at operator prices.
The problem
Fund management shouldn't cost six figures
Five tools duct-taped together
Fund FlowCRM for investors. Spreadsheet for distributions. DocuSign for subs. Email for updates. Nothing talks to anything else.
Investor reporting nightmare
Fund FlowQuarterly reports take a week. K-1 distribution is a manual process. Your investors are emailing you asking for updates you should have already sent.
The solution
Everything your fund needs. One platform.
Full fund administration, investor relations, compliance, and AI-powered operations.
Full fund administration
NAV calculations, capital accounts, waterfall distributions, and investor allocations. Back office on autopilot with flat-fee pricing Year 1.
White-labeled investor portal
Your brand. Your domain. Investors log in to view performance, documents, distributions, and tax forms. Professional. Institutional. Yours.
Distribution engine
Preferred returns, catch-up provisions, and promote splits calculated automatically. Generate distribution notices and process payments in clicks.
K-1 tracking and delivery
Track K-1 preparation status, deliver to investors through the portal, and maintain a complete audit trail. No more March madness.
Flow Guard compliance
506(b) relationship tracking, accreditation verification, substantive proof logging, and real-time compliance scoring across your entire fund.
AI-powered investor relations
Flow AI drafts investor updates, answers LP questions, schedules follow-ups, and ensures no investor falls through the cracks. 5x AI capacity on Fund tier.
Easy migration
Switch in days, not months
Our migration team imports your investor data, historical transactions, documents, and fund structures. Your investors get a seamless transition with zero downtime. Most migrations complete in 5-7 business days.
- Migrate from Juniper Square
- Migrate from InvestNext
- Migrate from Agora
- Migrate from AppFolio
- Migrate from spreadsheets
The math
Institutional infrastructure. Operator pricing.
Juniper Square / InvestNext
$40K–$100K per year plus implementation fees.
Fund Flow OS
$500/month — everything included.
Stop paying enterprise prices
Stop paying enterprise prices for tools that should be accessible to every fund manager.
Your fund deserves better infrastructure.
Same capabilities as $100K platforms. Built for operators who are building something real.