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Fund Flow OS

FOR SYNDICATORS

Launch Your Syndication in 7 Days. Not 7 Months.

Other attorneys charge $15K-$30K and take months. Fund Flow's 7-Day Syndication gets you SEC-compliant docs, a live investor portal, and automated compliance for $6,500.

Launch Your SyndicationSee Pricing
Fund Flow investor portal and syndication management for syndicators
7 daysTo launch your syndication
$6,5007-Day Syndication package
506(b)/(c)SEC-compliant workflows
$0Credit card needed to start

THE PROBLEM

Why most syndications never launch

$15K-$30K fund formation

Fund FlowSecurities attorneys charge a fortune and take 60-90 days. By the time your docs are ready, the deal is gone. Fund Flow delivers SEC-attorney-reviewed PPM, Operating Agreement, and Subscription Documents in 7 days for $6,500.

Compliance anxiety

Fund Flow506(b) vs 506(c). Accredited vs sophisticated. Substantive relationships. One mistake and you're facing SEC enforcement. Flow Guard automates relationship tracking, substantive proof logging, and real-time compliance scoring so you never guess.

Investor management chaos

Fund FlowSubscription docs in email. Capital calls in spreadsheets. Distribution calculations by hand. It breaks at 10 investors. Fund Flow consolidates everything — onboarding, capital calls, distributions, K-1s — in one platform.

BUILT FOR SYNDICATORS

Features that close your raise

PPM / OA / Sub Docs generation

SEC-attorney-reviewed offering documents generated and customized for your deal. No more $20K legal bills for boilerplate.

506(b) relationship tracking

Every investor interaction timestamped and logged. Substantive relationship proof built automatically as you communicate.

Capital call automation

Send capital calls, track commitments vs. funded amounts, and automate reminders. No more chasing investors for wires.

AI-powered investor outreach

Flow AI drafts personalized messages to your investor list. Multi-channel sequences across email, SMS, and WhatsApp.

Automated investor updates

Quarterly reports, distribution notices, and K-1 delivery. Professional communications that build investor trust.

9M+ private lender search

Find new investors beyond your existing network. Search by location, investment size, and asset class preference.

THE SOLUTION

Launch fast. Stay compliant. Scale with confidence.

Fund Flow replaces your attorney's 90-day timeline, your spreadsheet back office, and your compliance guesswork with a single platform built for syndicators.

  • 7-Day Syndication ($6,500) — PPM, Operating Agreement, and Subscription Documents reviewed by SEC attorneys. Ready to raise in one week.
  • Flow Guard compliance — Automated 506(b) relationship tracking, substantive proof logging, and real-time compliance scoring.
  • Investor portal — White-labeled dashboard where investors view performance, access documents, and track distributions.
  • Distribution management — Waterfall calculations, automated distribution payments, and investor statements generated instantly.

HOW IT WORKS

Three steps to your first raise.

Generate your offering documents

SEC-attorney-reviewed PPM, Operating Agreement, and Subscription Documents customized for your deal. Ready in 7 days, not 90.

Onboard investors and track compliance

Flow Guard timestamps every investor interaction and builds substantive relationship proof automatically. Raise with confidence.

Manage capital, distributions, and reporting

Send capital calls, calculate waterfall distributions, and deliver K-1s from one platform. No spreadsheets. No chaos.

Your syndication launches this week.

7 days from now, you could have SEC-compliant docs, a live portal, and capital flowing in.

Launch Your SyndicationSee Pricing