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Guides, how-tos, and reference — organized by what you came here to do. Jump straight to the docs section you need.
Getting started
Import contacts, set up your first deal, and invite your team.
Read moreFlow AI
Connect your inbox, approve your first drafts, and tune the model to your voice.
Read moreCompliance (Flow Guard)
506(b) vs 506(c), accredited-investor verification, audit trails.
Read moreLender database
Search, filters, AI match ranking, and credits.
Read moreInvestor CRM
Relationship timeline, soft commits, pipelines.
Read moreDeals & funds
Deal rooms, pitch decks, subscriptions, distributions, K-1s.
Read moreBilling & plans
Upgrade, downgrade, data credits, and invoices.
Read moreIntegrations
Gmail, Outlook, Stripe, and custom webhooks.
Read moreAPI & developers
REST API, webhooks, and data export.
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