# FundFlow OS — Complete Reference

> The AI assistant that raises capital while you close deals.

FundFlow is a purpose-built CRM and investor relations platform for real estate operators. It replaces spreadsheets, generic CRMs like HubSpot or Salesforce, and expensive IR hires with AI-powered tools designed specifically for capital raising, deal management, and investor communications.

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## Platform Overview

FundFlow serves two user types:

**Operators (GPs)** — Real estate sponsors, syndicators, fund managers, and capital raisers who manage deals and investors.

**Investors (LPs)** — Limited partners and accredited investors who invest in real estate deals through the operator's portal.

### Key Differentiators
- AI-powered automation: chatbot, pitch deck generation, landing page builder, automated workflows
- Purpose-built for real estate: waterfall distribution calculations, 506(b)/506(c) compliance, investor accreditation
- All-in-one platform: CRM, documents, e-signatures, email, SMS, investor portal, loan management
- Free tier available with no credit card required

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## Features — Detailed Descriptions

### Deal Management (/features/deal-management)
Create and manage investment opportunities with comprehensive deal pipelines. Track deals from LOI to close with automated status updates. Configure waterfall distribution terms including preferred returns, equity multiples, IRR hurdles, and promote splits. The platform calculates distributions automatically based on deal terms.

### Investor CRM (/features/contact-crm)
Full-featured investor relationship management. Store up to 5,000 contacts with communication history, investment preferences, accreditation status, and activity timelines. Dynamic segmentation lets you group investors by criteria and personalize outreach at scale.

### AI Automation (/features/ai-automation)
AI chatbot for natural language queries and task assistance. AI generates professional pitch decks from deal data. AI creates conversion-optimized landing pages for deals. Automated workflows with conditional logic, wait steps, and investor behavior triggers.

### Document Signing (/features/document-signing)
Digital document management with e-signature integration (DocuSign). Generate subscription agreements, PPMs, and custom templates with merge fields. Investors can sign from anywhere. Supports investor document requests and compliance tracking.

### Email Integration (/features/email-integration)
Gmail sync sends and tracks emails directly from FundFlow. All communications automatically logged to contact records. Email open and click tracking (Professional plan). Reusable email templates with merge fields for personalization.

### Investor Portal (/features/investor-portal)
Self-service portal for LPs. Dashboard showing portfolio performance, active investments, pending opportunities, tax documents (K-1s), and distribution history — all updated in real time. Reduces back-and-forth emails during tax season.

### Reporting & Analytics (/features/reporting-analytics)
Real-time insights into capital raising performance. Track investor engagement, deal progress, and key metrics with customizable dashboard widgets. Generate investor reports and K-1 summaries automatically.

### Pitch Decks (/features/pitch-decks)
AI-generated professional investor presentations from deal data. Create compelling pitch decks in minutes instead of hours. Tailored to each deal and investor audience.

### Landing Page Builder (/features/landing-page-builder)
Create beautiful, conversion-optimized landing pages for deals. Capture investor interest with professional designs. AI can generate copy and optimize for conversions.

### Loan Management (/features/loan-management)
Track private loans with payment schedules, interest calculations, and investor payouts. Manage the full lifecycle from origination to payoff. Automated late fee calculations and payment processing.

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## Pricing

FundFlow offers three plans, all billed monthly:

### Free Plan — $0/month
- 5 active deals, 100 total deals
- 100 contacts
- 5 loans
- Dashboard analytics & manual tasks
- 2 contact segments
- 1 automation workflow
- 1 landing page
- No credit card required

### Standard Plan — $97/month
- 25 active deals, 200 total deals
- 500 contacts
- 20 loans
- 25 documents for e-signature
- Gmail sync
- AI chatbot
- 100 monthly AI tokens
- 10 contact segments
- 5 automation workflows
- 3 landing pages
- 15 email templates

### Professional Plan — $297/month
- 200 active deals, 1,000 total deals
- 5,000 contacts
- 100 loans
- 500 documents for e-signature
- 5 team collaborators
- Gmail sync + email open/click tracking
- SMS number included
- AI chatbot + AI pitch decks + AI landing pages
- Premium AI up to 500 then Standard
- 50 contact segments
- 80 automation workflows
- 30 landing pages
- 200 email templates
- Contact meetings
- Priority support

### Pricing FAQ
- **Free trial?** Yes — the Free plan is free forever, no credit card needed.
- **Cancel anytime?** Yes — no contracts or cancellation fees.
- **Annual billing?** Coming soon. Currently monthly only.
- **Payment methods:** Visa, Mastercard, American Express via Stripe.
- **Plan switching:** Upgrades take effect immediately (prorated). Downgrades at end of billing cycle.

Full pricing details: /pricing

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## Frequently Asked Questions

### Getting Started
**What is FundFlow?**
An AI-powered CRM built specifically for real estate operators. Replaces spreadsheets, generic CRMs, and expensive IR hires with purpose-built tools for managing investors, deals, documents, and communications.

**How quickly can I get started?**
Most operators are up and running in under an hour. Import contacts, connect Gmail, and start sending.

**Is this for small operators?**
Yes. The free plan is designed for solo operators with 10-20 investors. FundFlow grows with you.

### Features
**How is this different from HubSpot or Salesforce?**
FundFlow is purpose-built for real estate operators with investor matching, pitch deck generation, distribution tracking, and an investor portal out of the box. No consultants or custom development needed.

**How do waterfall distributions work?**
Configure deal terms once (preferred returns, equity multiples, IRR hurdles, promote splits) and the platform calculates distributions automatically for every payout.

**Can investors access K-1 documents?**
Yes. The investor portal gives LPs self-service access to tax documents, K-1s, distribution statements, and investment performance.

### Compliance & Security
**Can FundFlow handle 506(c) offerings?**
Yes. Supports both 506(b) and 506(c) with automated accreditation verification, document management, and compliance tracking.

**How is data protected?**
Encrypted in transit and at rest. Role-based access controls, multi-factor authentication, continuous monitoring. Hosted on Vercel with enterprise-grade infrastructure.

**What happens to my data if I cancel?**
You own your data. Export everything to CSV anytime — contacts, deals, communications, documents.

Full FAQ: /faq

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## Integrations

- **Stripe** — Payment processing for subscriptions, capital calls
- **DocuSign** — E-signature for subscription agreements and documents
- **Gmail** — Email sync, send/receive directly from CRM
- **Plaid** — Bank account verification for ACH payments
- **CSV Import/Export** — Bulk data import and export

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## Compliance Data

FundFlow provides state-specific compliance information for real estate syndications:

### Series LLC States (Domestic Formation)
| State | Year | Filing Fee | Annual Fee |
|-------|------|------------|------------|
| Delaware | 1996 | $200 | $300 |
| Texas | 2009 | $300 | $0 |
| Illinois | 2005 | $150 | $75 |
| Utah | 2014 | $150 | $20 |
| Florida | 2026 | $500 | $138.75 |

### Blue Sky Filing Fees
| State | Required | Fee | Processing |
|-------|----------|-----|------------|
| Arizona | No | $0 | N/A |
| Colorado | No | $0 | N/A |
| Illinois | Yes | $100 | 1-2 weeks |
| Utah | Yes | $150 | 1-2 weeks |
| Delaware | Yes | $200 | 1-2 weeks |
| Georgia | Yes | $250 | 2-3 weeks |
| California | Yes | $300 | 2-4 weeks |
| Texas | Yes | $300 | 2-3 weeks |
| Florida | Yes | $500 | 3-4 weeks |
| New York | Yes | $1,200 | 4-6 weeks |

State-specific guides: /for/flippers/{state} and /for/syndicators/{state}

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## Competitor Comparisons

| Competitor | Key Difference | Page |
|-----------|---------------|------|
| Juniper Square | FundFlow: AI automation + modern UI at lower cost. JS: enterprise fund admin | /vs/juniper-square |
| AppFolio | FundFlow: fund/syndication management. AppFolio: property management | /vs/appfolio |
| Yardi | FundFlow: modern UX + AI. Yardi: enterprise legacy system | /vs/yardi-investment-manager |
| InvestNext | FundFlow: full CRM + AI. InvestNext: equity management only | /vs/investnext |
| Covercy | FundFlow: more automation + pitch decks. Covercy: payment focus | /vs/covercy |
| Agora | FundFlow: stronger AI features. Agora: similar positioning | /vs/agora |
| Cash Flow Portal | FundFlow: all-in-one platform. CFP: simpler toolset | /vs/cash-flow-portal |
| Argus Enterprise | FundFlow: fund management. Argus: property valuation | /vs/argus-enterprise |
| RealPage | FundFlow: fund management. RealPage: property operations | /vs/realpage |

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## Documentation

Help center available at /docs with guides for operators and investors:

### For Operators
- /docs/guides/quickstart — Getting started in under an hour
- /docs/operator/deals/creating-a-deal — Step-by-step deal creation
- /docs/operator/deals/managing-lifecycle — Deal lifecycle management
- /docs/operator/crm/managing-contacts — Investor CRM guide
- /docs/operator/crm/sending-updates — Investor communication
- /docs/operator/fundraising/segments — Contact segmentation
- /docs/operator/loans/tracking-loans — Loan management
- /docs/operator/loans/processing-payments — Payment processing
- /docs/operator/operations/documents — Document management
- /docs/operator/operations/reports — Reporting guide
- /docs/operator/operations/tasks — Task management
- /docs/operator/admin/billing — Billing and subscriptions
- /docs/operator/admin/team-management — Team collaboration
- /docs/operator/advanced/ai-analysis — AI analysis features
- /docs/operator/advanced/deal-pages — Deal landing pages

### For Investors
- /docs/investor/onboarding/setup-profile — Profile setup
- /docs/investor/portal/viewing-holdings — Portfolio dashboard

### Reference
- /docs/reference/glossary — Industry terminology
- /docs/features/deal-management — Deal management reference

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## All Pages

### Marketing
- / — Homepage
- /landing — Product overview with features, pricing, testimonials
- /pricing — Detailed pricing plans and feature comparison
- /faq — Frequently asked questions (6 categories, 19 questions)
- /about — Company story and mission
- /blog — Capital raising insights and guides
- /capital-raisers — Solutions for capital raisers
- /syndications — Syndication management solutions
- /investors — Investor portal overview
- /affiliates — Affiliate program
- /changelog — Product updates and releases
- /genesis — Origin story
- /fire — Interactive product demo

### Features
- /features/ai-automation
- /features/contact-crm
- /features/deal-management
- /features/document-signing
- /features/email-integration
- /features/investor-portal
- /features/landing-page-builder
- /features/loan-management
- /features/pitch-decks
- /features/reporting-analytics

### Legal
- /privacy — Privacy policy
- /terms — Terms of service
- /security — Security practices

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## Technical Information

- **Platform:** Web application built with Next.js 15, React 19, TypeScript
- **Database:** PostgreSQL with Drizzle ORM
- **Hosting:** Vercel with enterprise-grade infrastructure
- **Security:** SSL/TLS encryption, role-based access controls, MFA
- **Integrations:** Stripe, Plaid, DocuSign, Gmail
- **AI:** Multi-model AI with GPT-4o, Claude, and specialized agents

## Company

- **Website:** https://fundflowos.com
- **LinkedIn:** https://www.linkedin.com/company/fundflowos
- **X (Twitter):** https://x.com/fundflowos
- **Instagram:** https://www.instagram.com/fundflowos
- **YouTube:** https://www.youtube.com/@fundflowos
- **TikTok:** https://www.tiktok.com/@fundflowos
- **Support:** support@fundflowos.com