Welcome to Fund Flow Docs
Select your role to get started with Fund Flow.
For Operators
Manage deals, track loans, and communicate with investors.
For Investors
View your holdings, access K-1s, and track performance.
Account & Security
Manage your profile, password, and security settings.
Getting Started
Operator Guide
- Create Deal
- Deal Lifecycle
- Syndications
- Loan Tracker
- Loan Payments
- AI Assistant
- Marketing Pages
- AI Features
- Integrations
- Automations
- Landing Pages
- Managing Contacts
- Sending Updates
- Email Marketing
- SMS Messaging
- Data Import
- Document Management
- Task Management
- Generating Reports
- Building Pitch Decks
- Segmentation
- Team Management
- Billing
- Dashboard