AI Features Overview

Fund Flow's suite of AI tools helps real estate operators save hours of manual writing and analysis by generating professional content from your existing deal and investor data.

AI Token System

Every AI-powered action consumes tokens from your plan's monthly allowance.

Tokens reset on the first of each billing cycle. You can monitor your remaining balance under Settings > AI Usage.

AI Email Hub

The AI Email Hub drafts investor-ready emails in seconds using your deal financials, contact history, and selected writing style.

Email Types

The hub supports four distinct email categories:

1. Outreach — Cold or warm introduction emails to new leads, tailored to the contact's investment preferences.
2. Follow-Up — Timed follow-ups referencing prior interactions or deal activity in the contact's timeline.
3. Deal Announcement — Broadcast a new opportunity with key financials (IRR, equity multiple, minimum investment) embedded automatically.
4. Re-Engagement — Reconnect with dormant contacts using personalized language based on their profile and last interaction date.

Writing Styles

Select a style before generating to match your brand voice:

• StoryBrand — Positions the investor as the hero overcoming a financial challenge, with your deal as the solution. Ideal for educational, trust-building outreach.
• Hormozi — Direct, value-dense, offer-first language modeled on high-conversion copy frameworks. Best for time-sensitive deal announcements.
• Professional — Neutral, formal tone suitable for institutional contacts, family offices, and compliance-sensitive communications.

Using the AI Email Hub

1. Navigate to CRM > Contacts and open a contact record, or open the Email tab of a specific deal.
2. Click ✨ AI Email Hub.
3. Choose an Email Type and a Writing Style.
4. Review the pre-populated context (deal name, financials, contact name) and adjust if needed.
5. Click Generate Draft.
6. Edit the result in the rich-text editor, then click Use This Email to load it into the composer.

AI Fund Summary Generator

Produce a polished investor-facing summary of your fund or deal from structured financial data. The generator outputs four formats:

1. Executive Summary — One-page narrative covering strategy, target returns, and risk profile. Suitable for email attachments or the top of a pitch deck.
2. Bullet-Point Brief — Scannable highlights for busy investors who prefer data over prose.
3. LP Memo — Formal limited partner memorandum format with sections for investment thesis, market context, team, and exit strategy.
4. Social Post — Short-form content for LinkedIn or X, highlighting the opportunity in under 280 characters (Professional plan).

How to Generate

1. Open a Deal or navigate to Settings > Fund Profile.
2. Click Generate Summary.
3. Select the desired output format.
4. Review, edit, and copy or export to PDF.

AI Deal Scoring

Deal Scoring produces a composite 0–100 score across five weighted dimensions, giving you an at-a-glance quality signal for any deal.

Scoring Dimensions

Interpreting Scores

• 80–100: Institutional-grade — strong across all dimensions.
• 60–79: Solid deal with minor weaknesses worth discussing with investors.
• 40–59: Material risk factors present; review flagged dimensions carefully.
• Below 40: Significant structural or financial concerns; likely not LP-ready.

Running a Score

1. Open any deal with complete financial data.
2. Click AI Score in the deal header.
3. View the radar chart breakdown and per-dimension commentary.
4. Share the score report with your team or include it in deal review notes.

AI Objection Crusher

The Objection Crusher generates persuasive, fact-based responses to common investor objections so you are always prepared for the hard questions.

How It Works

1. From any deal or contact record, click AI Tools > Objection Crusher.
2. Select or type the objection (e.g., "The IRR seems too optimistic" or "I'm not comfortable with the leverage").
3. The AI generates a structured response using your deal's actual data.
4. Copy the response to your clipboard or save it to the deal's notes.

Common objection categories handled: return assumptions, market timing, operator experience, liquidity concerns, and fee structures.

AI Persona Generator

Build a detailed investor persona from a contact's profile, communication history, and stated preferences to guide your outreach strategy.

Generated Persona Includes

• Archetype — e.g., "The Conservative Yield Seeker" or "The Growth-Oriented Syndicator"
• Preferred Communication Style — Formal, data-heavy, or relationship-first
• Investment Triggers — What motivates commitment decisions (e.g., strong sponsor track record, downside protection)
• Likely Objections — Predicted concerns based on profile data
• Recommended Next Action — Suggested outreach type and timing

How to Generate

1. Open a contact with at least 30 days of interaction history or a completed profile.
2. Click AI Tools > Generate Persona.
3. Review the persona card and save it to the contact record.

Frequently Asked Questions

Do unused AI tokens roll over each month? No. Tokens reset at the start of each billing cycle and do not accumulate.

Can I upgrade my token allowance without changing plans? Not at this time. To access more tokens, upgrade to a higher plan.

Does AI-generated content get sent automatically? No. All AI outputs are drafts that require your review and explicit send/save action before anything is delivered to investors.

What data does the AI use? The AI references only your organization's data within Fund Flow — deal financials, contact profiles, and communication history. No data is shared across organizations.