Frequently Asked Questions

General Questions

What is Fund Flow?

Fund Flow is a real-estate fund management platform built for operators (GPs, syndicators, fund managers) and their investors (LPs). It combines a CRM, deal pipeline, loan tracker, investor portal, and AI-powered communication tools in one platform — replacing the disconnected spreadsheets, email threads, and document folders that most operators rely on today.

Who is Fund Flow designed for?

Fund Flow serves two primary audiences:

• Operators — General partners, syndicators, family offices, and fund managers who raise capital, manage deals, track loans, and communicate with investors.
• Investors — Limited partners and passive investors who want a clean portal to view their holdings, access documents, sign agreements, and track distributions.

Any team size works: solo operators managing a handful of LPs all the way to mid-market fund managers with hundreds of investors.

What can operators do in Fund Flow?

Operators get a full-stack operations platform:

• CRM — Contact management, deal pipelines, investor segments, and outreach sequences
• Deal management — Create deals, track capital raises, attach documents, and share public-facing deal pages
• Loan tracking — Record loan terms, payment schedules, and outstanding balances
• Documents — Generate, share, and e-sign offering documents, K-1s, and agreements
• Investor communication — Send email updates, manage inboxes via Gmail integration, and build message templates
• AI tools — Automate repetitive tasks, draft communications, and surface insights with the AI Command Center
• Reporting — Export data, build segments, and track key metrics on the operator dashboard

What can investors do in the investor portal?

Investors access a dedicated portal that shows:

• Current holdings, committed capital, and investment performance
• Distribution history and upcoming payment schedules
• All documents shared by the operator (K-1s, subscription agreements, updates)
• The ability to upload requested documents and e-sign agreements
• A profile and notification preferences

Onboarding & Setup

How long does onboarding take?

Most operators are fully set up within one business day. The typical steps are:

1. Create your organization and invite team members
2. Import existing contacts via CSV (AI-assisted field mapping)
3. Create your first deal and configure your loan portfolio
4. Connect Gmail for two-way email sync
5. Customize document templates and branding

The AI-assisted data import reduces manual entry significantly. For teams migrating from spreadsheets, the average import-to-go-live time is under two hours.

Does Fund Flow help with data migration?

Yes. Fund Flow includes an AI-powered CSV importer that maps your existing spreadsheet columns to the correct fields automatically. It handles contacts, deals, and investor records. For larger migrations or custom formats, the support team can assist with bulk imports.

Features & Integrations

Does Fund Flow integrate with Gmail?

Yes. Fund Flow has a native Gmail integration that allows operators and investors to connect their Google account for two-way email sync. Emails are threaded alongside the relevant contact records so your CRM stays current without manual logging. You can connect Gmail in Settings > Integrations.

Does Fund Flow support e-signatures?

Yes. Operators can send documents for e-signature directly from the platform. Investors receive an email link, review the document, and sign electronically. A full audit trail (timestamps, IP addresses, signer identity) is stored with every executed document.

Are there built-in document templates?

Yes. Fund Flow includes customizable templates for common real-estate syndication documents including subscription agreements, operating agreements, capital call notices, and distribution notices. Templates support dynamic fields that auto-populate from deal and investor data.

Can I create a public deal page for my investors?

Yes. Each deal can have a branded public-facing page (at a URL like fundflow.com/p/your-org/deal-name) that you share with prospective investors. The page displays deal highlights, projected returns, documents, and a call-to-action. You control what is visible and when the page is active.

AI Tools

What AI features does Fund Flow include?

The AI Command Center gives operators access to:

• AI drafting — Draft investor update emails, follow-up messages, and document text from a short prompt
• Automated actions — The AI agent can execute routine tasks (sending emails, updating contact records, creating tasks) with operator approval
• Exception queue — Flags unusual situations for human review before the AI acts
• Learned rules — Train the AI on your preferences so recurring decisions get handled automatically over time
• Context questions — The AI asks clarifying questions before executing ambiguous instructions

Is my data used to train AI models?

No. Your deal data, investor information, and documents are never used to train shared AI models. AI processing happens within your organization's isolated context. See the Security & Compliance page for full details.

Pricing & Plans

What pricing plans does Fund Flow offer?

Fund Flow offers tiered subscription plans based on the number of contacts, deals, and team members. All plans include the core CRM, deal management, investor portal, and document features. Higher tiers unlock AI tools, advanced reporting, and priority support. See the pricing page at fundflow.com/pricing for current plan details.

Is there a free trial?

Yes. Fund Flow offers a free trial so you can explore the platform before committing. The trial includes full access to core features. No credit card is required to start. You can upgrade to a paid plan at any time from Settings > Billing.

Are subscription payments refundable?

Subscription fees are non-refundable once a billing period has started. If you cancel, your access continues until the end of the current billing cycle. Annual subscribers who cancel within 14 days of renewal may contact support to discuss options.

Team & Collaboration

Can I invite my team to Fund Flow?

Yes. Operators can invite team members from Settings > Team. Fund Flow supports multiple roles:

• Owner — Full access, billing management
• Admin — Manage contacts, deals, documents, team (no billing)
• Member — Standard CRM and deal access
• Analyst — Read-only access to deals and reports
• Investor — Investor portal only

Does Fund Flow support multiple organizations?

Each account belongs to one organization. If you manage multiple funds or entities, you can create separate organizations under different accounts. The support team can advise on the best structure for your workflow.

Security & Compliance

Is Fund Flow SOC 2 compliant?

Fund Flow is built on infrastructure that meets enterprise security standards including AES-256-GCM encryption at rest, TLS 1.3 in transit, and row-level security for all database access. For a full breakdown of security controls, see Security & Compliance.

How does Fund Flow handle Regulation D compliance?

Fund Flow supports Reg D workflows including investor accreditation tracking, document collection, and audit trails. The platform is a tool for managing your operations — it does not provide legal or securities advice. Always consult qualified legal counsel for compliance matters.