Who do I contact today and what do I say?
Fund FlowEvery morning, Flow AI analyzes your pipeline and tells you exactly who to contact, what to say, and why. No more guessing which investors need attention.
Flow AI Employee
Your $150K IR Coordinator. For $97/month.
Flow AI tells you who to contact, drafts messages in your voice, sends automatically, and follows up if no response. Your investor relations — on autopilot.
24/7Never sleeps
SECCompliance-aware
10xFaster replies
0Missed follow-ups
THREE AI ROLES
One employee. Three critical functions.
Maintaining every investor relationship is impossible at scale
Fund FlowMaintains every investor relationship simultaneously. Birthday messages, quarterly updates, deal announcements — all personalized, all automated, all in your voice.
One wrong message can violate 506(b)/(c) rules
Fund FlowScreens every outbound message for compliance. Blocks risky outreach to non-substantive contacts. Creates SEC-ready audit trails automatically.
CAPABILITIES
Everything your IR hire would do. And more.
Message drafting in your voice
Flow AI learns your communication style from past messages. Every draft sounds like you wrote it — because it was trained on how you actually talk.
Suggest-then-approve or fully autonomous
Start with approval mode where you review every message. As trust builds, switch to autonomous mode and let Flow AI handle outreach end-to-end.
Multi-channel outreach
Send via email, SMS, or WhatsApp — all from one platform. Flow AI picks the best channel based on each contact's engagement history.
Smart follow-up sequences
No response after 3 days? Flow AI sends a follow-up. Still nothing after 7? A different angle. It nurtures until they engage or you say stop.
Compliance screening
506(b)/(c) language checks, accredited-investor gating, and audit trails on every AI-generated message.
Answer diligence questions
Pulls from your deal docs, PPMs, and past Q&A to answer investor questions with sources cited.
OUTCOMES
What it feels like after 30 days
- Your inbox is under 20 instead of over 200
- Every investor hears from you on cadence
- Diligence questions answered in hours, not days
- Soft-commit pipeline stays warm without your attention
HOW IT LEARNS
Starts cautious. Earns your trust.
Approval mode
Flow AI drafts every message and waits for your approval. You edit, refine, and teach it your preferences. It learns from every correction.
Guided autonomy
After enough approved messages, Flow AI starts handling routine follow-ups automatically. You still approve first-touch outreach and high-stakes communications.
Full autonomy
Flow AI manages your entire investor communication pipeline. You review weekly summaries instead of individual messages. Override anytime.
COMPARE
Generic AI vs. Flow AI
| Feature | Generic AI assistants | Flow AI |
|---|---|---|
| Knows 506(b) vs 506(c) language | ||
| Aware of soft-commit phrasing | ||
| Learns from your approvals | ||
| Audit trail per message | ||
| Compliance guardrails | ||
| Trained on capital raising |
FAQ
Questions operators ask before turning it on
Frequently Asked Questions
Everything you need to know about getting started with Fund Flow. View all FAQs →
Not by default. Every reply is queued for your approval. After a few weeks of training you can opt individual thread types into autopilot, but compliance-sensitive content always queues for review.
Flow AI routes to the best model for each task. You don't pick — we do. Compliance-sensitive drafts always use a model we've reviewed for that class of content.
Yes. Flow AI has deal-level awareness of 506(b) vs. 506(c) status and adjusts language and recipient rules accordingly. Attorney-reviewed prompts.
Your emails and deal data stay in your workspace. We don't train a shared model on your content.
Try Flow AI free.
See what an autonomous IR coordinator can do for your capital raise. No credit card required.