Introducing FlowwOS

The operating system
for running deals and funds.

The technology behind the Floww Group. Deal creation through to settlement, with full analytics and the audit trail built in.

What FlowwOS runs

Deal creation to settlement, in one system.

Where most operators stitch a data room, a CRM, a signing tool and a fund admin together, FlowwOS runs deal creation, distribution, execution, custody and reporting in one place. Every step is auditable, nothing is re-keyed between tools and the data stays in one structure from first view to final statement.

A FlowwOS deal page
Deal creation & distribution

From creation to close, in one place.

Build a compelling deal, distribute it under control and run the raise from soft-commit to settlement.

Deal pages that do the selling.

Build interactive deal and content pages with terms, financials, PDFs, data and video. Secure, access-controlled and fully auditable.

See Floww on your deals
  • Branded and white-label The page carries your identity, not ours. Investors see your firm at every step.
  • Terms and financials The numbers, the structure and the paperwork on the page itself, instead of a folder the investor has to go hunting through.
  • Embedded video and data Play the founder pitch and show live metrics in the flow of the page, so the story lands before the download does.
  • NDA gates Hold the sensitive documents behind a signature, with the vault tracking every file and every version.
  • A full audit trail Every view, download and signature recorded, so compliance questions have answers before they are asked.
  • Links and QR codes Issue a separate link per channel or per room, each with its own permissions and its own reporting.

Distribute widely. Control tightly.

Share across Floww or trusted external networks and keep full control of visibility, permissions and economics.

See Floww on your deals
  • Instant showrooms Stand up a private, branded space for a deal in minutes rather than briefing a web team.
  • Per-link permissions Decide what each recipient can see, download or forward, and change it after you have sent it.
  • Open or closed networks Distribute inside Floww, out to your own list, or both, without the deal leaving your control.
  • An orderbook Soft commits, allocations and scale-backs handled in one place instead of a spreadsheet and an inbox.
  • Your data, your economics Floww never takes the relationship or the carry. The investor list stays yours.
  • Who saw what A record of every recipient and every action, down to the second, exportable when someone asks.

Know who's interested, and when.

Real-time engagement analytics on everything you share, so you know exactly when to follow up.

See Floww on your deals
  • Views and downloads See what is being read and what is being ignored, by section rather than by page.
  • Per-investor activity Follow one investor's whole history with the deal, from first open to final signature.
  • Interest capture Soft commits and expressions of interest recorded in the deal rather than in your inbox.
  • Segment and prioritise Sort by cheque size, geography or engagement, so the follow-up list writes itself.
  • Real-time alerts Know the moment a target investor returns to the term sheet, while the interest is still warm.
  • Exportable reports Take the numbers into a board pack or an LP update without rebuilding them by hand.

Verify once. Reuse everywhere.

Automated AML/KYC and an investor passport, so investors verify once and reuse it across every future deal.

See Floww on your deals
  • Automated AML and KYC Checks run in the background as the investor onboards, rather than as a manual review after the fact.
  • Accreditation checks US accreditation and UK self-certification handled in the flow, with the right test applied per jurisdiction.
  • A reusable passport One completed profile that travels with the investor across every deal on the platform.
  • No re-onboarding The second deal opens straight to the subscribe button, which is where most raises lose people.
  • Compliant by construction The flow is built to the rules of the market the investor sits in, so nothing needs unpicking later.
  • Audit-ready records Every check, document and decision stored in the form a regulator or an auditor expects to see it.
What Floww does

Six tools behind every deal.

Craft your story

Interactive pages with terms, financials, data and video.

Showrooms

Launch a branded, private space to distribute deals in minutes.

Access controls

Granular permissions on every page, link and document.

Orderbook

Run the raise from soft-commit to close in one flow.

Network management

Share across Floww or external networks, on your terms.

Native iOS LP app

Investors discover, track and invest from their phone.

Spotlight

Launch a showroom in minutes.

A showroom is a self-contained, branded space where your network discovers and engages with your deals securely.

Your deals, in a branded space

Spin up a showroom in minutes, control exactly who sees what and track every interaction. It is the intuitive front door to your deal flow, on your brand, on Floww's regulated rails.

  • Branded and white-label
  • Private or networked distribution
  • Per-visitor access controls
  • Engagement tracked end to end
A FlowwOS showroom
Portfolio management · for fund managers

Run your fund. Not your back office.

Pipeline, portfolio and LP relationships on the same regulated stack that runs your deals, automated from first close to final exit.

Pipeline and portfolio, one view.

Manage dealflow, monitor portfolio performance and keep your investment team aligned, with company data fed in live.

See Floww on your deals
  • Dealflow pipeline Every opportunity and its stage in one view, so the investment team stops reconciling three trackers.
  • Portfolio dashboards Performance across the whole book, updating as companies report rather than at quarter end.
  • Financials, KPIs and ESG Structured company data in one schema, so two portfolio companies can actually be compared.
  • Live, structured data Companies submit into the same fields every time, which is what makes the roll-up trustworthy.
  • One view for the team Partners, analysts and operations working from the same record instead of forwarding versions.
  • Exportable reporting Board packs and LP updates built from the live data rather than reassembled by hand.

LPs see their positions without asking.

Give LPs a live, transparent view of their positions on a native iOS app and web portal, white-labelled to your brand.

See Floww on your deals
  • iOS app and web portal LPs check their position from a phone, which is where most of them will actually look.
  • Real-time NAV Valuations update as they change, so the answer is current whenever an LP asks for it.
  • Capital-call notices Calls arrive in the app with the amount, the deadline and the payment detail attached.
  • DPI, IRR and MOIC The metrics LPs judge you on, calculated consistently and available without a request.
  • A secure document vault Statements, agreements and tax documents in one place, still there at re-up time.
  • White-labelled throughout Your brand on every screen and every notification. Floww does not appear.

Fund operations, automated.

Digital onboarding, KYC/AML, capital calls, distributions and a reconciled fund ledger, automated from first close to final exit.

See Floww on your deals
  • Digital onboarding Subscription documents completed and signed in the app, with no printing, posting or chasing.
  • KYC and AML end to end Checks and refreshes handled across the life of the fund, not just at first close.
  • Calls and distributions Issue, track and reconcile both from the same ledger the LPs are looking at.
  • A reconciled ledger Every movement matched and dated, so the administrator and the manager see one number.
  • Real-time NAV Valuations flow through to LP statements as they change rather than at quarter end.
  • Waterfall and exits Distribution logic modelled once and applied at exit, including carry and hurdles.

Co-investments and secondaries.

Permissioned deal rooms, term sheets and capital calls in one place. Managed certificates make positions secondary-market ready.

See Floww on your deals
  • Permissioned deal rooms Bring co-investors into a single deal without giving them sight of the rest of the fund.
  • Term sheets and calls The paperwork and the money movement for a co-invest handled in the same place as the fund.
  • Managed certificates Positions held in a form that can be transferred, which is what makes a secondary possible at all.
  • Secondary-ready positions An LP wanting liquidity has somewhere to go, once the SEC-registered venue arrives in 2026.
  • EIS and SEIS preserved UK tax reliefs survive the structure, so a co-invest does not cost your investors their relief.
  • No restructuring Co-investments and secondaries run on the fund you already have, not a new one.
What Floww does

Six tools behind every fund.

Portfolio reporting

Company financials, KPIs and ESG fed in as live data.

Real-time NAV

Position tracking and a reconciled fund ledger.

Capital calls & distributions

Fee collection, carry and LP capital flows, automated.

LP CRM

Every LP relationship current, auditable and easy to manage.

Managed certificates

Depositary receipts, secondary-ready, EIS/SEIS preserved.

Fund admin integrations

Salesforce sync and pre-built fund-admin connections.

See it in action

Book a workshop. See FlowwOS on your own deals.

We'll walk the live platform, map it to your workflow and give you a sandbox to try.