Floww · FlowwFunds: run your fund, not your back office

The challenge

Big-fund expectations. A first-time back office.

Investors judge a manager by the process before they judge the thesis. Emerging funds carry the same admin and compliance load as institutions, without the team to run it.

LPs expect more than email

PDF subscription packs, email updates and spreadsheet reporting signal a first-time fund. LPs expect a professional portal and real-time reporting.

The tools don't talk to each other

A CRM for LPs, a data room for diligence, spreadsheets for commitments and inboxes for everything else. Every handover between them is manual.

Compliance lands on day one

Investor eligibility, KYC and AML, marketing rules and audit trails. Each adds cost and time, and each is a place to get it wrong.

The cost burden

Five vendors. Five contracts.
One spreadsheet holding it together.

The real comparison isn't another platform, it's the stack you would otherwise build: a law firm, a fund administrator, a banking and custody relationship and your own operations time. Sourced from published market rates, here is roughly what a single cross-border vehicle runs before the first close. Floww replaces it with one counterparty, one fee schedule and one compliance relationship.

Indicative third-party costs, per vehicle

Legal formation & documentation $12k–$25k
Fund administration, first year $8k–$15k
Banking & custody $3k–$6k
Broker-dealer or placement cover Per deal
Your operations time 40–60 hrs
Assembled separately $23k–$46k+

Indicative figures sourced from published market rates, to be confirmed. Excludes your own operations time.

The package

The Floww Fund Package. Everything, managed.

Consultancy, setup and compliance, with regulated distribution across the US and UK, under one fee. From first conversation to first close.

Fund consultancy

Strategy, terms, fees and target LP profile, worked through with a team that has built and run funds.

Fund setup & onboarding

Your fund built on Floww: profile, fund page, data room, subscription flow and LP permissions.

Compliance overview

Investor eligibility, marketing jurisdictions, KYC, AML and promotion rules mapped for your raise.

Fund materials review

Deck, terms and track record, reviewed the way an LP will read them, before anything goes out.

Distribution & roadshow

A Showroom listing plus one hosted fund webinar, promoted to the network and recorded for follow-up.

Capital introduction

Introductions to qualified investors in the Floww network, matched on mandate and cheque size.

The Floww Fund Package runs as a six-month engagement.

Our technology

Everything a fund has to run, on one platform.

Superior technology and regulation in one place. Your LPs onboard once with the investor passport and are accepted across every Floww deal and fund.

Superior technology to set up, run and manage a fund, in one place.

Onboarding & the investor passport

Digital KYC, KYB and AML, verified once and reused across every SPV and fund, in both markets.

LP portal & reporting

A white-label portal and native iOS app with real-time NAV, capital calls, distributions and performance per LP.

Data room

Access-controlled, secure file storage with granular per-LP and per-folder permissions.

LP CRM & engagement

Pipeline and commitment tracking, segmented updates and analytics on who is engaging and how.

Compliance & audit

Compliance workflows and a full audit trail built into every action, on an event-based architecture.

Payments & fund ledger

Fees, carry and LP flows with a reconciled fund ledger and real-time NAV across multi-close structures.

The timeline

Signed in week one, live in week two.

Then roadshow, introductions and close. A named fund lead runs the engagement end to end.

01
Kickoff and consultancy

Engagement signed, onboarding checks opened and a named fund lead assigned. First strategy session on terms and target LPs.
02
Fund setup

We build your fund profile, fund page and data room, and set LP permissions.
03
Materials and compliance

Written feedback on your deck and terms, the compliance overview, then one round of revision.
04
Promotion sign-off

Everything LP-facing is reviewed and signed off by Floww's regulated entities. Your Showroom listing goes live.
05
Roadshow and introductions

A hosted fund roadshow to our coverage list, then targeted LP introductions begin.
06
Onboarding and close

LPs verified, subscriptions signed and commitments tracked to first close and beyond.

Additional services

Add regulated layers as the mandate grows.

The package gets you launched and raising. When you need regulated infrastructure, add it on the same platform, with no switching and no re-onboarding. Quoted fund by fund with counsel.

Regulated custody

Custody and a managed certificate programme through Floww Trust Company, governed by the JFSC and FCA. EIS and SEIS preserved, certificate-level secondaries enabled. UK.

AIFM & fund structuring

Where a regulated manager is needed, Floww can act as AIFM, with fund legal structuring (IMA, KIID, prospectus), the AIF application and filing, and marketing-jurisdiction registration. UK.

Full fund operations

Capital calls and subscription processing, escrow, investment warehousing, automated exit and distribution handling, and jurisdiction-specific tax documentation.

Structuring review

Bring your own vehicle or move to Floww as manager. A rolling structure stacks closes without re-papering, and Luxembourg or Irish options are scoped where they fit.

Only need part of it?

Take the technology, or start with a single deal.

The fund package is one way in. If you are earlier, two of its building blocks stand on their own.

FlowwOS, on its own

Already have your AIFM and custody in place? Run the platform standalone: LP onboarding, portal, data room, CRM and reporting, with no regulatory wrapper required.

Start with SPVs

Not ready for a named fund? Run single-asset SPVs across the UK and US, verify investors once, and carry the LP base and track record into a fund when you raise.

FAQs. Your questions, answered.

Emerging managers raising Fund I or II, with a first close still ahead and a track record ready to present. It covers professional and accredited investors, not retail.
Your fund deck, terms and documents, track record, entity documents and one point of contact. About four hours a week; the process work sits with us.
No. We review your deck, terms and track record the way an LP will read them, and you keep editorial control.
No. The platform builds and runs your fund infrastructure. Promotion sign-off, client money and regulated arranging sit with Floww's regulated entities, and structuring is confirmed fund by fund with counsel.
The platform continues month to month, and you can add regulated layers, custody, AIFM and full fund operations, as the mandate grows, on the same platform.
Yes. We onboard the fund you have and flag anything that limits who you can market to. Where a change is needed, we scope it.

Licences

Regulated from launch to close. Licensed entities, US and UK.

The platform builds and runs your fund infrastructure; it does not approve promotions, hold client money or execute a trade. Those sit with Floww Private Markets US Inc. (FINRA/SIPC), Floww Markets Limited (FCA) and Floww Trust Company (JFSC/FCA custody).

See our licences

Contact

Launch, run and raise
your next fund.

Tell us where you are. We map your raise to the package, walk the detail and come back with next steps.

Run your fund.Not your back office.