01 / GP SIDE
Fund managers
Capital calls, distributions, investor reporting, documents and bank reconciliation. We start with the workflow that takes your team the most time.
FUNDFLOW · CUSTOM SOFTWARE
Custom back-office software with AI agents
We build one database for your investments, investors, cashflows and documents, set up around how your team already works. On top of it: document intake, bank reconciliation, reporting and an AI agent.
For PE and VC funds, fund administrators, investment offices and family offices.
DEMO
The app on iPhone and web
A recorded walk-through on sample data, first on iPhone and then on the web. Select a chapter to jump to it.
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01 · Agent
Agent home screen
The home screen is a chat, with suggested questions about forecasts, liquidity, allocation and risk.
AI agent
An AI agent on top of your data
Every build includes an agent that works on the same database. You ask a question in plain language, and it retrieves the data, runs tested calculations and can draft documents. Figures always come from those calculations, and each one links to its source.
fundflow agent online
Example questions
Run KYC on Meridian Capital before their next drawdown
Forecast my cash low-point across every portfolio
Show me TVPI, DPI and IRR across every fund
Draft the Q2 distribution notice for Fund II
Model a scenario where exits slip two quarters
Interactive demos
Examples of workflows we build
Each tab shows a workflow on sample data. In a real build, these are set up around your funds and processes.
fundflow agent online
Select a question above to see the answer
WHO WE WORK WITH
Fund managers and investment offices
02 / LP SIDE
Investment & family offices
Commitments, cash planning, valuations and performance across portfolios. We start with the overview your team needs most.
HOW WE WORK
We start with one workflow and expand from there
- 01
Current process
You show us the spreadsheets, documents and handoffs, and we choose a starting point together.
- 02
Scope
We agree on the data, calculations, integrations and review steps the build needs.
- 03
Review
We walk through the result with your team before expanding it, and agree which steps the software handles and which steps people check.
INTEGRATIONS AND HOSTING
Connected to the tools you already use
Email, documents, bank accounts and existing systems such as your CRM are part of the scope. We agree which connections the build needs, who has access, and where it is hosted: by fundflow or in your own environment.
CONTACT
Tell us where your process takes the most time
Send us a short description. We'll reply within one business day to plan a call.
Get in touch