Flow offers an open-platform software solution that links fund managers, limited partners, law firms, fund administrators, auditors and banks to simplify the creation, raising and management of private market funds. The system replaces antiquated, fragmented workflows with a unified interface that delivers greater transparency and faster decision-making across the private-capital ecosystem. More than 200 customers manage over $5 billion in assets on Flow, and the platform already supports 10,000+ investors. Annual recurring revenue has increased more than 250% year-over-year, driven largely by referrals from existing investors using the product. Founded by Brendan Marshall and Adrian Ortiz and headquartered in San Francisco, the company was incubated with Quiet Capital and Endurance Companies. With new capital in hand, Flow plans to accelerate product development and integrated services while deepening relationships with law firms, fund administrators, auditors and banks. The team believes its technology will lower barriers to entry and foster more inclusive participation in the multi-trillion-dollar private markets.

Total raised

$20M

Funding rounds

1

Latest round

Series A

Latest activity

Feb 2022