Flow and Silicon Valley Bank are partnering to offer our clients comprehensive investing services, from fund creation and bank account setup, 1 to investor management and capital distributions.
Service | Standard |
---|---|
Formation | |
Flow Template Fund Documents | |
Digitize Client Provided Fund Documents | Custom |
Side Letters | |
Entity Formation and Maintenance | Custom |
Registered Agent | |
EIN and Bank Account Setup | |
Form D Filing | |
Blue Sky Filing | Custom |
Entity Good Standing | |
Initial Capital Call | |
Maintenance | |
Manage payment of fund fees and expenses | |
Maintain GAAP/tax-basis financial and accounting books and records | |
Prepare annual unaudited financials | |
Complete annual tax reporting and distribute K1s | |
Subsequent capital calls and distributions | |
Transfers of ownership and redemptions | Custom |
Follow-on investments | Custom |
Audit support | Custom |
Quarterly audited or unaudited financials | Custom |
Get Started |
Join the hundreds of organizations raising and managing SPVs, venture capital and private equity funds on Flow.
Integrated Law Firms, Fund Administrators and Banks
Clients
LPs
in Assets Managed on Flow
Flow streamlines raising and operating funds by connecting participants and the workflows between them.
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