Harvey + Carta for Real estate operators. Replacing $200/yr IR teams with AI. Serve your investors. Automate your Raise. Scale your fund. 🚀 Join the movement:
Charlotte, NC
Joined September 2025
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The AI assistant for raising capital and managing investors in real estate.
Think Harvey + Carta From your First Flip to their Final Fund
"Who changed that?"... answered forever.
Track every create, update, and delete across:
→ Contacts
→ Deals
→ Loans
With timestamps. Before/after values. Full accountability.
Admins can access it in the Organizations tab.
Your CRM finally has receipts.
Already have investor data somewhere else?
Upload it on your profile page.
One of our developers will personally convert it into Fund Flow, no clunky imports, no broken fields, no headaches.
We'll handle the heavy lifting. You just show up.
We ship every week at Fund Flow.
Not announcements.
Not "coming soon."
Actual features. In production. Ready to use.
This week? We dropped 6 updates that'll make your investor management feel like cheating.
Here's what's new 🧵
Fund Flow is better as a team sport.
You can now:
→ Invite your team members as operators
→ Manage everything from the Organizations tab
Your assistant, partner, capital raiser, everyone in one place.
Stop rewriting the same investor email 47 times.
Create reusable templates with:
→ Visual drag-and-drop builder
→ Personalization placeholders (investor name, deal info, etc.)
→ Direct connection to your automations
Write it once. Personalize it automatically.
Investor follow-ups are now on autopilot.
Build workflows that trigger emails when:
→ A new deal gets created
→ An investor gets added to a loan
→ Any event you define
Add delays. Set conditionals. Run A/B tests.
You design the workflow once. Flow runs it forever.
