Company Website

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Ratings and Reviews 2 Ratings

What is Flow?

Flow's open architecture establishes a vital link between investment managers, their limited partners, and a variety of service providers. The platform features an extensive array of integrated solutions such as virtual data rooms, investor onboarding, and investor portals, collectively simplifying the management of limited partner relationships across the entire investment lifecycle. By enabling secure document exchanges and streamlining the onboarding experience with digital fund subscriptions, Flow acts as a centralized hub for fund reporting and communication. Its adaptable API and open-architecture technology facilitate smooth integration with external vendors, greatly enhancing operational efficiency. Trust is placed in Flow by over 20,000 limited partners and more than 300 private investment firms, all seeking to improve the limited partner experience by reducing operational burdens and encouraging more robust engagement among stakeholders. Furthermore, Flow guarantees that every fund stakeholder has access to a unified source of truth for critical fund reporting, documentation, and communication, which amplifies its significance in the investment domain. This all-encompassing strategy not only boosts transparency but also fortifies the overall relationships between all parties involved. Ultimately, this interconnected approach cultivates a more collaborative environment that benefits everyone engaged in the investment process.

What is B2i?

B2i Technologies offers customizable, fully integrated corporate and investor relations website solutions built to provide full control and seamless connectivity. Our platform is developed to fit naturally within a company’s existing corporate website, instead of requiring a move to a proprietary hosting platform. With modular data components, ready-to-use APIs, and a dedicated WordPress plugin, we deliver complete investor relations capabilities directly inside your existing digital framework. Unlike many competing providers that place IR content on proprietary systems or separate subdomains, our approach takes a different path.

Media

Media

Integrations Supported

Puntt AI
SendGrid

Integrations Supported

Puntt AI
SendGrid

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$125 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Flow

Company Location

United States

Company Website

flowinc.com

Company Facts

Organization Name

B2i Technologies, Inc.

Date Founded

2000

Company Location

United States

Company Website

www.b2itech.com

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Financial Data APIs

Effortlessly integrate real-time investor relations data and tailor-made content into any website without the need to switch platforms, courtesy of our innovative IR data widgets. With B2i’s IROffice tools, updates are quick and straightforward. Our data widgets are specifically crafted for publicly traded companies. Reasons Why Teams Prefer B2i Widgets Unlike other data widgets that solely provide automated feeds like SEC filings or stock prices, B2i’s DataAnywhere and IROffice allow you to showcase and oversee any content you desire. With IROffice, your investor relations team—or ours—can handle both automated and manual content without needing developers. This translates to reduced time, expenses, and complexities in managing your investor relations website. Enhance your current website while elevating your investor relations experience Rapid implementation without the expenses of a complete overhaul Dependable, compliant investor relations data delivered in real-time Reduced reliance on vendors and increased control for your team Lower annual expenses compared to full-site vendor solutions Dedicated support from real professionals—no tickets, no waiting.

Investor Relations

Your platform serves as a primary resource for investors, analysts, and stakeholders seeking information. B2i offers an all-in-one solution that consolidates your corporate and investor relations (IR) content seamlessly. We specialize in designing, hosting, and providing comprehensive support for your website through our dedicated corporate IR design services. A Cohesive Website Crafted to Enhance Your Entire Organization Ownership is key—you retain complete control, not the vendor. Whether it's your team or ours, updating content is a breeze with our intuitive, point-and-click IROffice portal. No technical expertise or access to the main site is required, ensuring that your content remains up-to-date without complicating website management. What Our Custom IR Website Services Include: - A contemporary corporate design that reflects your brand identity and is entirely under your ownership. - Integrated IR data feeds that provide access to financial information, filings, news updates, email alerts, and more. - A secure and dependable hosting environment with continuous monitoring, available 24/7/365. - Consistent support with no need for ticketing or long waiting times—just genuine assistance from real professionals.

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Whistleblowing

B2i offers a confidential whistleblower hotline and a secure online form designed to assist with compliance in corporate governance.

Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation

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