# FundFlo

> The AI Native OS for Fund Administration. One platform replacing fund accounting, capital raising, distributions, compliance, and investor reporting. Full control. Zero stress.

FundFlo is the AI-native operating system for fund administrators and managers. It replaces the patchwork of spreadsheets, legacy fund admin tools, PDF onboarding, and disconnected investor portals with a single connected platform. Built in Australia for AU/NZ/SG/UK/US private capital markets.

**Core promise:** Instant Operations. Immutable Records. Capital calls, distributions, statements, and reporting in minutes — every action logged, every record auditable, every update instant.

## Why FundFlo

- **Built for Speed** — Capital calls drafted in under 5 minutes. NAV updated in real time. Quarter-end in hours, not weeks.
- **AI-Native by Design** — Workflow automation, document generation, exception handling, investor Q&A built around AI from day one. Not bolted onto legacy software.
- **Every Change Tracked** — Every transaction, distribution, and update logged immutably with who, what, when, and why.
- **One Platform, Every Operation** — Fund accounting, capital raising, onboarding, KYC/AML, capital calls, distributions, reporting, investor portal — all in one OS.
- **Audit-Ready by Default** — Auditors self-serve via permissioned login. Trace every NAV figure to source in one click. AFSL, AMIT, ASIC reporting auto-generated.

## Positioning vs Competitors

Caruso paired software with services. FundFlo built the OS that makes both obsolete. Where Carta calls itself a "Connected ERP for private capital" and Juniper Square offers "Universal investment lifecycle management," FundFlo is the AI-native fund OS — replacing every tool, spreadsheet, and outsourced service across the fund lifecycle.

## Platform Modules

- [Investor Onboarding](https://getfundflo.com/features/investor-onboarding): Onboard investors in hours. Digital subscriptions, AML/KYC, and accreditation in one workflow.
- [Capital Raising](https://getfundflo.com/features/capital-raising): Close faster. Close cleaner. Digital subscriptions, dynamic data rooms, fundraising dashboards.
- [Fund Registry](https://getfundflo.com/features/fund-registry): Central register of units and holdings with full audit trail and certified extracts on demand.
- [Capital Calls & Distributions](https://getfundflo.com/features/capital-calls): From call to wire, in one workflow. Automated pro-rata, notices, waterfalls.
- [Fund Accounting](https://getfundflo.com/features/fund-accounting): Quarter-end in hours, not weeks. Built-in GL, NAV, fee engine, multi-jurisdiction tax.
- [Investor Portal](https://getfundflo.com/features/investor-portal): Statements live, not lagging. Real-time capital accounts, branded portal, instant statements.
- [FundFlo Intelligence](https://getfundflo.com/features/ai-intelligence): Claude-powered compliance, document analysis, and natural-language queries across fund data.

## Solutions by Audience

- [Fund Managers](https://getfundflo.com/solutions/fund-managers)
- [Family Offices](https://getfundflo.com/solutions/family-offices)
- [Fund Administrators](https://getfundflo.com/solutions/fund-administrators)
- [Emerging Managers](https://getfundflo.com/solutions/emerging-managers)

## Speed and Audit Promises

- Capital call drafted, approved, sent — under 5 minutes
- Investor onboarded with KYC and subscription — under 1 hour
- NAV calculated and posted — real-time
- Quarterly statements generated — instantly, on demand
- Every transaction posted to an immutable ledger
- Every document version-controlled
- Audit pack exported in seconds, not days
- AFSL, AMIT, ASIC reporting auto-generated from live data

## Integrations

- KYC/AML: FrankieOne
- Digital signing: Annature
- Payments: Zepto, Monoova


## Pricing

AUM-based tiers: Starter, Growth, Scale, Enterprise. See [getfundflo.com/#pricing](https://getfundflo.com/#pricing).

## Contact

- Website: https://getfundflo.com
- Request access / book a demo: https://getfundflo.com/request-access
- Based in Gold Coast, Queensland, Australia (AU-QLD)
- Markets served: Australia, New Zealand, Singapore, United Kingdom, United States

## MCP Server

FundFlo exposes a public MCP (Model Context Protocol) server with tools for AI agents to query product, pricing, and feature information.

- Endpoint: https://ouwelkgetnhlnpiunexa.supabase.co/functions/v1/mcp
- Transport: Streamable HTTP (POST, `Accept: application/json, text/event-stream`)