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Fund Flow OS

The autonomous operating system for real estate private capital. From your first flip to your final fund.

Platform

  • Private Lender Database
  • Flow AI Employee
  • Flow Guard Compliance
  • Investor CRM
  • Deals & Funds

Solutions

  • Flippers & Builders
  • Syndicators
  • Private Lenders
  • Fund Managers

Services

  • 7-Day Syndications
  • Fund Administration
  • Flow Launch (DFY)
  • Flow Sites
  • Fund Founders

Resources

  • Help Center
  • Fund Founders Podcast
  • YouTube
  • Blog
  • Contact

AI in REI Newsletter

Weekly insights on AI for real estate operators. No fluff.

© 2026 Fund Flow OS. All rights reserved.

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Documentation

Getting Started

  • Quick Start

Operator Guide

  • Create Deal
  • Deal Lifecycle
  • Syndications
  • Loan Tracker
  • Loan Payments
  • AI Assistant
  • Marketing Pages
  • AI Features
  • Integrations
  • Automations
  • Landing Pages
  • Managing Contacts
  • Sending Updates
  • Email Marketing
  • SMS Messaging
  • Data Import
  • Document Management
  • Task Management
  • Generating Reports
  • Building Pitch Decks
  • Segmentation
  • Team Management
  • Billing
  • Dashboard

Investor Guide

  • Setup Profile
  • My Investments

Account & Security

  • Reset Password

Reference

  • Glossary
  • Pricing
  • FAQ
  • Troubleshooting
  • Advanced Troubleshooting
  • Security & Compliance
  • Quick Reference
  • Deal Management

Legal

  • Terms of Service
  • Privacy Policy

Sending Investor Updates

Keep your Limited Partners informed with professional, templated email updates.

Sending a Deal Update

  1. Open Deal Dashboard Navigate to the specific deal you want to update.

  2. Go to 'Email' Tab Click on the Email tab in the deal navigation menu.

  3. Compose New Email Click + New Email or select a template.

    • Template: Choose "Investor Update" for a pre-formatted layout.
    • Recipients: The system defaults to all investors committed to this deal (Current Investors). You can also select All Contacts or specific tags.

  4. Write Content Enter your subject line (e.g., "Q3 2024 Performance Update"). Use the rich text editor to add photos, tables, or generic text.

  5. Review & Send Send a Test Email to yourself to preview the formatting. capturing. Once satisfied, click Send Now.

Tracking Engagement

After sending, you can track who opened the email.

  • Sent: Email was delivered.
  • Opened: Investor viewed the email.
  • Clicked: Investor clicked a link (e.g., to the document portal).