FLOW
Where Private Capital Moves Forward.
The NIGO Problem
Not-In-Good-Order documentation is a major source of delay in private capital markets.
- 30 – 60% of subscription packages submitted via paper or basic e -signature arrive not-in-good-order.
- Each error triggers review, outreach, revised documents, and reprocessing, delaying capital deployment.
- Flow validates before submission, reducing errors at the source instead of fixing them later.
The Impact
INDUSTRY BASELINE
30 –60%
Typical NIGO rate for paper and basic e – signature workflows
WITH FLOW
< 4%
NIGO rate with Flow’s pre -submission validation
TIME TO COMPLETE
Minutes
Time from investor entry to a signed, routed subscription package.
The Flow Admin Dashboard
A single view of subscription activity and capital in motion.
- Track investor progress across each stage of the workflow, from data capture and eligibility checks to document assembly, signing, and routing.
- See the total capital currently in process and monitor subscription activity across individual offerings or your full investor pipeline with a centralized operational view.
- Automatically surface issues requiring review, download complete transaction records, and receive alerts for completed subscriptions and routing confirmations.
How Flow Works
Flow moves investors from intake to signed documents in three structured steps.
Capture & Validate
Structured data collection with real – time validation and automated eligibility checks before documents are created.
Assemble & Sign
Subscription documents are automatically generated and completed through one secure signing session.
Route & Track
Signed packages are routed instantly with a timestamped audit trail and real – time status visibility.
Full Platform Capabilities
Everything required to validate, execute, and manage private capital subscriptions in one structured system.
Validation & Eligibility
Real-time validation, investor verification, and KYC/AML checks before document creation.
AI-Powered Document Intelligence
Automated document assembly, single – session signing, and secure storage.
Routing & Oversight
Instant routing with real – time tracking, exception management, and a complete audit trail.
Integration & Control
CRM pre-fill, API connectivity, DocuSign integration, and workflow automation.
Flow vs. Email / CRM based Process
| Flow | Email / CRM based Process | |
|---|---|---|
| Verification Method | AI + manual verification before submission | Manual verification after submission |
| NIGO Rate | Target below 4% | 10–30% typical |
| Document Assembly | Fully automated | Manual |
| Custodian Forms | Automated & included | Manual or limited |
| Processing Time | Minutes | Hours to days |
| Audit Trail | Full workflow audit trail | Delivery log |
Deploy Flow Your Way
Use Flow as part of the ClairAlpha platform or as a fully white – labeled, standalone solution under your own brand.
