Flow - Onboarding & Profile Creation

Another project from the archives. While at TM, I lead the product design efforts in creating Flow – a platform for raising and managing SPVs, venture capital, and private equity funds. Flow streamlines fundraising by connecting participants and the workflows between them.

Here's a look at the onboarding of the limited partner and how we surfaced some of the steps needed to create an investment profile.

View the case study.