Flow Investor Portal: API, MCP and document access

Flow Investor Portal is an LP portal from Flow (an Apex Group company), used globally for venture capital, private equity and real estate. The registry rates investor document access 3 of 5 (exports, SFTP or email feeds, no investor-side API): the API is partner only for GPs and partners, and MCP support is unknown.

Vendor: Flow (an Apex Group company)Unverified community researchUpdated
Category
LP portal
Regions
North America, Global
Asset classes
Venture capital, Private equity, Real estate, Other
Investor access difficulty
3 / 5 Exports, SFTP or email feeds, no investor-side API
Automation policy
Prohibited by the terms
Verification
Unverified community research
Last updated

Access channels

Each way to get data out of Flow Investor Portal, as recorded in the registry. "Unknown" means nobody has checked yet, not that the channel is missing.

ChannelStatusAuthDocsNotes
Web portalAvailableNot recordedNot recordedEmail and password login for funds, investments and documents. SSO and 2FA not mentioned on public pages; security page lists user account locking.
APIPartner onlyJWTDocs Style: REST. Audience: GPs and partners. Flow Customer API: REST with JWT bearer tokens issued on request via Support. Resources: Funds, Investors, Investments for the customer's organisation. Documents, capital calls, distributions and webhooks not documented. LP access not described.
MCP serverUnknownNot recordedNot recordedNot recorded
SFTPUnknownNot recordedNot recordedNot recorded
WebhooksUnknownNot recordedNot recordedNot recorded
Email notificationsAvailableNot recordedNot recordedMessaging, tasks and customizable notifications.

How an investor gets documents today

Documented REST API with JWT tokens exists but is issued to the GP organisation on request and covers funds, investors and investments, not documents. LP side is a password web login. Terms prohibit bots, but explicitly allow delegated access to representatives and service providers. Whether an investor can get API access is not documented.

  • The API is for GPs and partners, not for investors. Ask the GP or administrator to deliver documents to a nominated email address or SFTP folder, or to send a data feed from their side of the API. See Partner-only portal access explained.
  • Email notifications. Turn on notifications and route them to a monitored mailbox, so new notices trigger your own processing. See How to automate capital call notices.
  • Manual download. Download documents from the web portal.
  • No scraping. The terms prohibit automated access. Do not scrape the portal or run browser automation against it. Use the routes above.

Background: How to automate capital call notices and Partner-only portal access explained.

Who runs it

Funds and administrators known to run Flow Investor Portal, from public sources. "Likely" means the link is inferred, not stated. The list is not complete.

Fund or operatorAdministratorCountryConfidence
Funds administered by Apex GroupFlow Investor PortalApex GroupBermudaLikely

Capabilities and terms

What Flow Investor Portal exposes to investors, according to the research: documents, capital call notices, distribution notices, NAV, tax documents (K-1 and similar), subscriptions, messaging and fund reports.

  • Export formats: Not recorded
  • Standards: None recorded
  • Terms of service: Read the terms
  • Automation policy: Prohibited by the terms. Section 14 prohibits accessing the website by automated or non-human means, including bots and scripts. Section 6 allows account holders to grant access to designated representatives and third-party service providers.

OIPP status

Not yet on the open protocol. Flow Investor Portal does not implement the Open Investor Portal Protocol (OIPP), the open API any portal can implement so investors reach every portal through one interface with their own key.

For Flow (an Apex Group company). If anything on this page is wrong or out of date, correct the entry by pull request to the registry or by email. A pull request from a vendor-owned domain marks the entry vendor verified. Implementing OIPP lets investors and their agents fetch documents without scraping, under your own access rules. See the registry badge for how to show your status.

For Flow (an Apex Group company): show your listing

If you operate Flow Investor Portal, you can link to this registry entry from your developer, security or integrations page with the badge below. It links back here, so investors and their operations teams can see how access works.

Flow Investor Portal: Listed on OpenInvestorPortal

<a href="https://openinvestorportal.com/portals/flow/" title="Flow Investor Portal on OpenInvestorPortal"><img src="https://openinvestorportal.com/badge/flow.svg" alt="Flow Investor Portal: Listed on OpenInvestorPortal" width="220" height="28"></a>

This entry is not vendor verified yet. Confirm it with a pull request from an email on your company domain, or with a DNS TXT record. See how the badge and vendor verification work.

Sources and notes

Fund management platform for SPVs, VC, PE and real estate managers, law firms and fund administrators, now part of Apex Group. Modules: investor portal, automated capital calls, fund reporting, virtual data rooms, digital K-1 distribution. SOC 2 Type II. High confidence on API existence and auth (vendor docs, 2026-11-07); low on LP-side access.

Sources checked for the assessment:

Questions

Does Flow Investor Portal have an API?

Only for partners. The registry records a REST API that requires an agreement with Flow (an Apex Group company), aimed at GPs and partners. There is no self-serve API for investors.

Does Flow Investor Portal have an MCP server?

Not known. No MCP server for Flow Investor Portal has been found or confirmed. Flow (an Apex Group company) can correct the entry.

Can investors download documents from Flow Investor Portal programmatically?

The registry rates investor access 3 of 5: exports, SFTP or email feeds, no investor-side API. Documented REST API with JWT tokens exists but is issued to the GP organisation on request and covers funds, investors and investments, not documents. LP side is a password web login. Terms prohibit bots, but explicitly allow delegated access to representatives and service providers. Whether an investor can get API access is not documented. The usual route is delivery by the GP or administrator to a nominated email address, SFTP folder or data feed. The terms prohibit automated access, so scraping is not an option.

Who uses Flow Investor Portal?

The registry records 1 known deployment: Funds administered by Apex Group. Confidence varies by deployment and the list is not complete.

Independent community research. Not affiliated with Flow (an Apex Group company). Facts are unverified community research as of 2026-11-07.

Other LP portals

Guides

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