A trusted platform offering a unique blend of services to empower investors.

As a specialized system that handles entity management, dynamic workflows, and secure document signing, Flow is quickly shifting the growing landscape of alternate vehicle investment.

During the life of this engagement, I took a critical eye at all aspects of the business and designed a solution that brings ease and clarity to investing in and managing private funds. The architecture was reworked to support the various roles, context and progress were introduced into the participation steps, a versatile form treatment was invented, tasks (and a dashboard to house them) were designed to ground the customers with their required involvement, and the Flow brand got a fresh new look.

➝ flowinc.app

 

Client 
Flow

Role
User Experience Design
Visual Design

Agency 
TM

flow__laptop__dashboardflow__laptop__dashboard
flow__loginflow__login
flow__enter-commitmentflow__enter-commitment
flow__docs-filteringflow__docs-filtering
flow__doc-previewflow__doc-preview
flow__doc-detailflow__doc-detail
flow__investment-profilesflow__investment-profiles