About Flow Inc
Flow Inc is a Technology company based in San Francisco (United States) founded in 2018 by Adrian Ortiz, and was acquired by Apex Group in April 2025. Fund management solutions for alternative assets and investment managers. Flow Inc has raised $26 million across 2 funding rounds from investors including SVB, Apex Group and Frontier Ventures. Its focus areas include FinTech, Investment Tech, Private Funds IT and Deal Management. Its competitors include Intralinks, Datasite and CapLinked; 2 of its 3 listed competitors have raised funding.
Company details
Flow was founded in 2018 in San Francisco, United States, and operates in the fintech sector focused on alternative investments. Solutions for managing special purpose vehicles, venture capital, and private equity funds are provided. Processes for raising and operating funds are streamlined through connections between participants and workflows. Investor onboarding and an investor portal are included among the services.
- Headquarters San Francisco, United States
- Founders Adrian Ortiz
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website flowinc.com
- Social LinkedIn X
- Acquired by Apex Group (Apr 2025)
- Total Equity Funding$26M (USD)
in 2 rounds
- Latest Funding Round$6M (USD), Series A
Mar 2024
- InvestorsSVB
& 7 more
- Acquired byApex Group
(Apr 2025)
Funding Insights of Flow Inc
Flow Inc has successfully raised a total of $26M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $6 million completed in March 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $26M
- Total Rounds 2
- Last Round Series A — $6M
- First Round $20M
(Feb 2022)
- Investors Count 7
All 2 funding rounds of Flow Inc with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2024 | $6M | Series A | – | – | – |
| Feb 2022 | $20M | Series A | – | SVB |
8 investors in total: 8 institutional.
Investors in Flow Inc
Flow Inc has secured backing from 8 investors, including institutional and venture fund investors. Prominent investors backing the company include SVB, Apex Group and Frontier Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments are made in early-stage AI companies by Frontier Ventures. | frontier.ventures | Cupertino, United States | ||
Early-stage VR/AR startups are funded by GFR Fund. | gfrfund.com | San Francisco, United States | ||
Venture capital investments are provided to early-stage tech startups. | lattitudeventures.com | United States | ||
Venture capital firm focused on fintech, healthcare, logistics, enterprise tech, AI, ed tech, and multiple sectors | mantisvc.com | Los Angeles, United States | ||
Early-stage women-led tech startups receive investments from Wocstar Fund. | wocstar.com | New York, United States | ||
HOF Capital is engaged in venture capital investments. | hofcapital.com | New York, United States | ||
Banking services are provided to innovative companies, investors, and individuals. | 1983 | svb.com | Santa Clara, United States | |
Apex Group is recognized as a single-source financial solution provider. | 2003 | apexgroup.com | Bermuda |
Investor details for Flow Inc
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Co-investor network
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People of Flow Inc
14 people are tracked at Flow Inc (5 in leadership, 9 in team).
| Name | Role | Group |
|---|---|---|
Adrian Ortiz | Co-Founder & CTO | Leadership |
Amit Baria | Vice President Of Business Development | Leadership |
Michael Pliha | Vice President Of Business Development | Leadership |
Keith Stewart | Chief Revenue Officer (CRO) | Leadership |
Julia O. | Svp, Head Of Client Success | Leadership |
TBD | System Data | Team |
Dominique Brown | Senior Implementation Specialist | Team |
Ryan Nanney | Corporate Controller | Team |
Jose Maria Canuto B. Gaston | Frontend Engineer | Team |
Nikhil Reddy | AWS DevOps Engineer | Team |
Rana adeel | Lead Generation Specialist | Team |
Jeanette Lo | Relationship Manager | Team |
Haley Measels | Senior Operations Associate | Team |
Juan Castellanos | Unknown Role | Team |
Complete people profiles for Flow Inc
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of Flow Inc
4 dated milestones of Flow Inc across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Flow Inc is founded.
- Funding First funding round of $20.0M.
- Funding Latest funding round, Series A, of $6.0M.
- Exit Acquired by Apex Group.
Competitors of Flow Inc
Flow Inc has 3 listed competitors in our database, 2 of them funded. They include Intralinks, Datasite and CapLinked.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| intralinks.com | 1996 | New York, United States | $130.65M | 789 | Secure inter-enterprise file sharing and collaboration are enabled. | |
| datasite.com | 1968 | Minneapolis, United States | 792 | Virtual data room software is provided for financial transaction management. | ||
| caplinked.com | 2010 | Manhattan Beach, United States | $13.23M | Secure enterprise file sharing and document management are offered. |
Detailed competitors of Flow Inc
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Flow Inc
The website of Flow Inc (flowinc.com) receives about 8.2K visits a month.
- Monthly visits8.2K
▼ 34.1% vs previous month
Websites whose visitors overlap most with Flow Inc. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| navfundservices.com | 100% | #453,227 | View details | ||
| dynamosoftware.com | 99% | 134.2K | #289,081 | View details | |
| repool.com | 97% | 15.3K | #1,441,623 | View details | |
ilpa.org | ilpa.org | 95% | #709,786 | – | |
| advent.com | 94% | 130.8K | #236,747 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Flow Inc
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 11 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Flow Inc (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Flow Inc
Flow Inc was founded in 2018 and raised its 1st funding round 4 years after it was founded.
Flow Inc is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Flow Inc is a funded company, having raised a total of $26M across 2 funding rounds to date. The company's 1st funding round was a Series A of $20M, raised on Feb 2022.
Flow was founded in 2018 in San Francisco, United States, and operates in the fintech sector focused on alternative investments. Solutions for managing special purpose vehicles, venture capital, and private equity funds are provided. Processes for raising and operating funds are streamlined through connections between participants and workflows. Investor onboarding and an investor portal are included among the services.
Flow Inc's top competitors include Intralinks, Datasite and CapLinked.
Flow Inc has 8 investors. Key investors include SVB, Apex Group, Frontier Ventures, GFR Fund, and L'ATTITUDE Ventures.
Yes. Flow Inc was acquired by Apex Group in April 2025.