Scale your advisory practice with AI-powered fundraising tools that provide complete visibility over client processes and automate routine tasks
Empower your fundraising advisory practice with tools that let you focus on high-value strategic guidance rather than manual research and administrative tasks.
Partner Testimonial
“Flowlie has transformed how we serve our clients. The visibility into their fundraising progress and automated task management allows us to focus on strategic advisory work where we add the most value.”
Platform Features
01
Client Pipeline Visibility
Get complete visibility over all your clients' fundraising processes with real-time progress tracking, pipeline insights, and performance analytics.
02
Automated Task Management
Let AI handle investor research, target list creation, context gathering, and follow-up scheduling while you focus on strategic guidance.
03
Client Onboarding & Training
Seamlessly onboard clients on Flowlie with dedicated onboarding sessions and ongoing support to ensure they maximize the platform's value.
Impact
37%
More clients served
62%
Time saved on admin tasks
2x
Higher client success rate
40%
Practice revenue growth
Case Study
Closing a $1.5M Pre-Seed round in 2 weeks with Flowlie
“The multi round dilution model, valuation, and fundraise benchmarking gave me confidence around how to structure the raise. A few weeks later, the round was closed and I was able to go back to building.”
$1.5M
Pre-Seed raised
2 weeks
Time to close
2,700+
Warm intros found
20+
Initial meetings
Partner Benefits
01
Complete Practice Visibility
Monitor all client fundraising activities from a single dashboard, with real-time insights into progress, bottlenecks, and opportunities.
02
Scalable Operations
Automate routine tasks and standardize processes to serve more clients efficiently without proportional increases in overhead.
03
Enhanced Client Outcomes
Provide clients with institutional-grade fundraising tools that dramatically improve their success rates and fundraising efficiency.
04
Strategic Advisory Focus
Spend time on high-value strategic guidance rather than manual research and administrative tasks that technology can handle.
Founder Testimonials
“What I love about you guys is you always under-promise and over-deliver. Most people have done the opposite. The experience is trully world-class.”
“Investor briefs give me high-quality, specific items to dig into with investor. I am really well-prepared going into those meetings and the summaries at the end ensure I always follow up.”
“Having Flowlie as our fundraising copilot meant our executive team could stay focused on execution during our Series A raise. I felt very confident diving into the raise. Worth every penny.”
“The multi round dilution model, valuation, and fundraise benchmarking gave me confidence around how to structure the raise. A few weeks later, the round was closed and I was able to go back to building.”
“As a second-time exited founder, I thought I knew the VC landscape. This platform revealed patterns and connections I would have missed. The network analysis is tablestakes for an efficient raise.”
“This platform transformed our fundraising strategy. The data-driven approach helped us target the right investors who genuinely understood our vision. I keep on recommending you to everyone!”
“Flowlie's investor database helped us find the ideal investors for our round. The automated discovery saved us at least 100 hours of manual research and verification. That adds up fast!”
“Flowlie's meeting analysis and messaging optimization helped us refine our pitch and address concerns that we would have missed otherwise. It's been a game-changer for our fundraising efforts.”
Operate with clarity.
Join leading fundraising advisors using Flowlie to serve more clients efficiently while delivering exceptional results.
Resources
© 2021–2026 Flowlie Technologies, Inc. Flowlie® is a registered trademark of Flowlie Technologies, Inc. in the United States and the European Union. All other trademarks used are the property of their respective owners. All rights reserved.
Flowlie Technologies, Inc. does not provide any financial, investment, legal, or tax advice to any users of its platform or services. Flowlie Technologies, Inc. is not a certified public accounting firm and does not provide audited, reviewed, or compiled financial statements or any other services requiring CPA attestation. Any investment, financial decision, or any other decision a party makes are their own. Do not make any investment decision based upon any materials found on this website. Flowlie Technologies, Inc. does not guarantee any outcome, financial or non-financial, from the use of the product and does not charge a success fee for any fundraising outcomes, if any, resulting from the use of the product. Flowlie Technologies, Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”), or any state securities regulatory authority.
