Fundraising Advisor Solutions

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.
Sarah ChenManaging Partner at Growth Capital Advisory

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.
Jack WeinbergerCo-founder & CEO of Ajax AI

$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.

Erik JuhlCo-Founder & CEO of TalentLabs AI

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.

Tela AndrewsCo-Founder & CEO of Jump AI

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.

Philip OdelfeltFounder & CEO of Datavations

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.

Jack WeinbergerCo-Founder & CEO of Ajax AI

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.

Andrew McConnellCo-Founder & CEO of Alively

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!

Joshua DominicCo-Founder & CEO of Dreamstar Lines

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!

Hillary LinCo-Founder & CEO of Elevate X Health

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.

Matthew AmsdenCo-Founder & CEO of Efforia
Partner with us

Operate with clarity.

Join leading fundraising advisors using Flowlie to serve more clients efficiently while delivering exceptional results.

© 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.