Secure co-investment and syndicate management for institutional investors
Private market firms waste significant time and lose visibility managing deals through fragmented spreadsheets, disconnected CRMs, standalone VDRs, and scattered email threads instead of a unified system.
ForgeFlow replaces scattered email threads and shared drives for syndicated deals. It provides a permissioned workspace where lead investors, co-investors, and counsel can collaborate securely with real-time status, shared documents, and unified communication — all with institutional-grade audit trails.
Private equity funds, family offices, fund managers, accelerators, and institutional investors in the GCC, Singapore, and Europe handling high-volume deal flow
Verified investor network limited to family offices, PE funds, and institutions in GCC, Singapore, and Europe with pre-vetted KYC status displayed on every participant.
professional
Private rooms for each syndicated deal with invited participants only
All parties see current stage, pending actions, and responsibilities
Granular permissions per document per participant
Threaded comments and @mentions that replace email
Pre-verified investor profiles with status badges
Track commitments, calls, and distributions in one place
Automated reminders for pending signatures and deliverables
Find potential co-investors within the verified network
Export data to major administrators
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| name | text | No |
| type | text | No |
| kyc_status | text | No |
| region | text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| text | No | |
| role | text | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| lead_org_id | uuid | No |
| target_company | text | No |
| total_target | int | No |
| current_stage | text | No |
| created_at | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| syndicate_id | uuid | No |
| org_id | uuid | No |
| commitment_amount | int | Yes |
| status | text | No |
Relationships:
/api/syndicatesCreate new syndicate workspace
/api/syndicates/:id/inviteInvite verified investor to syndicate
/api/messagesPost comment in syndicate workspace
/api/kyc/verifySubmit or check KYC status
Basic visibility only
Per organization
Unlimited participants
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 45 | 22% | $247 | $2,964 |
| Month 6 | 390 | 31% | $3,022 | $36,264 |
The secure, compliant workspace for lead investors and their institutional syndicate partners.
Leverage existing relationships with 8 family offices in Riyadh, Dubai and Singapore to seed the verified network. Offer the first 15 participating institutions lifetime 50% discount in exchange for being featured in launch case studies. Host a virtual 'Future of Co-Investment' roundtable with prominent LPs to demonstrate the platform live.
Huge network for early stage
Not built for institutional PE or family office workflows and compliance
Designed for larger check sizes with proper KYC, audit trails and regional compliance
Strong in Europe for co-investment
Very expensive and slow-moving
Self-serve for smaller syndicates with dramatically simpler pricing
Network effects — the most valuable co-investment partners are all on the same verified platform, making it increasingly difficult for new entrants to achieve critical mass in target geographies
Explosion of co-investment and separate account strategies among family offices and sovereign funds in GCC and Singapore requires better infrastructure than email and Box folders.
Chicken-and-egg problem building a two-sided network
Start by onboarding lead investors first with free access, then use them to invite their trusted co-investors
Acting as intermediary for sensitive financial relationships
Position strictly as software provider, require all participants to sign platform terms acknowledging they perform their own due diligence
Success: Clear consensus on willingness to pay and switch from email
Success: At least 8 active syndicates created in first 30 days
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