Migrate from GP Flow to Freshsales

GP Flow sponsors (the GP entity raising capital) map to FreshSales Accounts. Sponsor name becomes Account Name, and sponsor tax ID or registration number migrates as a custom field (Sponsor_Tax_ID__c). Multiple funds under one sponsor collapse into Account-Contact-Deal relationships in FreshSales.

GP Flow fund records map to FreshSales Accounts with fund-specific custom fields: Fund_Type__c (equity/debt/hybrid), Target_Capital__c, Capital_Raised__c, Fund_Close_Date__c, and ILPA_Compliant__c. Each fund becomes a separate Account record representing the investment vehicle rather than a business entity. The custom fields enable you to filter and report on fund performance directly within FreshSales, and they link to related Deals for capital calls, subscriptions, and distributions, preserving the financial context of each vehicle.

GP Flow investor records map to FreshSales Contacts. Each investor's associated fund commitment becomes a Deal record linked to the Contact and the fund's Account. For institutional investors (funds-of-funds), the LP entity maps to an Account first, with individual contacts as related Contact records.

GP Flow capital calls map to FreshSales Deals with custom fields: Capital_Call_Amount__c, Capital_Call_Date__c, Capital_Call_Status__c (issued/paid/overdue), and Due_Date__c. Each capital call is a separate Deal record so you can track payment status per call and report on historical call activity. By linking each Deal to the fund Account and the investor Contact, you maintain a clear audit trail of who owes what and when, enabling follow-up tasks and automated reminders within FreshSales.

GP Flow distributions map to FreshSales Deals closed at the fund level with Deal_Amount set to the distribution amount. Custom fields Distribution_Date__c, Distribution_Type__c (return of capital/distribution/preferred return), and Linked_Capital_Call__c preserve the financial relationship to the original capital call. This structure lets you track each distribution event separately, link it to the relevant fund Account, and generate reports that show total distributions, timing, and type, while maintaining a direct reference to the associated capital call for audit purposes.

GP Flow subscription records (LP commitment to a fund) merge into a FreshSales Deal with Contact roles representing the subscribing investor. Subscription_Amount__c, Subscription_Date__c, Subscription_Status__c, and Commitment_Type__c become custom fields on the Deal. Multiple subscriptions from one investor to multiple funds generate multiple Deal records.

GP Flow documents (PPM, subscription agreements, investor letters) attach to the corresponding FreshSales Deal or Contact record as Files. We download each file from GP Flow and re-upload to FreshSales Files, preserving the original filename and upload date. Linked GP Flow document metadata (document type, version) stores as a custom text field.

GP Flow investor communication logs (calls, emails, meeting notes) migrate as FreshSales Tasks with Type='Investor Communication' and custom field Original_Communication_Date__c preserving the timestamp. Long-form narrative communications store as FreshSales Notes linked to the Contact record. By assigning the task to the fund manager and linking it to the appropriate Contact and Account, you retain a full communication history that can be referenced during investor reviews and reporting.

GP Flow ILPA compliance fields (LP reporting frequency, fee disclosures, fund terms) have no FreshSales native equivalent. These migrate as custom fields on the Fund Account and Investor Contact records: ILPA_Reporting_Frequency__c, Management_Fee__c, Carry__c, and Preferred_Return__c. Your FreshSales admin must create these fields before migration.

Any custom objects in GP Flow (e.g., Side_Pocket_Fund, Co_Investment, Feeder_Structure) map to FreshSales custom modules on Enterprise plans or to custom field groups on Account and Deal on lower plans. We document the relationship and deliver a schema plan so your admin creates the destination structure before migration runs.

GP Flow users (fund managers, investor relations staff) are resolved by email match against FreshSales users. Unmatched users are flagged before migration so your team can provision FreshSales accounts first. GP Flow role assignments (Fund Manager vs. Investor Relations) map to FreshSales role-based profiles and territory management rules.

GP Flow fund stages (Committing, Active, Capital Called, Distributing, Closed) map to FreshSales Deal stage values. We create a Fund Pipeline in FreshSales with stages that match your GP Flow fund lifecycle, preserving probability and forecast category per stage. Fund stage history timestamps migrate as custom datetime fields.