www.cashflowportal.com Open in urlscan Pro
2606:4700:20::ac43:49db  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Products
Solutions
Pricing
Resources
About
Sign in
Schedule a demo





Real estate, private equity, and more


INVESTMENT MANAGEMENT SOFTWARE THAT ACCELERATES CAPITAL RAISING

We’ve already helped many general partners and fund managers raise over $5
billion. We make it easy for GPs to raise money, streamline operations, and
reach investors to win more deals than ever before.

Get started





MANAGE YOUR INVESTOR NETWORK AND RAISE MONEY FASTER

Our platform helps syndicators present new deals, share documents, administer
property information, and manage fundraising.




ALL-IN-ONE SOLUTION FOR ALTERNATIVE INVESTING

Investor portal
Underwriting

CRM
Banking


A FLEXIBLE PLATFORM FOR ALL TYPES OF EQUITY STRUCTURES

Our platform helps GPs and fund managers present new deals, share documents,
administer property information, and manage fundraising.

Talk to sales


FUNDS


DIRECT SYNDICATION


FUNDS OF FUNDS


DST AND 1031


ANGEL INVESTMENTS


JOINT VENTURES


EMPOWERING CUSTOMERS ACROSS

Commercial real estate

Learn more

Private equity

Learn more

Venture capital

Learn more

Start-ups

Learn more


WHAT OUR CLIENTS SAY

“The platform helps us connect with investors and raise capital efficiently. The
support is excellent and the team knows our business inside out. The onboarding
was super friendly and smooth!”

Michael Roeder

Managing Partner, Granite Towers Equity Group

Brian D.

Business Owner

Best Portal & Support Team Ever!

Cash Flow Portal checks all the boxes that others have lacked.
1. ZAPIER INTEGRATION - So many portals don't have this, we use it to automate
stage changes in our CRM deal pipeline and notify our team via slack when
statuses change
2. Support is top-notch. I cannot tell you the number of times on other portals
that I have asked for a new feature and never get it after several years.

Read full review
Ray H.

Business Owner

Powerful Tool for Real Estate Syndicators

The Cash Flow Portal support team is amazing. During our most recent capital
raise, CFP support created a text message channel where our GP team could
communicate with them in real-time. Whenever we encountered an issue (which is
common in this business), CFP support responded rapidly and effectively. The CFP
software is solid, and the CFP support team is even better.

Read full review
Anjou M.

CEO & Founder

Excellent Customer Service and Amazing User Interface

Cash Flow Portal has the best customer service and user interface! I've used
other portals before, but they were clunky, outdated, and slow to respond. I've
had several deals in CFP as a fund and Co-GP, and the experience has always been
smooth and easy, even for someone who's not tech-savvy like me.

Read full review
5.0 out of 529 reviews


ONE ACCOUNT FOR EVERYTHING

Single Sign-On for all services, with a single email for investment and
syndication. Manage all services in one place, eliminating the need to remember
multiple usernames and passwords.

Learn more


BOOST YOUR TRACK RECORD AND SCALE YOUR BUSINESS FASTER

Our platform brings together syndicators and investors and helps you build a
track record by keeping open communication lines. We help you maximize value to
your investors by giving them access to the comprehensive deal data and monthly
cash flow via a robust investor portal.

Learn more


Oil and gas

Franchise

Logistics

Car wash

ATM

Multifamily

Ground up development

Single family

Hospitality

Self-storage

Hedge fund

Start-up

Stocks

Crypto

Angel investment


INVESTMENT PLATFORM FOR ALL TYPES OF ASSET CLASSES

Our customers have used us to raise capital for all kinds of asset classes,
ranging from multifamily real estate syndication to Starbucks franchises to
trucking logistics. If there is a cap table, we support it.

Talk to sales


SEE CASH FLOW PORTAL IN ACTION




DEDICATED CRM FOR FUNDS AND INVESTMENTS


BUILT-IN TEMPLATES FOR NURTURING LPS

Utilize our pre-designed templates tailored for the alternative investing
community to maintain and enhance relationships with your LPs.




LEAD CAPTURE FORMS

Streamline the process of acquiring new potential investors with our
customizable lead capture forms.




DRIP CAMPAIGNS

Engage your LPs with automated drip email campaigns that deliver timely and
relevant content right to their inbox.




REFERRALS AND ANALYTICS

Our platform tracks these referrals and provides detailed analytics, allowing
you to measure the effectiveness of your referral programs and understand your
investors' behavior better.




WHY CHOOSE CASH FLOW PORTAL


FASTEST TO ONBOARD

Onboarding can be a long and tedious process. We cut through all that nonsense
to give you the tools you need – fast. Get online and start raising equity in
less than 12 hours.


SIMPLICITY IS KEY

Traditionally, investment software is complex and cumbersome – we change that.
With our simple interface and user-friendly experience, investors of all levels
enjoy using our platform.


BEST INVESTOR EXPERIENCE

We've built Cash Flow Portal to be completely investor-friendly. Our syndicators
keep their investors happy by offering a smooth and easy investment process,
without losing a whole weekend learning our software or filling out paperwork.


CRAZY GOOD SUPPORT

Your time is too valuable for us to leave you in the dark. We answer your
questions in minutes, not hours, by providing support round-the-clock in a
dedicated WhatsApp group. Some customers call our support "crazy good."


Y COMBINATOR BACKED

We’re backed by Y Combinator, one of the most prestigious startup accelerators
in the world. Their motto is "Make something people want", which we do because
we know exactly what investors want. After all, it's what we want too.


FEATURES OF CASH FLOW PORTAL

✅ Digitized investor questionnaire
📄 Investor qualification form
⚙️ Embedded accreditation for 506(c) deals
💰 Automate distributions
🖥 White label & Custom portal
NEW
📬 Emails and CRM
NEW

We’ve taken the SEC investor questionnaire that is completed by the investor
during the subscription process and digitized it so they can fill it out online.
No more tiny text boxes on pdfs, our streamlined questionnaire allows the GP to
review answers before countersigning and eliminates the opportunities for
errors. What’s more, investors can copy their questionnaire from a previous
investment and update their information, making the re-investment process that
much easier.




TRUSTED AND RECOGNIZED


G25.0 out of 5
Capterra4.9 out of 5


WE HELP GPS AND FUND MANAGERS RAISE CAPITAL.

Schedule a demo

Seattle, WA



Follow us on

Capterra4.9

Get started

PricingSign upSign in

Company

Our blogCase studiesProduct updatesVendor marketplaceAbout us

Support

Contact us

Products

Capital raising

Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow Portal

Investor portal

Investor managementGP / Co-GP dualityDistributions

CRM

Cash Flow Portal CRMIntegrationsLead capture formsDrip campaigns

Solutions

By role

SyndicatorsFund managersSPV fund of fund managersCustomizable fund
managersInvestor relation teamsGP looking for SPV fund managers

By industry

Private equityReal estateVenture capitalHedge fundsStartups

©2024 All rights reserved. Cash Flow Portal Inc.

Terms of usePrivacy policySecurity
You need to enable JavaScript to run this app.