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REAL-ESTATE SYNDICATION SOFTWARE THAT ACCELERATES CAPITAL RAISING

We've already helped many real-estate syndicators raise over a billion dollars
using Cash Flow Portal. We make it easy for GPs to raise money, streamline
operations, and reach investors to win more deals than ever before.

Get started – it's freeNo credit card required




MANAGE YOUR INVESTOR NETWORK AND RAISE MONEY FASTER

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




A FLEXIBLE PLATFORM FOR ALL TYPES OF EQUITY STRUCTURE

Our platform helps syndicators 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


SINGLE 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
the investors by giving them access to the comprehensive deal data and monthly
cash flow via a robust real estate investor portal.

Learn more


Land

Logistics

Mixed use

Mobile home park

Multifamily

Office

Oil and gas

Retail

RV park

Senior living

Self-storage

Single family

Trucking

Vacation rental

ATM

Car wash

Franchise

Ground up development

Healthcare

Hospitality

Industrial


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




TRUSTED BY PROFESSIONALS FROM




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.




WHAT OUR CUSTOMERS ARE SAYING

“We wanted to expand our business, acquire more properties, and new-devs. Our
growth would be much slower if not for the features that Cash Flow Portal
provides to help us raise capital. We built an excellent track record and
expanded our investor network.”

Boone Nerren

Cloud Capital LLC

“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!”

Ed Sittler

Sigma Real Estate

“This portal helped me and my team save 90% of the time we spent on paperwork
and raise capital faster. Automating distributions, storing, and organizing all
our documents in one place made us much more efficient and saved hours of manual
work.”

Nic Espanet

Thrive Multifamily LLC

“We wanted to expand our business, acquire more properties, and new-devs. Our
growth would be much slower if not for the features that Cash Flow Portal
provides to help us raise capital. We built an excellent track record and
expanded our investor network.”

Boone Nerren

Cloud Capital LLC

“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!”

Ed Sittler

Sigma Real Estate

“This portal helped me and my team save 90% of the time we spent on paperwork
and raise capital faster. Automating distributions, storing, and organizing all
our documents in one place made us much more efficient and saved hours of manual
work.”

Nic Espanet

Thrive Multifamily LLC

“We wanted to expand our business, acquire more properties, and new-devs. Our
growth would be much slower if not for the features that Cash Flow Portal
provides to help us raise capital. We built an excellent track record and
expanded our investor network.”

Boone Nerren

Cloud Capital LLC


Shawn Griffith

Cash Flow Portal from our very own Perry Zheng! We love it


5
Abbas Mohammed

I highly recommend Cash Flow Portal. Great product and amazing support staff


6
Alain Villegas

We have used IMS, Juniper Square, Syndication Pro and Cash Flow Portal. We will
be moving Cash Flow Portal for two reasons: (1) This is a start up that I have
invested and have been consulted on the functions/features that is appropriate
for investors; (2) The support is amazing and founder Perry Zheng listens to
customers' needs and addresses them. The functions are almost at par with the
other platforms but in the next couple years, it will be more superior.


12
Sunny Britting Espanet

Agree about the customer support on Cash Flow Portal. Perry takes detailed notes
every time we speak and is 100% receptive to hearing ideas. He also doesn't
overpromise. He sets reasonable expectations for when features may come online.
Great guy!


4
Jeff Bartlett

I have used IMS, Syndication Pro, and Cash Flow Portal ... and have selected
Cash Flow Portal because it delivers the smoothest customer experience. All it
takes is losing one customer because of a poor portal experience to appreciate
the importance of providing a smooth customer experience when they are signing
documents. Cash Flow Portal is a new product and is still evolving, but Perry
Zheng has been hyper-responsive to his customers.


5
Deepti Mikkilineni

Another fan of Cash Flow Portal. Great product and more importantly customer
centric approach from Perry Zheng 👍


5
Joel Fine

+1 for Cash Flow Portal - amazing support


6
Sunny Britting Espanet

If a feature is missing right now, it is likely in the pipeline. We have been
working with Perry from the start of Cash Flow Portal and are amazed at how
quickly it has progressed!


3


MANAGE YOUR INVESTORS AND RAISE CAPITAL FASTER

Get started – it's free

Seattle, WA

Get started

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Support

Contact us

For syndicators / GPs / sponsors

Equity raisingInvestor managementTips for choosing syndication softwareFunds on
Cash Flow PortalWhy Cash Flow PortalGP / Co-GP dualityCash Flow CRMIntegrations

For passive investors / LPs

Looking to invest?Real estate investor portalKnowledge center

Company

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