Cash Flow Portal

Cash Flow Portal is investment management software for real estate syndicators and fund managers. One platform covers capital raising, an investor portal, fund administration, accounting and property management, with AI-assisted underwriting and a CRM built on investor data.

Sponsors run raises with subscription documents completed and signed online, a distribution engine that handles preferred returns, hurdles, LP and GP catch-up and custom waterfalls configured by drag and drop, ACH or cheque payments, a tax centre for K-1 delivery, and investment reports LPs can share with their own advisers. Co-GPs are treated as first-class users: an unlimited number can be added per deal, they use the portal at no charge on their own subdomain, and their investors stay off the lead sponsor's CRM. The portal can be white-labelled with a sponsor's branding, logos and sending domain.

The platform was built by an operating syndicator who wrote its first code in 2020 and soft-launched to seven beta users that July. It was accepted into Y Combinator in November 2021 and raised $5MM from Y Combinator, Goodwater Capital and angel investors in April 2022; the company reported 500+ GPs on the platform in October 2022 and more than $2 billion managed by April 2023. It says it has helped GPs and fund managers raise over $6B, lists Seattle, WA, and states that it is SOC 2 compliant with two-factor authentication.

Plan pricing is not published on the pages crawled beyond SPV management, charged at $50/month for every million dollars raised, alongside a free account that needs no credit card. Ask what the fee would be on your own funds under management and what fund administration and integrated CPA services add.