Cash Flow Portal | Investment Management Software
Cash Flow Portal helps General Partners and fund managers coordinate deal acquisition, capital raising, and investor relations. It supports teams managing syndications or SPVs that use a digital investor portal.
At a glance
- Category
- Finance & Accounting
- Best for
- Real Estate Syndicators, General Partners (GPs), Private Equity Fund Managers, Family Offices, Debt Fund Managers
- Pricing
- Pricing is described as flexible with plans for new and established GPs. A free trial is available with no credit card required.
- Key use cases
- Capital Raising, Deal Underwriting, Investor Relationship Management, Distribution Management
- Integrations
- Zapier, Mailchimp, HubSpot, ActiveCampaign, Calendly
- Official website
- cashflowportal.dev
Cash Flow Portal is a platform designed for commercial real estate and private equity firms to manage the investment lifecycle. It provides tools for deal acquisition, such as AI-assisted underwriting, alongside a CRM and portal designed to help General Partners (GPs) manage their Limited Partners (LPs).
The software supports various roles, including syndicators, fund managers, and family offices. It is designed for multiple investment structures, including blind pools, joint ventures, and 1031 exchanges, and can be used for asset classes such as trucking logistics or franchises.
Practical tools include digital SEC investor questionnaires, waterfall calculators, and K-1 distribution matching. Buyers should confirm if the integrated banking and fund administration services align with their current accounting and legal workflows.
Key Features
Parses rent rolls and T12 statements to support the underwriting process.
A CRM designed for managing investor data and tracking new leads.
A digital interface where LPs may sign documents and fund investments.
Calculates asset management fees and preferred hurdles for different investment tranches.
Tools and services for managing SPVs and fund accounting, including K-1 matching.
Banking features integrated within the investment management platform.
Use Cases
Supporting the process of gathering equity from LPs through a digital portal and automated signing.
Using AI to parse financial documents like T12s to evaluate potential real estate acquisitions.
Maintaining a database of investors and sending updates via a built-in email editor.
Matching and distributing K-1 tax documents to investors.
Best For
Integrations
Pricing
Pricing is described as flexible with plans for new and established GPs. A free trial is available with no credit card required.
FAQ
It is designed for General Partners, syndicators, fund managers, and family offices operating in commercial real estate and private equity.
Yes, it includes AI-powered underwriting that can parse rent rolls and T12 documents.
Yes, the platform offers a free trial that does not require a credit card to start.
Source category: Finance & Accounting
Source subcategory: Asset Management
