AI TOOL PROFILE
Cash Flow Portal | Investment Management Software
- Finance and Accounting
- Asset Management
- 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.
At a glance
- Best for
- Real Estate Syndicators, General Partners (GPs), Private Equity Fund Managers, Family Offices, Debt Fund Managers
- Key use cases
- Capital Raising, Deal Underwriting, Investor Relationship Management, Distribution Management
- Integrations
- Zapier, Mailchimp, HubSpot, ActiveCampaign, Calendly
- Official website
- Visit Cash Flow Portal official website
How AI is used
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
AI Underwriting
Parses rent rolls and T12 statements to support the underwriting process.
Investor CRM
A CRM designed for managing investor data and tracking new leads.
Investor Portal
A digital interface where LPs may sign documents and fund investments.
Waterfall Calculator
Calculates asset management fees and preferred hurdles for different investment tranches.
Fund Administration
Tools and services for managing SPVs and fund accounting, including K-1 matching.
Integrated Banking
Banking features integrated within the investment management platform.
Use Cases
Capital Raising
Supporting the process of gathering equity from LPs through a digital portal and automated signing.
Deal Underwriting
Using AI to parse financial documents like T12s to evaluate potential real estate acquisitions.
Investor Relationship Management
Maintaining a database of investors and sending updates via a built-in email editor.
Distribution Management
Matching and distributing K-1 tax documents to investors.
Integrations
- Zapier
- Mailchimp
- HubSpot
- ActiveCampaign
- Calendly
- Gmail
- Google Sheets
- Google Calendar
- Slack
- Airtable
FAQ
Who is Cash Flow Portal designed for?
- It is designed for General Partners, syndicators, fund managers, and family offices operating in commercial real estate and private equity.
Does it have AI capabilities?
- Yes, it includes AI-powered underwriting that can parse rent rolls and T12 documents.
Is there a free trial?
- Yes, the platform offers a free trial that does not require a credit card to start.
Source category: Finance & Accounting
Source subcategory: Asset Management
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