The full investor lifecycle in one portal

Manage deals, fund investments, and communicate with investors in a single platform — built to streamline every stage of the investor lifecycle.

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$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$650MM AUM

$700MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$650MM AUM

$700MM AUM

Streamlined investment funnel

Allow LPs to effortlessly complete accreditation, SEC questionnaires, e-signatures, and funding — all in one streamlined session.

Complex returns, simple execution

Cash Flow Portal handles complex waterfalls, hurdles, and preferred returns — making it easy to set up and send distributions for any scenario via ACH or check.

Custom public offerings page

Easily create a custom public offerings page to showcase multiple deals and key metrics at once. Simply select the offerings you want to feature and generate a unique link to share with LPs.

Built for a better LP experience

Provide LPs with an intuitive, self-serve portal to effortlessly track investments, access real-time reports, and share investments with family.

Never miss a K1

Easily share K1s and documents with LPs using our smart share feature, which automatically connects each document to the right investor.

Smarter reporting

Keep LPs informed with ease. Generate charts and reports with custom KPIs, embed URLs into polished investor email templates, and let LPs pull performance reports on their own, no more back-and-forth needed.

Compliance made easy

Cash Flow Portal streamlines accreditation, KYC/KYB, and AML by verifying the accreditation status of LPs only when needed and supporting both 506(b) and 506(c) deals.