Faster distributions
with built-in banking

Faster distributions. Cleaner records. Total visibility. Cash Flow Portal Banking streamlines investor funding, vendor payments, and distributions — all with built-in tracking and instant reconciliation.

Set up in 5 minutes

Next-day distributions

Send next-day ACH distributions, transfer instantly between your Cash Flow Portal accounts, and fund investments faster than traditional ACH or wires.

Automatic reconciliation

All payments, distributions, and transfers are tracked and linked to investments, giving you clean, audit-ready records and faster reconciliations.

1.5% cash reward

Make your idle cash work. Earn a 1.5% annual cash reward on eligible balances with Cash Flow Portal. Terms and eligibility requirements apply.

No monthly fees

Save on banking costs. No monthly fees, no minimum balances, and low transfer costs for distributions.

Powered by Core Bank

Keep your cash secure. Funds are deposited at Core Bank, Member FDIC. Cash Flow Portal is a financial technology platform and not a bank.

One-click transaction clarity

Every transaction is directly linked to its investment, so you get instant clarity without digging through bank statements.

Open an account in minutes

Open an account in less than five minutes and start moving capital with confidence instead of worrying about distribution timing.

Cash Flow Portal is a financial technology platform and not a bank. Banking services are provided by Core Bank, Member FDIC. Deposits held at Core Bank are insured by the FDIC up to the standard maximum deposit insurance amount per depositor, per ownership category.

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Distribute faster with built-in banking.

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Flexible pricing

Plans for new and established GPs.

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