Integrated reporting and communication
Quality communication with LPs boosts their confidence and increases their likelihood to reinvest. Thanks to Cash Flow Portal, this capability is integrated to strengthen your LP relationships.
$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
Your partner in investment management
Effortless monthly updates
You can input KPIs directly into the portal, and we will generate charts on your behalf. In fact, we will write your monthly updates using generative AI.
KPIs
You can create custom KPI collections to share any information you want with your LPs, and you can also import data directly from a property management T12.
Compliance and email engagement
Enhanced compliance measures and visibility into email recipients' engagement.
Native updates
In addition to sending emails, you can also write updates directly on the portal for LPs to view upon logging in.
Emails are tied to investments
If your LPs happen to miss your emails, they can access them and all their other investment information conveniently from one place.
Generate reports
Save time by using the portal to generate and distribute personalized reports for each of your LPs in one step.
Generate summaries for your own use
Exporting cap table data, contacts, specific investment details, or distribution data is just moments away.
Trusted and recognized
Seattle, WA
Support
Contact us©2025 All rights reserved. Cash Flow Portal Inc.