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Simplify fund administration and SPV management

Cash Flow Portal is the ultimate platform for lead sponsors managing funds with SPVs. It reduces administrative work, simplifying SPV management and helping you scale your investments.

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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

End to end entity formation

Get your SPV fund managers up and running quickly. Schedule a call, and we’ll connect them with legal counsel to handle entity formation and set up the necessary legal documents. As a Cash Flow Portal customer, they’ll also benefit from exclusive pricing.

Dedicated SPV portals

Each SPV fund manager operates independently with their own investor portal, ensuring a clear separation from your fund. Their investment is reflected as an LP position in your deal, making it simple and easy to manage.

Hands-on onboarding

We provide your SPV fund managers with a dedicated onboarding session. Our team guides them through setup, training, and opening their fund to investors, ensuring they’re ready to hit the ground running.

Single account system

SPV fund managers who already use Cash Flow Portal don’t need a separate account. Our platform is designed for flexibility, allowing a single account to manage multiple roles — whether it’s for a syndication, SPV, or flexible fund.

Most economical pricing

Cash Flow Portal keeps costs low by only charging based on funds under management. For SPV fund managers, additional SPVs cost just $50/month to manage for every million dollars raised.

Dedicated communication channels

Every SPV you onboard gets its own dedicated WhatsApp group, ensuring clear and efficient communication between your SPV fund managers and the Cash Flow Portal team.

A centralized system

Cash Flow Portal provides a centralized platform for SPV fund managers. It supports both their current SPVs and future ventures, integrating smoothly with CRMs and other tools.

A complete solution for SPVs

Cash Flow Portal equips SPV fund managers with advanced tools like fund admin expense reconciliation, NAV statement generation, configurable preferred return start dates, and more. Explore the full suite of tools and services.

The system you know and trust

When SPV fund managers use Cash Flow Portal, the shared platform simplifies collaboration. No compatibility issues, no workflow adjustments — just seamless functionality within a system you’re already familiar with.

A solution for SPV managers too

Of course, SPV fund managers looking for their own platform can rely on Cash Flow Portal too. From entity formation and investor onboarding to tools like our CRM and underwriting software, we provide everything they need to succeed.