Keeping our platform secure is a top priority at Cash Flow Portal.
Data security
Deal security
Vendors and compliance
All third party vendors used by Cash Flow Portal are vetted to be compliant with our security standards.
Cash Flow Portal is SOC II compliant.

Security procedures
To ensure an accurate security posture, we engage in bi-annual risk assessments and continuous vulnerability scanning.
Have a security concern? Contact [email protected].
Products
Capital raising
Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingProperty management
BookkeepingBank syncQuickbooks integrationReportsOwner portalMaintenanceApplications & eSignTenant screeningCRMRent collectionTenant portalCommunicationFund admin
Fund administrationInstitutional fund administrationSPVsFund admin servicesIntegrated CPA servicesBanking
Integrated bankingLeads
New leadsAccounting
Accounting©2026 All rights reserved. Cash Flow Portal Inc.