Investor relation teams
One tool to run your business
Experience a fully integrated solution that combines CRM, investor portals, reporting, investor communication, and more into one user-friendly tool.
$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
Simplify your workday with one tool
Investor relations teams love us. In fact, some firms have chosen to adopt Cash Flow Portal because their investor relations teams insisted on exclusively using our portal.
Reporting is a breeze
Easily access transaction summaries and generate reports anytime, anywhere.
Intuitive functions
According to our customers, our platform is the most user-friendly tool out there.
Blue sky filing made easy
Sending a report to your legal counsel is a click away.
Easily extract signatures
Subscription booklets are lengthy, but with just a few clicks you can quickly extract the necessary signature pages for your legal counsel.
Best tracking tool
Tagging investments with special circumstances and notes? Easy. Need to export them for further analysis? Done.
LPs love it
We have recorded $14M raised in just 48 hours, with no LPs reporting difficulties navigating the subscription process.
Amazing support
We deeply value our customers and are passionate about our work. That's why we've built a customer success team dedicated to meeting their needs.
Bill by property
Instead of using one bank account to pay for multiple properties, you have the ability to pay invoices for each property through its individual bank account.
Trusted and recognized
Seattle, WA
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