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Real estate investor portal

All-in-one real estate investor portal software solution

Optimize your real estate investment management with our suite of specialized software for real estate GPs and fund managers, featuring investor portal and fundraising tools.

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Real estate investor portal dashboard
RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

REM Capital

$650MM AUM

Grocapitus

$700MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

REM Capital

$650MM AUM

Grocapitus

$700MM AUM

Cash Flow Portal helps you

Onboard in less than 20 minutes

Our intuitive platform design simplifies the process, allowing you to quickly create your offerings and share it with your LPs.

Onboard in less than 20 minutes

Offer the best LP experience

Through our digitized investor questionnaires, LPs can invest in deals in less than 5 minutes, reducing the traditional 30-minute document signing process.

Offer the best LP experience

Save time in the back office

Our comprehensive waterfall library manages even the most complex carry structures. Whether for a debt fund or a fund with multiple hurdles, our portal can handle it all.

Save time in the back office

Elevate your brand perception

Your brand defines your reputation. We tailor our investor portal with your logo and branding, ensuring a consistent brand image to your investors.

Elevate your brand perception

Conquer K1 season

Join our network and find the right CPA for your business, or grant your existing CPA access to all the information needed to produce K1s. Upload and share those K1s within minutes, enabling your LPs to securely access them through the portal.

Conquer K1 season

Scale from syndications to funds

When you are ready to move on from syndications to creating a fund or a fund of funds, our network of legal counsel, CPAs, bookkeepers, and fund admins will take your business to the next level. Take a look at this walkthrough to see how to get started with funds on Cash Flow Portal.

Scale from syndications to funds

Keep your operations on track

We understand the value of your time. Our dedicated support team ensures your operations run smoothly by swiftly resolving issues, with most tickets addressed within a day.

Keep your operations on track

Trusted and recognized

Best estimated return on investment in Summer 2024Best meets requirements in Summer 2024Best results in total in Summer 2024Best usability in Summer 2024Users most likely to recommend in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest admin in Summer 2024Easiest to set up in Summer 2024Easiest to use in Summer 2024Highest user adoption in Summer 2024Leader in Summer 2024Best support and quality of support in Summer 2024
System and Organization Controls (SOC) for Service Organizations
G2
Five star ratings
G2- out of 5
Capterra
Five star ratings
Capterra- out of 5
Backed by Y Combinator
Ready to get started?
Create an account instantly to explore the platform, or contact us to design a custom solution for your CRE business.
Flexible pricing
Plans for new and established GPs.
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Cash Flow Portal

LocationSeattle, WA

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Leader in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest to use in Summer 2024Best support and quality of support in Summer 2024Users most likely to recommend in Summer 2024
Capterra
Five star ratings
Capterra-
Backed by Y CombinatorSystem and Organization Controls (SOC) for Service Organizations

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