All-in-one tool to simplify capital raising

Our roots are in multifamily syndication, making it a part of our DNA and driving our commitment to excellence.

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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

Your partner in investment management

The best all-in-one tool

When raising equity, you don’t want your tool to be a blocker, which is why CFP ensures seamless reliability.

Seamless migration

Using another tool? We offer white-glove migration services and weekly syncs until your new portal goes live.

Support you can count on

Our support teams, based in the US and Canada and composed of top-tier university graduates, offer expert knowledge of our product, ensuring you are in good hands.

User-friendly and intuitive

Customers often praise the ease of use during migration. As product enthusiasts, we place a high priority on delivering an exceptional product and user experience.

Constant innovation

Product first, sales second – a principle that shapes our approach and focuses our efforts.

Empowering teams

Channel your team's success and enhance their experience. We've heard from investor relations teams that they would quit if their investment firm didn’t use Cash Flow Portal.