Cashflow Portal
Investment management platform purpose-built for CRE syndicators, fund managers, and GPs. Covers the full capital-raising and investor management lifecycle, from deal creation and equity raising to distributions, K-1s, accreditation/KYC, and LP reporting, in one unified portal. Includes AI-powered underwriting, a built-in investor CRM, co-GP management, and white-label branding. Known for modern UI, fast onboarding (live in under 12 hours), and exceptional customer support.
Use when managing a CRE syndication or fund and need an end-to-end platform for raising equity and managing LP relationships. Instead of cobbling together DocuSign, spreadsheets, and wire instructions manually, Cash Flow Portal lets syndicators present deals, collect digital subscriptions and accreditation, automate distributions, send K-1s, and give LPs a clean self-service portal, all in one place and online in under 12 hours.
