Cash Flow PortalInvestment management platform for real estate

Cash Flow Portal | Investment Management Software

Accelerate Your Capital Raising Efforts

Cash Flow Portal is an investment management software designed to streamline capital raising for general partners (GPs) and fund managers. Our platform has already helped many clients raise over $5 billion, making it easier to manage investor networks, present new deals, and win more opportunities.

Key Features

• Investor Portal: Manage investor relations and provide comprehensive deal data.
• Underwriting: Built-in tools for real estate underwriting.
• CRM: Dedicated CRM for funds and investments.
• Leads: Capture and nurture potential investors with customizable forms and drip campaigns.
• Automated Distributions: Simplify the distribution process.
• White Label & Custom Portal: Tailor the platform to your brand.
• Embedded Accreditation: Ensure compliance with 506(c) deals.
• Digitized Investor Questionnaire: Streamline the subscription process.

Use Cases

• Commercial Real Estate: Manage and raise capital for real estate projects.
• Private Equity: Simplify operations and investor relations.
• Venture Capital: Efficiently manage fundraising and deal flow.
• Start-ups: Attract and manage investors for new ventures.
• Alternative Investments: Support for various asset classes including oil and gas, logistics, and more.

Pricing

Cash Flow Portal offers flexible pricing plans tailored to meet the needs of different investment structures. Contact our sales team to get a customized quote that fits your requirements.

Teams

Our platform is designed to support various teams involved in investment management:

• Syndicators: Present new deals and manage fundraising.
• Fund Managers: Streamline operations and investor relations.
• Investor Relations Teams: Enhance communication and engagement with investors.
• GPs and Co-GPs: Collaborate efficiently on joint ventures and syndications.

Boost your track record and scale your business faster with Cash Flow Portal. Schedule a demo today to see how our platform can transform your investment management process.