A guide for GPs

Investor reporting in the age of AI

Learn how GPs turn portfolio data into polished reports in minutes, so they spend more time managing their deals.

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Talk to a reporting expert

Learn how to use AI to create investor reports in minutes.

30-minute callNo commitmentBuilt for CRE

Investor reporting, powered by AI

Built into the tools you already use to manage deals and keep investors informed.

Cash Flow Portal assistant for creating buckets, classes and waterfalls

Deal setup in minutes

Turn deal terms or a subscription doc into classes, buckets and waterfalls, so every distribution and report is accurate from day one.

Total income chart comparing actuals to operating budget in an investor email

Performance charts

Turn property data into actual vs. budget and underwriting charts for metrics like NOI, occupancy, delinquency and CapEx, ready to drop into investor updates.

Plus ready-to-export reports:InvestmentsTransfer of capitalInvestor documentsBlue sky filingCapital call participantsTransaction historyQuickBooks journal entries
On Cash Flow Portal

From portfolio data to polished report

01

Your data is already here

Capital accounts, distributions and deal performance already live in Cash Flow Portal, so there's nothing to export or re-enter.

02

AI drafts the report

Turn the numbers into a clear, investor-ready update in minutes instead of starting from a blank page.

03

Review and send

Make your edits, then share with investors through the portal and email so every LP gets the same update.