Next-day payouts
and real-time reconciliation

Faster payouts, cleaner records, and full visibility. Cash Flow Portal Banking streamlines investor funding, vendor payments, and distributions with built-in tracking and real-time, audit-ready records.

✓  Send next-day ACH payouts for $1

✓  Open an account in minutes

✓  No monthly fees or minimum balance

✓  Automatic, audit-ready records

✓  1.5% cash rewards on eligible balances

Move capital faster with clear visibility

See how top GPs move capital faster and stay audit-ready with Cash Flow Portal built-in banking.

30-minute walkthrough • No commitment

Clarity and control for every transaction

Bring your operating account into your portal with Cash Flow Portal Banking to eliminate external logins, manual reconciliation, and multi-day distribution delays.

Powered by Core Bank

Keep your cash secure. Accounts are held at Core Bank, Member FDIC, with approximately $1B in assets. Core Bank provides the banking infrastructure for Cash Flow Portal.

Open an account in minutes

Open an account in less than five minutes and start moving capital with confidence instead of worrying about distribution timing.

Cash Flow Portal is a financial technology platform and not a bank. Banking services are provided by Core Bank, Member FDIC. Deposits held at Core Bank are insured by the FDIC up to the standard maximum deposit insurance amount per depositor, per ownership category.

Manage capital and investors in one place with a platform built by GPs, for GPs

AI Underwriting

Parsing, due diligence, & lease visualization

Investor portal

Accreditation, distributions, & investor reporting 

Integrated CRM

Automations, pipelines, & lead management

Fund admin

Waterfalls, redemptions, & NAV statements

30-minute walkthrough • No commitment