All-in-one platform
for commercial real estate
A unified, scalable platform for CRE, designed to streamline workflows from deal acquisition and capital raising to investor management.
✓ Built-in funding and compliance with streamlined investor onboarding
✓ Robust distribution system supporting advanced waterfalls with ACH payouts
✓ Smart K-1 to investor matching to ensure nothing is missed
✓ Custom, shareable investor reports generated instantly
✓ Branded public offering pages to showcase new deals to investors and raise capital
One portal. All your capital raising.
See how top GPs streamline compliance, funding, and distributions with a single platform.
30-minute walkthrough • No commitment • Supports any deal structure
"I’ve used a variety of platforms over the years, but Cash Flow Portal stands out for its robust functionality, extensive feature set, and intuitive user interface." - Verified customer
The full investor lifecycle in one portal
Manage deals, fund investments, and communicate with investors in a single platform built to streamline every stage of the investor lifecycle.
Streamlined investor onboarding
Simplify the investment funnel with digitized SEC questionnaires, W9 forms and pre-populated e-sign templates.
Send distributions instantly
Ensure timely investor returns with our Distribution Engine, delivering precise waterfall calculations and ACH or check payouts.
Never miss a K-1
Effortlessly share K1s with LPs using our smart share feature, which automatically connects each document to the right investor.
Compliance made easy
Cash Flow Portal streamlines accreditation, KYC/KYB, and AML by verifying the accreditation status of LPs only when needed and supporting both 506(b) and 506(c) deals.
Smarter reporting
Keep LPs informed with transaction summary reports, shareable via URL and visualized through custom KPI-driven charts and graphs.
Custom offering page
Easily create a custom public offering page to showcase a new deal, highlight key metrics, and share a unique link with LPs.
Take your capital raising to the next level and replace your entire stack
Investor portal
Accreditation, distributions, & investor reporting
AI Underwriting
Parsing, due diligence, & lease visualization
Integrated CRM
Automations, pipelines, & lead management
Fund admin
Waterfalls, redemptions, & NAV statements
30-minute walkthrough • No commitment • Supports any deal structure