Cash Flow Portal

Cash Flow Portal

Founded by Perry Zheng in 2020

An investment management platform for real estate

Cost

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Cash Flow Portal to manage real estate syndications, SPVs, and flexible funds. Track investor relationships with an integrated CRM, automate underwriting with AI, handle distributions and K-1s, and raise capital from limited partners. Create investor portals, digitize subscription processes, and manage fund administration. Generate leads through their GP community network and streamline the entire investment lifecycle from deal acquisition to investor reporting.

What Cash Flow Portal does

Upload and analyze property rent rolls with AISend automated investor updates and reportsProcess investor capital contributionsGenerate waterfall distribution calculationsCreate digital subscription documentsTrack investor accreditation statusExport financial reports and K-1sManage co-sponsor relationshipsAI-powered rent roll and T12 parsingIntegrated CRM that generates new leadsDigitized SEC investor questionnairesAutomated distribution calculationsBuilt-in fund administration servicesWhite label investor portalsReal-time support via WhatsAppK-1 generation and export

Pricing breakdown

PlanPrice10 seats / yr

Emerging$499.00 / mo$59,880

Funds+$999.00 / mo$119,880

Annual estimates assume continuous billing at the listed list price. Volume discounts typical above 50 seats.

Tutorials & Demos

Frequently asked

Mailchimp

HubSpot

Zoho

Google calendar

Google calendar

Pipedrive

ActiveCampaign

Calendly

QuickBooks

QuickBooks Zapier

Zapier

Slack

Airtable

Gmail

Google Workspace

Google Workspace

Salesforce

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