Real estate, private equity, and more
All-in-one platform for commercial real estate
A unified, scalable platform for commercial real estate, designed to streamline your workflows — from deal acquisition and capital raising to investor management.
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
$279MM AUM
$350MM AUM
$230MM AUM
$400MM AUM
$250MM AUM
$831MM AUM
$370MM AUM
$450MM AUM
$1.4B AUM
$311MM AUM
$550MM AUM
$700MM AUM
Save time and eliminate busy work
Our fully integrated platform accelerates underwriting, streamlines fundraising, and automates investor management — so you can focus on closing more deals.
Empowering investors,scaling success
$150B
Assets under management
$28B+
Transactions
1,000+
GPs
70,000+
LPs
What our clients say
“The platform helps us connect with investors and raise capital efficiently. The support is excellent and the team knows our business inside out. The onboarding was super friendly and smooth!”
Managing Partner, Granite Towers Equity Group
“The platform helps us connect with investors and raise capital efficiently. The support is excellent and the team knows our business inside out. The onboarding was super friendly and smooth!”
Managing Partner
Business Owner
Cash Flow Portal checks all the boxes that others have lacked.
1. ZAPIER INTEGRATION - So many portals don't have this, we use it to automate stage changes in our CRM deal pipeline and notify our team via slack when statuses change
2. Support is top-notch. I cannot tell you the number of times on other portals that I have asked for a new feature and never get it after several years.
Read full review
Business Owner
The Cash Flow Portal support team is amazing. During our most recent capital raise, CFP support created a text message channel where our GP team could communicate with them in real-time. Whenever we encountered an issue (which is common in this business), CFP support responded rapidly and effectively. The CFP software is solid, and the CFP support team is even better.
Read full review
CEO & Founder
Cash Flow Portal has the best customer service and user interface! I've used other portals before, but they were clunky, outdated, and slow to respond. I've had several deals in CFP as a fund and Co-GP, and the experience has always been smooth and easy, even for someone who's not tech-savvy like me.
Read full reviewSee how fund managers use the platform
Watch how GPs manage capital accounts, run waterfalls, and export K-1s in one platform.
Try it freeComprehensive AI underwriting
Save time and close more deals with our AI-powered underwriting software that effortlessly parses rent rolls and T12s while enabling seamless team collaboration.
Automate underwriting
A CRM built for investor management
Strengthen relationships with a powerful CRM fully integrated into your investor portal. With built-in marketing tools, smooth data flow, and automation, you'll build trust and deliver an exceptional investor experience.
Enhance engagementGenerate new leads
Having a CRM is great, but one that also brings in new leads? Now that's spectacular. We provide a community for GPs to gain net-new LPs, meet other GPs and family offices, and all the leads pipe into our CRM.
Expand your network
Investor portal that simplifies operations
Manage your entire investor lifecycle in one platform. Streamline fundraising, simplify distributions, and generate reports with ease — all while giving your LPs a seamless experience.
Simplify your operationsFrom syndications to flexible funds, one platform does it all
GPs can manage syndications, SPVs, and flexible funds with built-in support from fund admins, bookkeepers, and legal counsel — all within a connected ecosystem.
Power your fundFunds
Direct syndication
Funds of funds
DST and 1031
Angel investments
Joint ventures
Beyond commercial real estate
While we specialize in CRE, our customers also use our platform to raise capital across diverse asset classes — from Starbucks franchises to trucking logistics. If there’s a cap table, we support it.
Why GPs & LPs love us
Fast setup, user-friendly tools, and support that cares. See why thousands of GPs and LPs trust Cash Flow Portal. Try now
Fast onboarding
Onboarding can be a long and tedious process. We cut through all that nonsense to give you the tools you need – fast. Get online and start raising equity in less than 12 hours.
Simplicity is key
Traditionally, investment software is complex and cumbersome – but we’ve changed that. Enjoy a simple interface and user-friendly experience suitable for investors of all levels.
Crazy good support
Your time is too valuable for us to leave you in the dark. We answer your questions in minutes, not hours, with support via a dedicated WhatsApp group. Some customers call our support "crazy good.”
Best investor experience
We've built Cash Flow Portal to be completely investor-friendly. Our syndicators keep their investors happy by offering a smooth and easy investment process, without losing a whole weekend learning our software or filling out paperwork.
Y Combinator backed
We’re backed by Y Combinator, one of the most prestigious startup accelerators in the world. Their motto is "Make something people want", which we do because we know exactly what investors want. After all, it's what we want too.
Powerful tools to streamline your funds
We’ve digitized the SEC investor questionnaire completed during the subscription process so it can be filled out online. This streamlined process allows GPs to review answers before countersigning, eliminating errors, and facilitating easy re-investment by enabling investors to update previous information.
Trusted and recognized
Seattle, WA
Support
Contact us©2025 All rights reserved. Cash Flow Portal Inc.