Vertical Street Ventures depends on Cash Flow Portal’s fast and responsive technical team for their operations.

Results

1500

Active units

$310MM

Assets under management

913

Investors

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What problems does Cash Flow Portal solve for you, and how does that benefit you?

Streamlined investor enrollment, Investor distributions through the portal, ACH option for investors to fund deals, strong and responsive technical team

What are Cash Flow Portal’s biggest strengths?

The people–the engineering team, support team, founder’s vision for the future product are all top. The team is nimble–quick to innovate, execute, fix issues, and responsive. Very receptive to client feedback. As a real estate syndicator himself, the founder understands the needs of real estate syndicators.

What advice do you have for the next prospective customer in choosing between CFP and other providers?

CFP innovates (for example, incorporating AI in investor communication templates, SREO, Investbase) pretty quickly so there are bound to be some bugs, however, they are very quick to resolve and respond.