Lead GPs and Co-GPs
Here's a comparison of the challenges we have resolved and the features available in Cash Flow Portal for GPs and co-GPs.
Challenges resolved
Different roles require separate accounts
User has to logout and log back in with a different email address
Co-GP's investors' end up in the lead GP's CRM
Co-GP's investors' email addresses can be easily exposed to the Lead GP
Lead GP
One email, one account needed (Lead GP or Co-GP)
Easily switch between investing and syndicating
Separate CRM for each access type
LPs' email addresses cannot be seen if the co-GP has enabled privacy settings for their LPs'
Co-GP
One email, one account needed (Lead GP or Co-GP)
Easy switch between investing and syndicating
Separate CRM for each access type
Has the option to not show their LPs' email addresses to Lead GP
GP / LP duality
Single sign-on
An user is associated to one email address
That user happens to be a Co-GP in some deals, lead GP in other deals
Seamlessly switch between syndicating and investing
One email address can be used for both Lead GP and Co-GP roles in different deals
LP benefits
See and export a Schedule of Real Estate Owned (SREO)
Manually add external investments to their SREO
Never have to log out of their account
Can start as an LP, and if they want to become a GP, it’s the same account!
Scenarios addressed
GP's who want to invest in their own deal need to log out and back in with a different email address
LP's need to create a new account for every GP they invest with
Co-GP has to create new account for every Lead GP
If a Co-GP wants to be a Lead GP one day, they have to create a new account
Seattle, WA
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