Faster distributions
with built-in banking

Faster distributions. Cleaner records. Total visibility. Cash Flow Portal Banking streamlines investor funding, vendor payments, and distributions — all with built-in tracking and instant reconciliation.

Schedule a demo

Next-day distributions

Send next-day ACH distributions, transfer instantly between your Cash Flow Portal accounts, and fund investments faster than traditional ACH or wires.

Automatic reconciliation

All payments, distributions, and transfers are tracked and linked to investments, giving you clean, audit-ready records and faster reconciliations.

1.5% cash reward

Make your idle cash work. Earn a 1.5% annual cash reward on eligible balances with Cash Flow Portal. Terms and eligibility requirements apply.

No monthly fees

Save on banking costs. No monthly fees, no minimum balances, and low transfer costs for distributions.

Idle cash shouldn't earn nothing

Capital between milestones — raised but not yet deployed, held ahead of a distribution — earns a 1.5% annual cash reward automatically. No separate account. No sign-up. It just works.

Your raise is ready, your banking should be too

You've structured the deal and lined up the investors. The last thing slowing you down should be a bank account approval.

Cash Flow Portal Banking is built into your workflow — your account, compliance, and infrastructure are ready before the first commitment comes in.

Everything in one place

Set up your deal room, open a banking account, and send investor updates — all without leaving Cash Flow Portal. No switching between tools. No disconnected steps. When you're ready to launch, you already are.

Open an account in minutes

Open an account in less than five minutes and start moving capital with confidence instead of worrying about distribution timing.

One-click transaction clarity

Every transaction is directly linked to its investment, so you get instant clarity without digging through bank statements.

Powered by Core Bank

Accounts are held at Core Bank, Member FDIC, chartered in 1977 and headquartered in Omaha, Nebraska, with approximately $1B in assets. Core Bank provides the banking infrastructure for Cash Flow Portal.

Cash Flow Portal is a financial technology platform and not a bank. Banking services are provided by Core Bank, Member FDIC. Deposits held at Core Bank are insured by the FDIC up to the standard maximum deposit insurance amount per depositor, per ownership category.

Ready to get started?

Distribute faster with built-in banking.

Start for free Schedule a demo

Flexible pricing

Plans for new and established GPs.

See pricing

Generate new leads

The only purpose-built CRM that generates new leads.

New leads