We integrate co-GPs capability right from the get-go.


$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
You can add an unlimited number of co-GPs per deal. Cash Flow Portal operates with a single account model, where the account serves as a lead GP for some deals and a co-GP for others.

Lead GPs cover the costs, allowing co-GPs to use the portal at no charge.

If a co-GP wishes to become a lead GP, they can easily create a new deal independently.

Co-GPs have their own subdomain, making it appear to their investors as if the deal is originating directly from them. Note: Lead GPs can also choose to show their logo alongside the co-GP’s logos.

Co-GPs’ investors belong to the co-GP and do not appear on lead GP’s CRM.

Co-GPs can turn on email interception for monthly updates, allowing them to customize content exclusively for their investors. Note: Lead GPs can also activate email flagging to have final approval on the emails sent.

Co-GPs only have visibility of the investors they bring in, not those from other GPs, ensuring confidentiality for all parties involved.

We understand the co-GP workflow and its challenges, which is why we prioritize them as first-class users within the portal.

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