Share K1s and documents in seconds
We launched Cash Flow Portal to streamline sharing K1s with LPs. Since then, we’ve evolved to offer a comprehensive suite of features.
$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
Your partner in investment management
Share K1s with ease
Upload your K1s—whether tens or hundreds—and we automatically assign them to the corresponding LPs.
LP tax center
We created a dedicated tax center for LPs to easily find their K1s, making tax season simpler and reducing questions.
Intuitive functions
According to our customers, our platform is the most user-friendly tool out there.
Organize systematically
Create sections to efficiently organize documents. For example, create one section for this year’s draft K1s and another for the final versions.
Automatic subscription document uploads
Subscription documents signed through the portal, including addendums, are automatically uploaded and shared with the LP.
Seamless document migration
If you are switching from another portal, we will help migrate all your documents. Speak with our team to learn more.
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