The only CRM that generates new leads
Why stop at organization and outreach? Get a CRM that connects you with new investors, not just keeps track of them.
$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
CRM that sources new LPs
Our marketplace connects you to LPs through profile filters based on market interests, accreditation, and investment activity. Once connected, new contacts flow directly into your Cash Flow Portal CRM — ready for automations, tagging, and more.
Be discoverable to LPs
LPs can also discover and reach out to you based on your track record on past deals and reviews, giving you the opportunity to start conversations, build meaningful relationships, and keep them informed about new offerings.
Find co-sponsors
Our CRM isn’t just for finding LPs — it also helps you connect with other GPs. Whether you’re looking for a co-sponsor or exploring partnership opportunities, the marketplace makes it easy to connect.
Worried about your LPs? They’re unaffected
LPs don’t have access to the marketplace, keeping your portal branded to you and your investors private.
506(b) and 506(c) compliant
Stay SEC compliant while expanding your investor base — our marketplace supports both 506(b) and 506(c) offerings.
Explore the marketplace
Exclusively for GPs on Cash Flow Portal, you can access our LP marketplace by creating an account, setting up your company portal, and visiting the Leads tab for steps to get featured.
Get started
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