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A complete cloud-based model for real estate underwriting

The first 100% cloud-based underwriting model for real estate, built to replace spreadsheets with a comprehensive tool for analyzing multifamily deals.

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Underwriting model
Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Most comprehensive underwriting model

Cash Flow Portal replaces spreadsheets with a flexible, powerful solution for multifamily underwriting. While some use it just for parsing, the model handles far more. It’s designed to adapt to complex deal structures and provide the accuracy needed for reliable analysis.

Most comprehensive underwriting model

Supports short-term rental, retail, and development underwriting

Cash Flow Portal simplifies underwriting for complex deal types. For development deals, it accounts for 'development periods' with flat rents and 'lease-up periods' with increasing rents. Short-term rentals are also covered, with options for daily rates and unit-specific vacancies.

Supports short-term rental, retail, and development underwriting

Complexity made simple

Cash Flow Portal underwriting is designed for sophisticated users more opti— from commercial brokers to private equity firms to lenders. Built to handle complex scenarios, it’s a tool that embraces and simplifies complexity.

Complexity made simple

Refinancing and multiple loans

Manage multiple loans and refinance scenarios directly within our cloud-based model, tailored for complex financing structures.

Refinancing and multiple loans

Scenario planning

Imagine you have 2 business plans, 3 loan terms, and 2 unit mixes to evaluate. That’s 12 combinations, typically requiring multiple spreadsheets where data isn’t easily carried over. In Cash Flow Portal, you can save and revisit each scenario, quickly making any saved scenario active without duplicating work.

Scenario planning

Team collaboration

Share your underwriting models with team members, LPs, co-GPs, and even clients. This feature allows you to easily collaborate with others, keeping everyone aligned and informed — whether working within your team or sharing with external partners.

Team collaboration

Complex waterfalls built in

Add acquisition fees, asset management fees, and complex waterfalls directly into the model. Cash Flow Portal makes it easy to include IRR hurdles and other advanced structures that are challenging to handle in spreadsheets.

Complex waterfalls built in
Export to spreadsheet

Export to spreadsheet

Easily export all underwriting data to a spreadsheet for additional analysis or customization for reporting.

Export to PDF

Export to PDF

Quickly generate a PDF with all relevant underwriting data, ready to share with partners, LPs, or other stakeholders for easy distribution and presentation.

Sensitivity analysis in a breeze

Anyone who’s tried sensitivity analysis in a spreadsheet knows how time-consuming it can be. With Cash Flow Portal, sensitivity analyses are generated instantly, saving you valuable time.

Sensitivity analysis in a breeze

I’m more used to my spreadsheet

We know this is a common preference — many people like using a cloud provider for parsing but prefer to stick with their spreadsheets for other tasks. Integration with popular spreadsheets is on our roadmap, so let us know which one you’d like us to support.

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Trusted and recognized

Best estimated return on investment in Summer 2024Best meets requirements in Summer 2024Best results in total in Summer 2024Best usability in Summer 2024Users most likely to recommend in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest admin in Summer 2024Easiest to set up in Summer 2024Easiest to use in Summer 2024Highest user adoption in Summer 2024Leader in Summer 2024Best support and quality of support in Summer 2024
System and Organization Controls (SOC) for Service Organizations
G2
Five star ratings
G2- out of 5
Capterra
Five star ratings
Capterra- out of 5
Backed by Y Combinator
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