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Hedge funds investor portal

End-to-end investor management solutions for hedge fund managers

Engage your LPs with professional branding using our suite of investor portal and fundraising tools.

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$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 investor management

Modern interface and professional branding

In today’s high-stakes environment, an outdated portal can deter LPs from investing. But our modern, intuitive interface is sure to create a strong first impression.

Investment process made simple

Imagine you manage 70 LPs — that’s 70 signature links to send, 70 documents to countersign, and wrangling 70 investors to send wires. However, with Cash Flow Portal, you can manage this process on a unified platform: LPs can sign and fund their investments, while GPs can countersign and add addendums seamlessly.

Distributing K1s

Simply upload K1s and we will automatically match it to the LPs, like magic. The whole process takes less than 3 minutes. We’ve also created a dedicated tax center for LPs, making tax season that much simpler.

Different tranches, same cap table

Does your fund have multiple tranches? We support the cap table management and waterfalls specific to each tranche.

Built-in investor updates

We offer a drag-and-drop email editor for crafting messages to your investors and their beneficial owners (spouses, accountants, etc.). No separate system is needed to send emails.

First class support

Our customer support team is based in the US and Canada and consists of graduates from top universities. Serving as mini product managers, they possess in-depth knowledge of our platform and are available to address any questions you may have through dedicated communication channels.

Compliance

From accreditation verification, KYC / AML, to exporting cap tables for blue sky filings, we have everything you need.

Waterfall calculations

We have the most comprehensive waterfall calculator in the world. Need to capture asset management fees? Simply a few clicks away. Have multiple pref hurdles? Easy.

CRM deal pipelines

Our CRM deal pipelines simplify managing investor relations and deal flow, allowing you to manage and track potential investors and investment opportunities seamlessly.