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Private equity investor portal

Simplify investor management and accelerate fundraising

Streamline your private equity management with our suite of investor portal tools.

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Private equity investor portal dashboard

$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

Cash Flow Portal helps you

Raise capital faster

Minimize setup time – go online and start raising equity in under 12 hours.

Reduce friction during the investment process with our digitized SEC questionnaire, W9 form, and pre-populated e-sign templates.

Verify LP accreditation status with our Parallel Markets integration.

Enable LPs to initiate ACH payments or enter wire transfer details directly through the portal.

Equity raising simplified

Spend less time managing investors

Calculate distributions and pay investors via ACH or check directly through the portal.

Share investor reports and tax documents en masse.

Generate reports for Blue Sky and K-1 filings with the click of a button.

Grant LPs instant access to investment and distribution updates without requiring your intervention.

Investor management

Prioritize security

All data is encrypted both in transit and at rest, with specific measures taken to safeguard Personal Identifiable Information (PII).

Deal documents are secured using AWS S3 with fully controlled access.

The investment history changelog records timestamps and details of all changes made.

Certified to meet SOC II compliance standards for security and privacy.

Security at Cash Flow Portal

What you get with Cash Flow Portal

Fund of funds support

Track investor capital accounts including accrued interest and redemptions, make capital calls and hard commitments, offer flexible funds for investors to self select assets, and integrate with your private equity fund administration software. Explore different fund options.

Easy investor onboarding

User-friendly and intuitive investment process featuring digitized SEC questionnaires and W9 forms, pre-populated e-sign templates, and integrated ACH transfers for funding.

Powerful distribution calculator

Calculate distributions and pay investors via ACH or check directly within the portal. Sophisticated cap table management supporting prefs, splits, hurdles, and other complex waterfall calculations.

Streamlined investor experience

LPs can monitor investments using a comprehensive dashboard, generate performance reports as PDFs with a single click, and securely manage banking and tax details, all from one platform.

Turn-key solution

Creating your investor portal is simple: select a custom URL, upload your logo, and you are set to configure your fund and initiate capital raising. Already have an existing fund? We provide a white glove migration service.

Crazy good support

We value your time, which is why we respond to your inquiries within minutes via our dedicated round-the-clock WhatsApp channel. That is why some customers describe our support as “crazy good.”