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Real estate investor portal

All-in-one real estate investor portal software solution

Optimize your real estate investment management with our suite of specialized software for real estate GPs and fund managers, featuring 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

Cash Flow Portal helps you

Onboard in less than 20 minutes

Our intuitive platform design simplifies the process, allowing you to quickly create your offerings and share it with your LPs.

Offer the best LP experience

Through our digitized investor questionnaires, LPs can invest in deals in less than 5 minutes, reducing the traditional 30-minute document signing process.

Save time in the back office

Our comprehensive waterfall library manages even the most complex carry structures. Whether for a debt fund or a fund with multiple hurdles, our portal can handle it all.

Elevate your brand perception

Your brand defines your reputation. We tailor our investor portal with your logo and branding, ensuring a consistent brand image to your investors.

Conquer K1 season

Join our network and find the right CPA for your business, or grant your existing CPA access to all the information needed to produce K1s. Upload and share those K1s within minutes, enabling your LPs to securely access them through the portal.

Scale from syndications to funds

When you are ready to move on from syndications to creating a fund or a fund of funds, our network of legal counsel, CPAs, bookkeepers, and fund admins will take your business to the next level. Take a look at this walkthrough to see how to get started with funds on Cash Flow Portal.

Keep your operations on track

We understand the value of your time. Our dedicated support team ensures your operations run smoothly by swiftly resolving issues, with most tickets addressed within a day.