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Investor portal for startups

Hi startups, nice to meet you

As a Y Combinator-backed startup, we understand the high costs of raising money. The last thing you want is to spend $12K on cap table management.

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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 investment management

Cash Flow Portal uses its own platform to raise funds.

To date, we've raised $8M using Cash Flow Portal. Initially, we tried using an attorney, but the back-and-forth process of signing SAFEs was extremely costly. After a few attempts, we decided to use Cash Flow Portal, and the results have been overwhelmingly positive.

Investing made simple

Imagine managing 70 LPs: that’s 70 signature links to send, 70 documents to countersign, and 70 investors to collect funding from, with attorney fees adding up. However, with Cash Flow Portal, LPs can sign and fund their investments directly, while GPs can countersign and add addendums just as easily.

Continuous development

Originally designed as an investor portal, we are in the process of tailoring our platform more specifically for startups. Want more features? Our team is always prepared to build them.

Multiple rounds, one cap table

If your startup undergoes multiple funding rounds, we provide support for managing the cap table and waterfalls for each tranche.

Built-in investor updates

We offer a drag-and-drop email editor that allows you to send emails to your investors, including their beneficial owners (ex. spouses, accountants, etc.). You no longer need a separate system for email communications.

First-class support

Our customer support team is based in the US and Canada and consists of graduates from top-tier universities. Acting as mini product managers, they possess deep knowledge of our product and are ready to assist you through dedicated WhatsApp or Slack channels.

Easy to export

If you raise your Series A in the future, you can easily export portal data and transition to a more institutional grade platform designed for startups.