For syndicators
All-in-one tool to simplify capital raising
Our roots are in multifamily syndication, making it a part of our DNA and driving our commitment to excellence.
$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
The best all-in-one tool
When raising equity, you don’t want your tool to be a blocker, which is why CFP ensures seamless reliability.
Seamless migration
Using another tool? We offer white-glove migration services and weekly syncs until your new portal goes live.
Support you can count on
Our support teams, based in the US and Canada and composed of top-tier university graduates, offer expert knowledge of our product, ensuring you are in good hands.
User-friendly and intuitive
Customers often praise the ease of use during migration. As product enthusiasts, we place a high priority on delivering an exceptional product and user experience.
Constant innovation
Product first, sales second – a principle that shapes our approach and focuses our efforts.
Empowering teams
Channel your team's success and enhance their experience. We've heard from investor relations teams that they would quit if their investment firm didn’t use Cash Flow Portal.
Privacy is our priority
Built with a security-first approach, your LPs’ privacy is always our priority.
Trusted and recognized
Seattle, WA
Support
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