Why Cash Flow Portal
Discover the unique features that set us apart and make us the leading choice for GPs and fund managers.
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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
Lead capture
Branded portal you can embed into your website.
Customizable investor lead capture form.
Integrate with over 5,000+ other tools via Zapier.
Drag and drop email builder to create professional emails.
Capital raising
Support 506(b), 506(c) and joint ventures for unlimited asset classes.
Intuitive and streamlined investment process, with digitized SEC questionnaire, W9 form and pre-populated e-sign templates.
Accreditation verification with Parallel Markets.
Fund through wire, direct ACH, or check.
Asset management
Sophisticated cap table management that supports prefs, splits, hurdles and other complex waterfall calculations.
Calculate distributions and pay investors via ACH or check directly in the portal.
Generate reports for Bluesky and K-1 filings with a click of a button.
Share investor reports and tax documents en mass.
Investor dashboard
Single sign on for all investors.
Comprehensive investment dashboard to track performance.
Generate performance report as PDF with one click.
Create SREO report to measure asset performance.
Co-sponsor collaboration
Invite unlimited co-sponsors to join your deal.
Single account to partner with different teams.
Privacy settings to protect cosponsor investor relationships.
Intercept lead-sponsor’s investor emails before sending.
Funds
Track IRR and net asset value.
Make capital calls and hard commitments.
Change log of investor capital accounts, with accrued interest and redemptions.
Flexible funds for investors to self select assets.
Support and migrations
Live customer support from 9am-9pm EST from Monday to Friday.
Support channels include phone, email, WhatsApp, Slack or Teams.
Onboarding services for each deal, including e‑signature template creation.
Looking to switch portals? We handle the entire migration process for you, at no additional cost.
Building trust with investment partners
Y Combinator
40,000+
700+
Seattle, WA
Support
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