Cash Flow Portal
Investment management software for real estate syndicators, fund managers, and their LPs.
Cash Flow Portal is a unified operations platform for real estate syndications, SPVs, and funds, bringing capital raising, accounting, and property management into a single system. It addresses the manual work involved in running investment operations by covering the investor lifecycle end to end, from fundraising and subscription through distributions, reporting, and tax documents.
The platform includes an investor portal, Distribution Engine for waterfall calculations, K-1 sharing, and in-portal investor updates. It offers a CRM with lead generation, marketing tools, and automated workflows, alongside AI underwriting that parses rent rolls and T-12s. Additional modules cover accounting and bookkeeping with QuickBooks integration, property management with leasing and rent collection, integrated banking, and fund administration. Integrations run through Zapier, connecting apps such as Mailchimp, HubSpot, Slack, and Google Sheets.
It is built for GPs, LPs, and investor relations teams across syndications, flexible funds, DSTs, and joint ventures, with applications beyond commercial real estate. A free plan is available without a credit card, alongside flexible pricing plans for new and established GPs, and custom solutions can be arranged.
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