Cash Flow Portal - Business and Financial Management Tool
Founded by Perry Zheng in 2020
An investment management platform for real estate
Cost
Paid
Rating
★ People love it
Time to value
Quick Setup (< 1 hour)
You can use Cash Flow Portal to manage real estate syndications, SPVs, and flexible funds. Track investor relationships with an integrated CRM, automate underwriting with AI, handle distributions and K-1s, and raise capital from limited partners. Create investor portals, digitize subscription processes, and manage fund administration. Generate leads through their GP community network and streamline the entire investment lifecycle from deal acquisition to investor reporting.
What Cash Flow Portal does
Pricing breakdown
Annual estimates assume continuous billing at the listed list price. Volume discounts typical above 50 seats.
Tutorials & Demos
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