Cash Flow Portal

Cash Flow Portal is for real estate sponsors, general partners, and fund managers who need to raise capital and manage investor relationships and fund operations in one place. It supports syndications, funds, and other investment structures, with tools to publish offering pages, collect investor subscriptions and signatures, and organize investor contacts and outreach. Investors can use the portal to view their investments, access shared reports and tax documents, and follow updates. Fund managers can manage ownership records, calculate distributions and waterfall payouts, and track fund and investor performance. The platform also includes fund accounting and reporting tools, plus AI-assisted underwriting for reviewing rent rolls and operating statements. Features available may depend on the account and services selected.

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