Cash Flow Portal

What is Cash Flow Portal?

The real estate syndication software offered by Cash Flow Portal streamlines the capital raising process for general partners (GPs), providing a centralized platform to manage deals, investors, and operations. The platform enables GPs to create and update deal information, including property details, financial data, and investor information, all accessible through a convenient dashboard. Users can add, manage, and organize assets by property type and class, as well as track the capital raised for each deal. The software also facilitates investor communication and distribution management, automating workflows such as K1s, distributions, and investor updates, while generating comprehensive reports. By bringing together syndicators and investors on a single platform, Cash Flow Portal helps GPs build a track record and maximize value for their investors through transparent access to deal data and cash flow information

Highlights

• Centralized deal management: Create and update deals, add and organize assets by property type and class, and track capital raised
• Investor management: Add, sort, and monitor investors by class, percentage, investment status, and more
• Automated investor workflows: Streamline processes like K1s, distributions, and investor updates
• Comprehensive reporting: Generate detailed reports on deals, investors, and cash flow
• Investor communication: Provide investors with transparent access to deal data and cash flow information