www.cashflowportal.com Open in urlscan Pro
2606:4700:20::ac43:49db  Public Scan

Form analysis
0 forms found in the DOM

Text Content

You need to enable JavaScript to run this app.
Home
Features
For syndicators / GPs / sponsors
Equity raisingInvestor managementAttract more investorsTips for choosing
syndication softwareIntegrations
For passive investors / LPs
Looking to invest?Real estate investor portalKnowledge center
Case studies
Abbas MohammedJoel Fine
Got questions?
Contact us to get them answered
support@cashflowportal.com
Pricing
Blog
About
Sign in
Schedule a demo





Platform


REAL-ESTATE SYNDICATION SOFTWARE THAT ACCELERATES CAPITAL RAISING

We've already helped many real-estate syndicators raise $500MM+ using Cash Flow
Portal. We make it easy for GPs to raise money, streamline operations, and reach
investors to win more deals than ever before.

Get started – it's free
No credit card required


Grow


BUILD YOUR INVESTOR NETWORK AND RAISE MONEY FASTER

The main challenge for early real-estate syndicators is creating a system to
raise capital. Our platform helps syndicators present new deals, share
documents, administer property information, and manage fundraising.




THE #1 EQUITY RAISING TOOL

Investing in your deal is easier than reading an email. Instant check-out. Done.



Automate


BOOST YOUR TRACK RECORD AND SCALE YOUR BUSINESS FASTER

Our platform brings together syndicators and investors and helps you build a
track record by keeping open communication lines. We help you maximize value to
the investors by giving them access to the comprehensive deal data and monthly
cash flow via a robust real estate investor portal.

Keep your investors happy. They are your #1 real-estate investment tool.




TRUSTED BY PROFESSIONALS FROM



Invest


REAL ESTATE INVESTOR PORTAL THAT MAKES INVESTING A BREEZE

People tend to overcomplicate things, especially when it comes to real estate.
It's time for a change. We made a promise to make real estate investing
intelligent and easy without having to sacrifice quality. View and analyze all
your potential deals on one platform. Invest with confidence in a few clicks.



Enjoy


VIEW ALL YOUR DEALS WITH A SINGLE LOGIN AND INVEST INSTANTLY

When investing in multiple syndications, passive investors have to log in to
countless portals, spend time on emails and documents. Rather than focusing on
paperwork, you can get back to what's most important. That is, enjoying the
benefits of your investment.




WHY CHOOSE CASH FLOW PORTAL


FASTEST TO ONBOARD

Onboarding can be a long and tedious process. We cut through all that nonsense
to give you the tools you need – fast. Get online and start raising equity in
less than 12 hours.


SIMPLICITY IS KEY

Traditionally, investment software is complex and cumbersome – we change that.
With our simple interface and user-friendly experience, investors of all levels
enjoy using our platform.


BEST INVESTOR EXPERIENCE

We've built Cash Flow Portal to be completely investor-friendly. Our syndicators
keep their investors happy by offering a smooth and easy investment process,
without losing a whole weekend learning our software or filling out paperwork.


CRAZY GOOD SUPPORT

Your time is too valuable for us to leave you in the dark. We answer your
questions in minutes, not hours, by providing support round-the-clock in a
dedicated WhatsApp group. Some customers call our support "crazy good."


YC BACKED

We’re backed by Y combinator, one of the most prestigious startup accelerators
in the world. Their motto is "Make something people want", which we do because
we know exactly what investors want. After all, it's what we want too.




WHAT OUR CUSTOMERS SAY

The platform helps us connect with investors and raise capital efficiently. The
support is excellent and the team knows our business inside out. The onboarding
was super friendly and smooth!

Ed Sittler
Sigma Real Estate

This portal helped me and my team save 90% of the time we spent on paperwork and
raise capital faster. Automating distributions, storing, and organizing all our
documents in one place made us much more efficient and saved hours of manual
work.

Nic Espanet
Thrive Multifamily LLC

We wanted to expand our business, acquire more properties, and new-devs. Our
growth would be much slower if not for the features that Cash Flow Portal
provides to help us raise capital. We built an excellent track record and
expanded our investor network.

Boone Nerren
Cloud Capital LLC

I was wondering if anyone could share their recommendations for an investor
portal.

Would love to hear anyone's advice on the best portal so we can pick one before
our next deal! Thanks in advance!

Shawn Griffith

Cash Flow Portal from our very own Perry Zheng! We love it


5

Abbas Mohammed

I highly recommend Cash Flow Portal. Great product and amazing support staff


6

Alain Villegas

We have used IMS, Juniper Square, Syndication Pro and Cash Flow Portal. We will
be moving Cash Flow Portal for two reasons: (1) This is a start up that I have
invested and have been consulted on the functions/features that is appropriate
for investors; (2) The support is amazing and founder Perry Zheng listens to
customers' needs and addresses them. The functions are almost at par with the
other platforms but in the next couple years, it will be more superior.


12

Deepti Mikkilineni

Another fan of Cash Flow Portal. Great product and more importantly customer
centric approach from Perry Zheng 👍


5

Joel Fine

+1 for Cash Flow Portal - amazing support


6

Sunny Britting Espanet

Agree about the customer support on Cash Flow Portal. Perry takes detailed notes
every time we speak and is 100% receptive to hearing ideas. He also doesn't
overpromise. He sets reasonable expectations for when features may come online.
Great guy!


4

Sunny Britting Espanet

If a feature is missing right now, it is likely in the pipeline. We have been
working with Perry from the start of Cash Flow Portal and are amazed at how
quickly it has progressed!


3

Jeff Bartlett

I have used IMS, Syndication Pro, and Cash Flow Portal ... and have selected
Cash Flow Portal because it delivers the smoothest customer experience. All it
takes is losing one customer because of a poor portal experience to appreciate
the importance of providing a smooth customer experience when they are signing
documents. Cash Flow Portal is a new product and is still evolving, but Perry
Zheng has been hyper-responsive to his customers.


5
Show more

San Eng shared a link

Also sharing Perry Zheng's Cash Flow Portal syndication software as several
Sumrokers asked in recent months. Skytian has used half dozen as GP and LP and
Perry's product is the newest but we love the user interface - friendly and
easy. It's NOT full feature yet, but Perry's adding to it weekly.
This one I'm self-interested, love the product and Perry's vision and pitch for
it as biz that Skytian put in modest investment in last round.


12


FEATURES OF CASH FLOW PORTAL


DIGITIZED INVESTOR QUESTIONNAIRE

We’ve taken the SEC investor questionnaire that is completed by the investor
during the subscription process and digitized it so they can fill it out online.
No more tiny text boxes on pdfs, our streamlined questionnaire allows the GP to
review answers before countersigning and eliminates the opportunities for
errors. What’s more, investors can copy their questionnaire from a previous
investment and update their information, making the re-investment process that
much easier.


INVESTOR QUALIFICATION FORM

An investor’s financial circumstances and investment goals are constantly
changing, new job, moving cities, starting a family - the only constant is
change. With that, it’s important to stay connected with your investors and
understand their short and long term financial goals. That’s why we’ve created
an ‘investor qualification form’ where your investors can share what they are
looking for in an investment so that you can serve them better. Whether they’re
looking for cash flow, total return, capital preservation or tax benefits,
you’ll always be informed of what’s important to them.


EMBEDDED ACCREDITATION FOR 506(C) DEALS

We’ve partnered with Parallel Markets to provide third-party verification for
accredited investors directly in our portal. This means your investors won’t
need to leave the subscription process to verify their accreditation status,
which significantly reduces friction during the capital raising process for
506(c) deals. Parallel Markets’ unique ‘Passport’ means that investors can
request an updated certificate instantly in the same tax year if their financial
circumstances haven’t changed, allowing them to make repeat investments with
ease.


AUTOMATE DISTRIBUTIONS

Create distributions and pay your investors via ACH directly in our portal. We
support waterfall calculations based on IRR, ownership, preferred returns or
upside split. Simply add a period that particular distribution amount covers,
payment dates and memos and our platform automatically calculates distribution
amounts based on classes and percent of total offering.


WE HELP SYNDICATORS NETWORK AND RAISE CAPITAL

Get started – it's free
No credit card required

Seattle, WA

© Copyright 2022 Cash Flow Portal Inc.
All rights reserved.

Get started

PricingSign upSign in

Support

Terms of usePrivacy policyContact us

Features

For syndicators / GPs / sponsors

Equity raisingInvestor managementAttract more investorsTips for choosing
syndication softwareIntegrations

For passive investors / LPs

Looking to invest?Real estate investor portalKnowledge center

Company

Join our private Facebook groupJoin our Facebook communityRead our blogAbout us