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Cash Flow Portal

Syndication platform with investor portal, AI underwriting, and fund admin.
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Starting Price
$499/month (billed yearly)
Best For
General Partners, Syndicators, Fund Managers, Investor Relations Teams
Company Size
Small, Mid-Market
Deployment
Cloud
Property Types
Commercial, Multifamily

About Cash Flow Portal

Cash Flow Portal is a real estate syndication and investment management platform that consolidates capital raising, investor management, fund administration, accounting, and property operations in one system. Sponsors get a custom-branded investor portal with e-signatures, digitized SEC questionnaires, automated KYC/AML, distribution waterfalls, and K-1 delivery. The Syndication Suite adds AI-powered underwriting that parses rent rolls and T-12s, plus CRM, marketing email, and lead management tools for raising equity. The Seattle-based, Y Combinator-backed company reports over $6B in cumulative capital raised through the platform by 750+ GPs and 150,000+ LPs.

✓ Pros

✓Covers the full sponsor workflow from raise to distributions in one platform
✓Published pricing with a free, no-credit-card way to start
✓AI underwriting with rent roll and T-12 parsing built into the Suite plan
✓SOC 2 certified with a large base of GPs and LPs on the platform

✗ Cons

✗Listed prices require annual billing
✗$499/month entry point is significant for first-time syndicators
✗Broad scope may be more than teams wanting only a simple investor portal need

Who This Is For

Roles
General PartnersSyndicatorsFund ManagersInvestor Relations Teams
Company Size
SmallMid-Market
Property Types
CommercialMultifamily

Cash Flow Portal Features

✦ Investor Portal Custom-branded portal with offering pages, secure document sharing, and streamlined subscription workflows.
✦ E-Signatures & Funding Integrated e-signatures, investment funding, and digitized SEC accreditation questionnaires.
✦ Compliance Automation Automated KYC/AML checks built into the subscription process.
✦ Waterfalls & Distributions Waterfall calculations, income and expense allocations, and investor payments.
✦ K-1 Distribution Automated K-1 document delivery to investors.
✦ Accounting & Banking Fund accounting, bookkeeping, integrated banking, and bank reconciliation.
✦ AI Underwriting AI parsing of rent rolls and T-12s with scenario planning and sensitivity analysis.
✦ Lead Management Contact management, deal pipelines, meeting scheduler, and attribution tracking.
✦ Investor Communications Update emails with templates and bulk marketing email sends.

Cash Flow Portal Pricing

Last verified 2026-08

Subscription Free Trial Available
Syndication Portal
From $499/mo (billed yearly)
Branded investor portal, subscriptions, e-signature, KYC/AML, waterfalls, K-1s, and investor emails.
Syndication Suite
From $699/mo (billed yearly)
Adds AI underwriting seats, marketing emails, landing pages, lead management, and priority support.
Enterprise
Custom
Custom mix of back-office services, automation configuration, and multi-fund structures.

Cash Flow Portal FAQ

How much does Cash Flow Portal cost?

Cash Flow Portal pricing starts at $499/month (billed yearly). A free trial is available.

Who is Cash Flow Portal for?

Cash Flow Portal is built for General Partners, Syndicators, Fund Managers, Investor Relations Teams, working with commercial, multifamily properties.

What are alternatives to Cash Flow Portal?

Popular investment & valuation alternatives include Argus by Altus Group, CREModels, Dealpath.

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