Cash Flow Portal
Real Estate Syndication Software.
Overview
Cash Flow Portal is a platform designed specifically for real estate syndicators to manage their capital raising and investor relations efforts. It provides a centralized system to present deals to investors, manage the subscription process, and communicate with limited partners. The platform aims to simplify the complexities of managing multiple investors and deals, allowing syndicators to focus on finding and closing properties.
✨ Key Features
- Investor Portal
- Online Fundraising and e-Signing
- Investor CRM
- Document Management
- Distribution Calculations
- Team Collaboration Tools
🎯 Key Differentiators
- Strong focus on the specific needs of real estate syndicators
- Ease of use and simple, transparent pricing
- Emphasis on community and education for syndicators
Unique Value: Provides real estate syndicators with an all-in-one, easy-to-use platform to manage their entire investment process, from raising capital to managing investors.
🎯 Use Cases (4)
✅ Best For
- Conducting a 506(c) or 506(b) offering online
- Automating the distribution of monthly or quarterly investor updates
- Centralizing all investor contact information and investment details
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Property-level management (maintenance, leasing)
- Large institutional fund management
- Corporate real estate management
🏆 Alternatives
Offers a more focused and cost-effective solution for syndicators compared to larger, more complex platforms designed for institutional funds.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Professional tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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