Cash Flow Portal Reviews & Product Details

The ease of implementation across our multiple investments as well as their ease of use for our investors is a 10 out of 10! I never have to worry about having a question because in addition to their customer support being top notch, their explanations are always very thorough and they are always available. Company representatives like Abigail, Michelle and Chloe are great and Perry himself has event gotten on a call with me to better understand my perspective and my experience. Talk about the White Glove experience! Review collected by and hosted on G2.com.

I have not found anything to dislike about Cash Flow Portal during my almost 3 years of using their product! Review collected by and hosted on G2.com.

We had a rather complicated deal from the backend perspective when transferring over our 350 investors from one portal to this one. Their support team was SO responsive, always willing to hop on calls and actually made very easy and quick walkthrough videos for me whenever I had a question on something on the backend. They are very helpful with every single one of our investors who need assistance and that is most important as it is all about the ease of the platform for our LPs. Very happy with their customer service and ability to jump in and fix issues very quickly. Review collected by and hosted on G2.com.

I wish it showed each LP their current value of shares in their main dashboard as well as if they invested in two different share classes to keep them separated. Review collected by and hosted on G2.com.

This is one of the best portal software services we have used. It is extremely intutive and loaded with features. Co-Sponsor setup is probably the best feature and why we switched to CFP, but overall have been very happy with the product and even happier with the white glove support the team provides. Review collected by and hosted on G2.com.

We havent found anything really lacking in the product. Anytime we have a need, the team shows us features that address our needs adequately. Review collected by and hosted on G2.com.

The customer service is excellent. I have had the pleasure of working with many of their account managers—Abigail, Chloe, Stepfanie, and Michelle. They all respond quickly and go above and beyond to help with my needs. The founder, Perry, is very innovative and constantly working to improve the technology. He thinks outside the box, and the features he's adding to the platform are extremely useful for users.

We use the portal to manage our real estate syndications, and it is worth every penny. The ease of use and seamless integration make it an invaluable tool for our business. Implementing the system was simple, and it quickly became an essential part of our workflow. The platform's features are top-notch, and they continually evolve to meet the growing needs of users like us. Whether it's managing investor relations or tracking cash flows, the platform simplifies complex processes and provides real-time insights.

I can't recommend Cash Flow Portal enough—great customer support, excellent features, and an incredibly easy-to-use system. If you're in real estate or any field that requires complex financial tracking, this tool is a game-changer. Review collected by and hosted on G2.com.

None! I have used other capital raising platforms and Cash Flow Portal is the best of the best! Review collected by and hosted on G2.com.

Cash Flow Portal is an outstanding, all-in-one platform for real estate investment management. It covers every aspect of the investment lifecycle, including setting up projects, raising capital, communicating with investors, and managing cash flow distributions. The system is incredibly well-structured, making it easy for both general partners (GPs) and limited partners (LPs) to find exactly what they need with minimal effort.

One of the standout features is their excellent support team. Communication is seamless through WhatsApp or email, and their response time is impressively quick. A special shoutout to Chloe for her professionalism and exceptional support in addressing all our questions.

Additionally, Perry Zhang deserves recognition for his visionary leadership and dedication to developing a platform that truly caters to the needs of GPs and LPs alike. Cash Flow Portal is a game-changer in the real estate investment space, and I highly recommend it to anyone looking for a reliable and efficient investment management solution. Review collected by and hosted on G2.com.

The Cash Flow Portal continues to improve with newly added features more frequently. Review collected by and hosted on G2.com.

The technology and functions work exactly as they should.

The tech/product is intuitive and the UX/UI for GP and LP are modern and reliable.

Implementation support is great. I was mostly worried about the workload and risk of changing from my other software but the implementation team helped me with both the data/information transfer AND enabling me with best practices like communications and project management on transitioning my investors over. My investors are impressed with the useability of cash flow portal software compared to others.

The customer support is world class, they don't just open and close tickets they lead you to an outcome or end result.

They are always shipping new features and improvements. I feel like I have a software partner that pushes me to grow and improves/grows alongside me. I will never outgrow them like I do with most stagnant software tools. Review collected by and hosted on G2.com.

It's difficult to use the email edit/send function on a mobile browser app. The edit and publishing functions don't display as cleanly in the mobile web browser. I would welcome a mobile app at some point but it's not a deal breaker. I do 99% of this workwork from my laptop device so this is only an 'issue' 1% of the time. Review collected by and hosted on G2.com.

As a GP and an LP I really appreciate the outstanding customer support. Perry, Chloe, Abigail, Stephanie, Adrian, Michelle, and Saif are always on standby and respond promptly to questions. I could not have been able to onboard without their support. The team has been great to help with implementation and new use onboarding making themselves available via video calls or email. Lastly, the portal is easy ot use and navigate through. Review collected by and hosted on G2.com.

I have to think about that as I have now decided to me this my default portal. I'd love to down the road see what capabilities they develop for funds and fund compliance. Review collected by and hosted on G2.com.

The customer service is incredible. I believe some software products sell you on the dream, get you in the system and then really fall off. That is what happened with syndication pro. But, with Cash Flow Portal, they have been answering every question we have about our switch over, have been super proactive as soon as we have a question, or concern, OR even better when we have a suggestion of a feature that would help our business function better. This is how a company should be ran, where you as the customer feel like an true asset instead of being a cog in the wheel. Couldnt suggest them more. On top of that, their features just simply work smoothly and effeciently. They are more robust than other programs out there we shopped as well. Review collected by and hosted on G2.com.

Right now, I have not found one thing I dislike about CFP Review collected by and hosted on G2.com.

Their customer support is truly unmatched. I feel like I have an entire software team building a custom portal and CRM for me. I'm not joking or exaggerating. I'm not sure how they are so responsive, or why they care to not only hear my requests out, but then implement them into their software. But I'm really glad they do, and it makes my life as a small fund manager much easier. The ROI for this platform is extremely high. I transferred from another fund, and they offered a white glove service that made things very smooth. Review collected by and hosted on G2.com.

Sometimes there are software bugs, and some features are lacking. They more than make up for both with extreme responsiveness and in implementing fixes/new features regularly. Review collected by and hosted on G2.com.

Cashflow portal accomplishes everything I was looking for when I switched from a competitor because their price doubled. Onboarding went very smoothly and my account manager Chloe was incredibly responsive and helpful.

You can tell the quality of the onboarding and transition team by the number of issues your investors have with the changeover. Of my 75 investors, only one had a problem that needed to be followed up on, and Chloe and her team took care of this immediately. Review collected by and hosted on G2.com.

Cashflow Portal has a lot of functionality, some of which can get quite dense. It's not as intuitive as I would like, but Chloe and her team have been very patient in helping me understand how everything works. Review collected by and hosted on G2.com.