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Cash Flow Portal

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54 reviews
  • 1 profiles
  • 1 categories
Average star rating
5.0
Serving customers since
2020
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David K.
DK
David K.
02/05/2025
Validated Reviewer
Verified Current User
Review source: Organic

Cash Flow Portal is easy to use, has great support and adds features as often requested by its users

Built by syndicators for syndicators. The interfaces is clean. The features are exactly what you would need and expect to have.
Maria C.
MC
Maria C.
02/04/2025
Validated Reviewer
Verified Current User
Review source: Organic

Best Investor Portal by far!

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!
Cat O.
CO
Cat O.
Director of Investor Relations at S2A Modular I Private Equity Investments I ESG I IRA Rollovers
01/23/2025
Validated Reviewer
Verified Current User
Review source: Organic

The best support team out there

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.

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HQ Location:
Seattle, US

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What is Cash Flow Portal?

We've already helped many real-estate syndicators raise $100MM+ 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.

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Year Founded
2020