Pricing
Not listed
Official monthly price not confirmed
- API
- Pricing mentions MCP server access on the Syndication Suite tier.
Cash Flow Portal
● Identity checkedFinance · Vendor site 2026-10-04
Cash Flow Portal is investment management software for real estate and private equity sponsors. It combines LP portals, CRM, fund administration, accounting integrations, AI underwriting, and banking workflows to raise and operate capital.
- Category
- Finance
- Free access
- Pricing and homepage invite users to start for free with no credit card; paid syndication tiers are billed yearly only.
- API access
- Pricing mentions MCP server access on the Syndication Suite tier.
Is Cash Flow Portal right for you?
A good fit for
General partners and fund managers running syndications or funds who need investor portals, CRM, and back-office tooling in one platform.
Before you choose
Published paid tiers are billed yearly only, so no monthly USD card price is listed.
Unified sponsor operations
Cash Flow Portal combines investor portals, CRM, fund admin, accounting, and AI underwriting so real estate and private equity sponsors can raise and operate capital from one system.
What it can do
Features & capabilities
Unknown is different from unavailable. Each fact carries its own evidence.
| Capability | Value | Evidence | Checked |
|---|---|---|---|
| Capital raising | Homepage states the platform accelerates capital raising with unified LP-facing portals and CRM. | Facts sourced | 2026-10-04 |
| AI underwriting | Product grid lists AI parsing of rent rolls and T-12s with scenario planning on suite tiers. | Facts sourced | 2026-10-04 |
| Track record | Meta description cites helping GPs raise over $6B through the platform. | Facts sourced | 2026-10-04 |
Understand the total cost
Cash Flow Portal pricing & plans
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Frequently asked questions
What is Cash Flow Portal used for?
Cash Flow Portal is investment management software for real estate and private equity sponsors. It combines LP portals, CRM, fund administration, accounting integrations, AI underwriting, and banking workflows to raise and operate capital.
Does Cash Flow Portal have a free plan?
Pricing and homepage invite users to start for free with no credit card; paid syndication tiers are billed yearly only.. This record does not confirm an ongoing free plan.
How much does Cash Flow Portal cost?
A listed monthly price has not been confirmed. See the plan cards for entitlements, billing commitments and seat minimums.
Can I use Cash Flow Portal through an API?
Pricing mentions MCP server access on the Syndication Suite tier.. API access and subscription access may have different terms; consult the linked sources.
What should I check before choosing it?
Published paid tiers are billed yearly only, so no monthly USD card price is listed.
Price history
No retained pricing changes yet. A current price alone does not establish a historical trend.
How this profile is supported
Identity and profile
Reviewed vendor source
Read original source ↗Facts apply to the named version and check date. Send a sourced correction if something changed.