Cash Flow Portal Analysis: $4M Raised
What is Cash Flow Portal?
Cash Flow Portal provides investment management software to enhance capital raising for real estate syndicators and fund managers, facilitating investor connections and operational efficiency.
Employees
19
Founded
2020
Revenue
<$5M
Product Features & Capabilities
- custom-branded white label portal, real estate investor portal, lead capture forms, CRM for new leads, K1s/document sharing, streamlined operations, enhanced visual layout, automated follow-up emails
Pricing
- Starter Plan: $299
- Emerging Plan: $499 (includes everything in Starter)
- Enterprise Plan: Contact for pricing
How much Cash Flow Portal raised
1 - $3.76M
November 15, 2021Lead Investor: Not specified
Who are the founders of Cash Flow Portal
PZ
Perry Zheng
Founder and CEO
Market Focus
Cash Flow Portal primarily focuses on the real estate investment management industry, specifically aiding real estate syndicators and fund managers in capital raising and investor connections.
Investors
- Y Combinator
- Goodwater Capital
- Alphabet
- Coinbase Global
- Lyft
Competitors Overview
The main competitors of Cash Flow Portal in the investment management software market for real estate syndicators and fund managers include:
- Yardi Breeze: A user-friendly property management software that offers features for managing residential and commercial properties. It is known for its
See something that needs updating? Suggest edits to this profile.