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
Company Stage
Series A
YC Batch
W22
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
