Cash Flow Portal Integration

Cash Flow Portal is investor-relations and fund-administration software built specifically for real estate syndicators and fund managers raising LP equity for multifamily and commercial deals. It runs the full capital lifecycle in one place: a branded raise page and soft-commit funnel, investor onboarding with accreditation and KYC collection, e-signed subscription documents, capital-call invoicing and ACH funding, automated distribution runs with waterfall and pro-rata splits, K-1 and tax-document delivery, and an investor portal where LPs see their positions, documents, and distribution history.

Syndication is a relationship business run at uncomfortable scale. A single value-add multifamily raise can involve a hundred-plus LPs writing checks from twenty-five to two hundred fifty thousand dollars each, every one of them expecting white-glove communication, timely distributions, and clean tax documents. The work that wins repeat investors — fast follow-up on a soft commit, a nudge when a subscription doc goes unsigned, a personal note when a distribution hits — is exactly the work that does not scale by hand once a GP is running multiple deals at once. Cash Flow Portal centralizes the relationship; the automation layer around its API is what keeps the high-touch experience from breaking as the investor list grows.