Cash Flow Portal

Active

Investment management platform for real estate

Winter 2022Founded 202019 peopleSeattle, WA, USA; Remote

www.cashflowportal.com/ ↗LinkedIn ↗Crunchbase ↗See on the Idea Map Real Estate and Construction momentum

About

Cash Flow Portal is an investment management platform for real estate. We launched 5 months ago, and we have 6-figure ARR, growing 50% month over month, with 300 syndicators and 3,000 investors. We’ve grown quickly because I am a syndicator myself. Having raised $20MM for my own deals, I know how painful it is to manually prepare Docusigns, send wire instructions and wrangle investors. I also happen to be friends with 2,000 other syndicators just like me needing a solution for managing their investors. I’m not just a syndicator. I spent most of my career as an engineering leader at Lyft, Twitter, and Amazon. $20K ARR per syndicator gives us a $2B TAM. Having achieved my own financial freedom through real estate investing, our mission is to serve all real estate investors and help them achieve financial freedom.

From their website

as of Jun 7, 2026www.cashflowportal.com ↗

SaaSSubscription · Pricing details are not clearly specified on the provided text; references to a "Start for free" trial and no credit card required imply a subscription model with possible tiered access, but exact prices are not stated.

Cash Flow Portal is an investment management software platform focused on real estate, aiming to accelerate capital raising and streamline investor management for GPs, fund managers, and syndicators. It offers AI underwriting, investor CRM, and a unified portal to manage underwriting, fundraising, and distributions across various CRE structures.

An integrated platform that accelerates underwriting, fundraising, and investor management. Features include AI-powered underwriting to parse rent rolls and T12s, a CRM built for investor management with built-in marketing and automation, an investor portal for streamlined distributions and reporting, and support for syndications, SPVs, funds, and other fund structures. The product emphasizes a single ecosystem for deal intake, capital raising, investor communication, and fund administration, with capabilities like digitized SEC questionnaires, embedded accreditation, automated distributions, white-labeling, and CRM/email integration.

Who it’s for: General partners (GPs), fund managers, syndicators, and family offices involved in real estate private equity and related asset classes.

Features

AI-powered underwriting
CRM integrated with investor portal
Investor management and reporting
Digitized SEC investor questionnaire
Automated distributions
White-labeled portal
Embedded accreditation for 506(c) deals

YC-backed; mentions rapid onboarding and strong customer testimonials; growth in AUM and ticket sizes implied by client quotes and scale metrics

Founders · 1

Perry ZhengFounder

Amazon

Twitter

Perry Zheng is the founder and CEO of Cash Flow Portal, a modern real estate syndication software. He was an engineering manager at Lyft for 5.5 years, and worked as a software engineer at Twitter and Amazon. Perry is also a lead sponsor on 1,000+ apartment units, having raised 25M+ for real estate projects and generating 30%+ annualized return for investors.

LinkedIn ↗