We bring real-estate syndicators and passive investors together
Our mission is to help real estate investors achieve financial freedom.
History
September, 2019
Perry closed on their first multifamily syndication, a 172-unit class C property in Dallas, TX.
January, 2020
Frustrated with the amount of manual work, Perry looked into finding affordable solutions to streamline his equity raising.
April, 2020
Not finding anything that met his needs, Perry took matters into his own hands. Wrote our first line of code.
July, 2020
Soft launched to 7 beta users.
August, 2020
Scaled to four engineers and one designer.
December, 2020
Closed on second multifamily syndication, a 408-unit class B property in Fort Worth, TX.
January, 2021
Set aside $1MM of self-financing for the development of Cash Flow Portal.
February, 2021
Team grew to ten team members, including the founder.
March, 2021
Managing $100MM+ of capital across hundreds of investors.
Fun fact: we were not even one year old yet!
July, 2021
Helped four syndication groups raise $30MM+ of capital by having investors sign docs automatically on the platform.
August, 2021
Perry and his team raise $6.7MM for their Cooper Creek II deal using Cash Flow Portal.
September, 2021
Deal sponsors have raised almost $500MM on the platform across thousands of passive investors.
November, 2021
Accepted into Y Combinator!
April, 2022
Raised $5MM from Y Combinator, Goodwater Capital, angel investors, and Silicon Valley luminaries.
October, 2022
500+ GPs on the platform.
April, 2023
Managed $2 billion+ on the platform.
August, 2023
Raised $2.7M in seed extension. Raised 8MM+ to date.
April, 2024
Became multi product company. Launched AI-enabled underwriting tool.
October, 2024
Brought flexible fund structures to the platform.
April, 2025
Launched fund administration services and tools.
July, 2025
Entered property management, expanding our platform to five core products.
October, 2025
Managed $40 billion+ on the platform, representing $150 billion in AUM.
December, 2025
Launched integrated banking.
January, 2026
Introduced Funds+, an end-to-end fund administration platform.
Want to join in on the fun?
Challenging problems, flexible hours, work from anywhere, and more...
Software Engineer
Software Engineer Intern
Fund Administrator / Fund Accountant
Sales Development Representative
Sales Development Representative Intern
Seattle, WA
Products
Capital raising
Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingProperty management
BookkeepingBank syncQuickbooks integrationReportsOwner portalMaintenanceApplications & eSignTenant screeningCRMRent collectionTenant portalCommunicationFund admin
Fund administrationInstitutional fund administrationSPVsFund admin servicesIntegrated CPA servicesBanking
Integrated bankingLeads
New leadsAccounting
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