Software demos - Cash Flow Portal

Products

Solutions

Pricing

Resources

About

Schedule a demo

Category: Software demos

Demo: Investing in a deal as a joint tenancy using Cash Flow Portal

Posted by Kristina Xie | December 10, 2021 | Software demos

When syndicating a deal using Cash Flow Portal, it is common to encounter couples investing as a joint tenancy. In this guide, we will walk you through the process of creating e-sign templates and allowing your LPs to invest as a joint tenancy. #1 Create a deal The first step is to create a deal […]

How to create an offering with Cash Flow Portal

Posted by Kristina Xie | December 2, 2021 | Software demos

Introduction An offering refers to when a company issues or sells a security. In multifamily syndications, potential investors must receive a professional offering package. It contains documents prepared by an SEC attorney that investors must read and sign in order to invest. Therefore, in simple terms, an offering is a security. Now, let’s look at […]

How to invest in a deal using Cash Flow Portal. Passive investor demo

Posted by Kristina Xie | October 6, 2021 | Software demos

Step 1: Follow the link sent by your GP or co-sponsor to view the deal offering: You should have received the link by email from your sponsor. Once you click on it, you will see the deal dashboard, and then you can click the “Invest now” button to begin. Log in or sign up to […]

How to raise equity with Cash Flow Portal

How to raise equity for a multifamily deal using Cash Flow Portal

Posted by Kristina Xie | April 9, 2021 | Software demos

Have you have ever syndicated a deal or passively invested in one? If the answer is yes, then read this post to learn how to raise equity for a multifamily deal using Cash Flow Portal. If the answer is no, you may want to check out our multifamily due diligence checklist before you get started. […]

How to speed up K1 filings using Cash Flow Portal

Posted by Kristina Xie | March 1, 2021 | Software demos

As K1s filings season is at its peak, we decided to share this short guide with you to help you make this process faster and more efficient. With Cash Flow Portal, you can save 75% of the time you usually spend on K1s filings. One of our software’s best features is document management, which gives […]

How to add deal classes to Cash Flow Portal. Quick Guide

How to add equity classes to Cash Flow Portal. Quick Guide

Posted by Kristina Xie | February 11, 2021 | Software demos

In this demo, we will answer a question that many of you asked: “How to add equity classes?” Equity classes make up the deal entity, so before you add the classes, you need to add your deal and the deal entity to the portal. If you haven’t signed up yet, now you can try our […]

How to add your first deal to Cash Flow Portal. Quick Guide

Getting started: How to add a deal on Cash Flow Portal. Quick guide.

Posted by Kristina Xie | February 5, 2021 | Software demos

Here is a quick guide on how to add your first multifamily deal to Cash Flow Portal: Now you can try our real estate syndication software completely free and without any commitment till you close your first deal. Step 1. Click “Add Deal” Once you login to the Portal Step 2. Select deal stage. You […]