Automate your outreach
Increase lead conversion with targeted marketing.
CRM
Your CRM for smarter investor management.Completely free.
Fundraising is harder than ever. Here's one less platform and expense to worry about — a CRM built for GPs that brings your CRM and investor data together in one place.
- Built for capital raisingPipelines, automations, and templates designed around GPs and LPs.
- All your tools in one placeCapture leads, nurture investors, and manage your pipeline — all with a connected CRM and investor portal.
- Create your account instantlySubmit your information and we'll send you a link to create your account.
Claim your free CRM
Submit your information to receive your CRM setup link by email.
Capterra-
See it in action
A CRM designed around your raise
Manage outreach, investor relationships, and follow-up from one connected workspace.
Sort, filter, and segment contacts
Organize and optimize your CRM workflows with customizable contact tags.
Drive your sales pipeline
Track, target, and convert leads into investors with clear, actionable pipelines.
Never miss a follow-up with tasks
Associate tasks with contacts and team members to stay on top of every follow-up and deadline.
Everything included, free
Every part of the CRM, built for your raise
No stripped-down "free tier." Every sponsor gets the full application — lead generation through investor analytics.
Automate your outreach
Engage LPs with automations that deliver relevant content, track lead progress, and refine outreach based on investor behavior. Trigger sequences from landing pages, tags, pipeline movement, and more.
Nurture LPs with built-in templates
Craft branded emails in minutes from a template library built for alternative investing, with automatic personalization and mobile-friendly designs.
Custom landing pages
Design standalone pages to showcase offerings and upcoming events with a drag-and-drop editor — no developer needed.
Embeddable lead-capture forms
Collect new investor leads with customizable forms, embed them anywhere on your site, and route new leads straight into your CRM.
Drive your sales pipeline
Manage leads from initial contact through investment commitment with clear pipeline visibility and stage-based automations.
Investor analytics
Identify your best-performing channels, monitor email engagement and link tracking, and trace leads back to their original source.
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
Accounting©2026 All rights reserved. Cash Flow Portal Inc.