Your investor portal,
powered by AI
Ask Claude or ChatGPT anything about investors, raises, distributions, waterfalls, classes, and pipeline activity — all from your live Cash Flow Portal data.
See CFP MCP on your real data
1. What's your preferred return hurdle? (e.g. 8% pref)
2. How are you splitting above the hurdle? (e.g. 70/30 LP/GP)
3. Do you want a catch-up clause?
Once you confirm, I'll set up the full waterfall structure in Cash Flow Portal.
• 4-deal relationship since 2021, $3.1M total committed — acknowledge the tenure
• Their last investment closed above projected IRR — lead with this
• 2 open distributions pending; confirm they received the Q3 update
• Flag the Northgate Industrial Park offering opening next week — matches their asset-class preference
• Structure: 8% preferred return → 80/20 split to promote → 70/30 above 15% IRR
• Class A (LP): $9.4M committed — $1.2M distributed, pref return fully paid
• Class B (GP): promote threshold not yet hit — 0 distributions to date
• Preferred return balance remaining across all investors: $0 — fully cleared Q2
• Next distribution projected Q1 — deal is currently in the 80/20 split tier
Our impact
Empowering investors,scaling success
Assets under management
Transactions
GPs
LPs
Your portal has the answers.
Now you can just ask.
Most GPs use AI to write emails. CFP MCP lets you use it to actually run your investor business — connecting Claude or ChatGPT to your pipeline, your relationships, and your distributions.
Never walk into a call unprepared
Ask for talking points on any investor and get their complete picture — deals, capital, distributions, emails, and open tasks — before you even dial.
Know exactly who to call next
Find investors who viewed your offering but went quiet, haven't heard from you in 90 days, or reinvested before but skipped this raise. No report needed.
One question, your entire business
CFP MCP spans your whole account — CRM, deals, commitments, distributions, meetings, emails, and pipeline. Ask across all of it at once.
See your raise clearly
Ask where a raise stands, which stage is stalling, and who's most likely to close — without waiting for a weekly update or building a custom report.
Get a deliverable, not just an answer
Ask for a one-pager, a distribution summary, or an investor brief. CFP MCP formats your live data into something you can use — or send — in minutes.
Your permissions, respected
CFP MCP only surfaces data users are already authorized to see. No new access controls to set up. No risk of the wrong person seeing the wrong account.
The 15-minute task
that now takes 20 seconds.
- 1Open Cash Flow Portal, search for the investor
- 2Pull up their profile, check deal history
- 3Navigate to distributions, check what's been paid
- 4Switch to email, scroll through past threads
- 5Check open tasks and meeting notes
- 6Look up their latest investment across deals
- 7Open a doc, write up your own talking points
- Full investment history and committed capital, pulled live
- Distribution status across every deal — including waterfall tier and class breakdown
- Preferred return balance, promote threshold, and GP carry to date
- Recent emails, meetings, and open follow-ups surfaced automatically
- Delivered as ready-to-use talking points
Questions your team is already asking.
Every answer comes directly from your Cash Flow Portal account — not a language model making things up.
- Which investors should I follow up with this week?
- Who has viewed the offering but hasn't committed?
- How much is sitting in my due-diligence stage, and who's in negotiation?
- Which investors have historically reinvested but haven't committed to the new deal yet?
- How many new leads were added this month, and where did they come from?
- Give me talking points for my call with Harborview Capital in 20 minutes.
- Which investors haven't heard from us in 90 days?
- Show me my VIP investors in Texas who've invested more than $250k.
- Did Sarah Weiss's IRA investment fund yet, and when did she sign the documents?
- List contacts who signed up to the portal but haven't invested in six months.
- Help me set up two LP classes — Class A: $6M, Class B: $4M on a $10M raise.
- For Class A, create a waterfall with a 7% preferred return, 80/20 split until a 14% IRR, then 50/50 thereafter.
- Which investors in Phoenix Logistics Center haven't received their Q3 distribution yet?
- What's the preferred return balance still owed across all active deals?
- Which deals have hit the promote threshold, and what's the GP carry to date?
- What were the open and click rates on my last five email blasts?
- Who actually clicked the link in my Q2 investor update email?
- Which drip campaigns are active, and how many contacts are in my welcome automation?
- Which contacts are marked accredited but aren't subscribed to see my offerings?
- Show me everyone on my "2024 Webinar" list who belongs to Crestline Ventures.
Seattle, WA
Products
Capital raising
Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingInvestor portal
Investor managementGP / Co-GP dualityDistributionsLP experienceK1s / documentsReporting and updatesAccreditation / KYC / AMLReal estateBanking
Integrated bankingLeads
New leads©2026 All rights reserved. Cash Flow Portal Inc.