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Limited-time migration offer

Switch without paying twice

Don't let your current contract delay a better platform. Switch to Cash Flow Portal, and we'll buy out the rest of your contract — down to the dollar.

  • No lost investor dataDeals, investors, distributions, and documents move with you.
  • White-glove migration teamA dedicated team handles and verifies the migration.
  • No disruption to your investorsOne clear login and uninterrupted access for investors.

Start your switch

Book a quick call to see how our buyout program works.

Offer subject to approval
G2 Best Estimated ROI Spring 2025G2 Best Support Spring 2025G2 Easiest To Use Spring 2025G2 Fastest Implementation Spring 2025G2 Users Most Likely To Recommend Spring 2025
Capterra
Five star ratings
Capterra-
Backed by Y CombinatorSystem and Organization Controls (SOC) for Service Organizations

Why it matters

Locked in, and paying for it.

Most sponsors know their current portal isn't working — but the contract runs another few months, so they keep paying for a tool they've already decided to leave. Meanwhile the switch itself keeps getting pushed to "next quarter."

Staying put
  • Paying full price for a portal you're planning to leave
  • Budgeting for two subscriptions during the transition
  • Re-entering deals, investors, and documents by hand
  • Investors juggling two logins mid-switch
  • Waiting out the contract before doing anything
Money spent on a tool that's not working
Migrating with CFP
  • We cover what's left on your current contract
  • A dedicated team migrates your data — not you
  • Deals, investors, distributions, and K-1s move as-is
  • Investors see zero disruption, one login, day one
  • Live on Cash Flow Portal on a timeline built around you
$0 out of pocket to switch

How it works

Three steps. We do the heavy lifting.

Tell us what you're currently paying, and we handle the rest — from calculating your buyout to moving your investors over.

01

Share your contract

Send us your current provider's remaining term and monthly cost. We calculate your buyout amount within a day.

Takes five minutes
02

We migrate everything

Investors, deals, capital accounts, distributions, and documents — moved and verified by our migration team, not yours.

Handled for you
03

We cover the rest

Your final invoice with your old provider is paid out or credited by CFP. You start on Cash Flow Portal with nothing owed.

$0 balance

What “we buy it out” means

That final invoice? Consider it handled.

No reimbursement forms, no waiting on a check. We settle directly with your outgoing provider so the remaining balance never lands back on you.

  • No lost investor data
  • White-glove migration team
  • No disruption to your investors
Your current portalFinal invoice
Remaining term
Months remaining7
Monthly subscription$450 / mo
Early exit fee$0
Total due$3,150$0
Covered by CFP

Ready to get started?

See Cash Flow Portal in action and get a migration plan built around your current contract, data, and investors.

Schedule a demo