Limited-time switching offer
Your investor portal, free until your contract ends.
If your current portal isn't meeting your needs, switch to Cash Flow Portal today — you won't pay a thing until your current contract ends.
- 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 tell us about your contract.
Offer subject to approval
Capterra-
Why it matters
Your portal isn't working, and you're ready to switch.
You already know your current portal isn't cutting it. But the contract runs another few months, so you keep paying full price for a tool you've already decided to leave.
Staying put
- Paying full price for a portal you're planning to leave
- Locked into your old contract with no way out early
- More manual work re-entering deals, investors, and documents the longer you wait
- Investors stuck on a clunky experience until your term ends
- Waiting out the contract before doing anything
Money spent on a tool that's not working
Migrating with CFP
- $0 due until your old contract naturally ends
- A dedicated team migrates your data — not you
- Deals, investors, distributions, and documents move as-is
- Investors see zero disruption, one login
- Live on Cash Flow Portal on a timeline built around you
$0 out of pocket to switch
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