Hours lost to monthlyinvestor reporting —reclaimed in minutes.

Turn portfolio data into polished reports, delivered to investor inboxes in minutes. That's time back for managing your deals — not formatting spreadsheets.

No spreadsheetsNo copy-pasteSent straight to inboxes

Automate your investor reporting

Why it matters

The reporting grind wasn't the job.
Managing the deal was.

Every month, the same cycle: pull numbers from the portal, rebuild the same spreadsheet, format it to look presentable, then send it out one investor at a time. CFP replaces the whole cycle with one request.

Before

Export data from the portal into a spreadsheet, deal by deal
Rebuild the same report template every single month
Manually check figures for typos before anything goes out
Copy-paste into individual emails, one investor at a time
Reporting day eats into the day you'd rather spend on deals

3–5 hrsPer reporting cycle

With CFP

Deal data is fetched live — no exports, no spreadsheets
Reports are analyzed and formatted automatically, on-brand
Figures are pulled straight from the source, every time
Every investor's report is sent to their inbox in one pass
Reporting day becomes a five-minute check-in

Under 5 minPer reporting cycle

How it works

One request. Three steps, done for you.

Ask for this month's reports and CFP handles the entire workflow — from raw deal data to a report sitting in an investor's inbox.

Fetch

Pulls live portfolio data straight from your deals — occupancy, NOI, capital accounts, distributions — no exports or manual entry required.

Live from your portal

Analyze & Format

Turns raw numbers into a polished, branded report — organized the way your investors expect to see it, month after month.

Consistent, every time

Send

Delivers each investor's report straight to their inbox, personalized per deal and per investor, without you touching a single send button per person.

Minutes, not hours

What lands in the inbox

A report that looks like you spent hours on it.
Because you didn't.

Skyline Multifamily — October UpdateSent

Occupancy96.2%

NOI (MTD)$184,300

Distribution$2,140 / unit

DSCR1.42x

✓
Deal-specific, always
Each investor sees their own capital account, their own return — not a generic portfolio summary.
✓
On-brand, without the design work
Reports carry your formatting and structure automatically — no rebuilding a template every cycle.
✓
Straight to the inbox
No portal login required for investors to see this month's numbers — it's already in their inbox.
✓
Built on your real data
Numbers come straight from Cash Flow Portal — the same source of truth your team already works from.