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Choose a flexible plan that's right for your business

Our pricing adapts to your needs, from first deals to large equity raises.

Quick setup. Faster distributions. Simplified deal banking.

No monthly fee

No minimum balance

Includes:

Setup in less than 5 minutes

Integrated with your portal for streamlined tracking and reporting

Next-day ACH distributions

Competitive fees on money movement

Instant transfers between your Cash Flow Portal accounts

No minimum balance required to keep accounts open

FDIC insured up to $250K per deal entity.

Fees	Cash Flow Portal accounts	Others
LP ACH distribution	Up to $1	Up to $25
LP ACH funding	Up to $1	Up to $25
Outbound wire transfer	$15	Up to $35
Inbound wire transfer	Free	Up to $15
Vendor payment	Free	Up to $3
Monthly account fee	Free	Up to $20
Timelines
LP distributions	Next-day	3-5 business days
LP funding	3 business days	3-5 business days
Vendor payments	Next-day	1-3 business days

Cash Flow Portal is a financial technology platform and not a bank. Banking services are provided by Core Bank, Member FDIC. Deposits held at Core Bank are insured by the FDIC up to the standard maximum deposit insurance amount per depositor, per ownership category.

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$400MM AUM

$250MM AUM

$831MM AUM

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$450MM AUM

$1.4B AUM

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$550MM AUM

$700MM AUM