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Choose a flexible plan that's right for your business

The platform for real estate firms that want to grow faster

Syndication Suite

AI native platform for syndicators. Starts at $699/month

Includes:

AI Native / MCP

Investment management

CRM

Property management

AI Underwriting

Asset intelligence

Accounting software

Banking

Fund Admin Suite

Syndication Suite plus fund administration services to run your fund

Includes:

Fund administration services

AI Native / MCP

Investment management

CRM

Property management

AI Underwriting

Asset intelligence

Accounting software

Banking

Enterprise

Bespoke solution as your firm scales

Custom mix of software and services:

Back-office services

Marketing implementation

CPA & legal referrals

Customized software bundles

Roadmap input

Priority onboarding

Syndication Suite

Schedule a demo

Fund Admin Suite

Schedule a demo

Fund administration services

US-based accountants doing bookkeeping

Expense categorization

Financial reconciliation

Financial statement preparation

NAV statements

LP capital balance statements

AI Native / MCP

Connect Claude or ChatGPT to your portal via MCP

Ask questions across investors, raises, and distributions

Investor call prep with ready-to-use talking points

Generate reports and deliverables, not just answers

Respects your team's user permissions

Investment management

Number of deals

Unlimited deals

Cap table & equity management

SPVs, funds, & other alternative investment structures

Open-end funds and REITs

Loan/debt management

Equity raising

Customizable offering pages

Streamlined subscription workflow

Integrated e-signatures

Integrated accreditation verification

Automated KYC / AML compliance

Fund investments directly through the portal

Built-in SEC questionnaire

Soft commitments

Investor portal

Custom-branded investor portal

Invite sponsor team for free

LPs can access your portal

Secure document sharing

Automated K-1 distribution

Publish investor updates

Co-sponsors

Co-sponsors can have their own offerings

Co-sponsors can have their own custom branded portal

Co-sponsors can manage their own investors in your deal

Co-sponsors can review your deal updates before they're sent to their investors

Distributions

Powerful Distribution Engine with visualization

Advanced waterfall modeling

Integrated distribution payments

View transaction history by investment

Reporting

Self-serve dashboard for investors to track their investments

Generate and share investor-ready reports

Share investor updates on the portal and through email

Track KPIs and create charts and tables for investors

Share updated investment valuations

CRM

Contact management

Lead management

Integrations

Investor emails

Professional email templates

Email tracking / analytics

Email inbox integration

Task and reminders

Deal pipelines

Custom contact attributes

Marketing

Landing pages

Contact segmentation

Portfolio track record

Meeting scheduler

Digital business cards

Mass marketing emails

Automations

Attribution & conversion tracking

Integrated texting

Add-on

Property management

Online rent collection

Tenant portal

Owner portal

Maintenance requests and work orders

Rental applications and lease e-signatures

Tenant screening

Leasing CRM

Resident communication

AI Underwriting

AI parsing of rent roll and T12

Scenario planning

Rent comps integration

Sharing with brokers, lenders, GPs, and LPs

Private 1-1s with our team to create features specific for your team

Priority support

Help setting up different waterfalls

Unlimited read-only seats

Asset intelligence

Real-time portfolio insights

Property performance data

Rent roll and income reporting

Portfolio-wide dashboard

Filter and export reports

Accounting software

Built-in bookkeeping

Chart of accounts

Bank sync with automatic reconciliation

Automatic transaction categorization

QuickBooks Online integration

Real-time financial reporting

Accountant access

Banking

Cash Flow Portal is a financial technology platform and not a bank. Banking services are provided by Core Bank, Member FDIC. Learn more

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

Feeder funds (Add-on)

Everything you need to launch and manage feeder funds: attorney-led setup, investor portals, integrated accounting, and distributions. Add-on to any portal plan. Schedule a demo to learn more.

Dedicated investor portal for feeder fund managers

Investor communications propagated from master fund

Integrated double-entry accounting with balance sheet and P&L reporting

Attorney-led legal document setup

Waterfall modeling for feeder fund structures

Automated K1 distribution

Secure fund document sharing

Sync offering setup from master fund

Real-time distribution income tracking

Industry expert-led webinars

Investbase community access to find co-operators

Security

SOC II compliant

Detailed audit logs

Powerful user access permissions

End-to-end data encryption

Two-factor authentication

Customer success

Dedicated WhatsApp support group

Video call support

Email support

Detailed support article bank

White glove migration service

One time fee applies

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

“The platform helps us connect with investors and raise capital efficiently. The support is excellent and the team knows our business inside out. The onboarding was super friendly and smooth!”

Neal Bawa

Founder/CEO, Grocapitus

“The platform helps us connect with investors and raise capital efficiently. The support is excellent and the team knows our business inside out. The onboarding was super friendly and smooth!”