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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.

Fund Admin

Investment management

Fund admin

Starts from

$999/mo

billed yearly

Includes:

Investor portal:

Custom-branded investor portal

Secure document sharing with automated K-1 distribution

Investor-ready dashboard and reports

Equity raising:

Customizable offering pages

Streamlined investor subscription workflow

Integrated e-signatures + investment funding

Compliance:

Automated KYC / AML compliance

Investor accreditation verification

Regulatory filings handled for you

Fund accounting:

Fund bookkeeping and accounting

Expense tracking and reconciliation

Commitment and capital account tracking

Allocations & distributions:

Income and expense allocations

Industry-leading Distribution Engine

Waterfall calculations and investor payments

Reporting:

Financial statement preparation

Robust K1 draft exports

Feeder funds (Add-on):

Attorney-led legal document setup for each feeder fund

Dedicated investor portals for feeder fund managers

Integrated accounting, investor communications, distribution tracking and payments, and K1 management

Fund Admin Suite

Investment management

Fund admin

CRM

Property management

AI Underwriting

Asset intelligence

Starts from

$1,706$1,199/mo

billed yearly

Everything in Fund Admin, plus:

AI Underwriting:

2 seats of Sophisticated underwriting included

Unlimited read-only seats

AI parsing of rent rolls and T-12s

Scenario planning and sensitivity analysis

Share underwriting models with brokers, lenders, GPs, and LPs

Automations:

MCP server access

Automated workflows

Tasks and reminders

Marketing:

22,000 monthly marketing email sends

Landing pages without Cash Flow Portal branding

Texting ()

Lead management:

Meeting scheduler

Deal pipelines

Attribution & conversion tracking

Investor relations:

Inbox integration

Custom contact attributes

Digital business cards

Onboarding & support:

Priority support and a dedicated CSM

Portal migration fee waived ($1,500 value)

White glove CRM migration ($500 value)

Coming soon:

Property management for up to 50 units

Asset intelligence for up to 100 units

Feeder funds (Add-on):

Attorney-led legal document setup for each feeder fund

Dedicated investor portals for feeder fund managers

Integrated accounting, investor communications, distribution tracking and payments, and K1 management

Enterprise

Bespoke solutions for your software and services needs

Custom mix of software and services:

Back-office services:

Bookkeeping and reconciliation

K-1 preparation and delivery

Financial reporting across funds and entities

Waterfall modeling and distribution support

Software setup & automation:

AI-assisted workflows tailored to your operations

Website, CRM, and automation configuration

Third-party integrations and data migration

Support & onboarding:

Dedicated Customer Success Manager

Priority onboarding and migration support

Ongoing training and regular check-ins

Flexibility & customization:

Multi-fund and multi-entity structures

Collaborative long-term platform planning

Custom software bundles (pick only what you need)

Not ready to commit? Get started for free — no credit card required.

Set up your deal and explore the portal. Upgrade when you’re ready to raise capital or bring in investors.

Start for free

Fund Admin

Investor portal + Fund admin

Schedule a demo

Fund Admin Suite

Investor portal + Fund admin + CRM + Underwriting + Property management + Asset intelligence

Schedule a demo

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

Fund admin

Fund bookkeeping and accounting

Expense tracking and reconciliation

Commitment and capital account tracking

Income and expense allocations

Financial statement preparation

Robust K1 draft exports

Regulatory filings handled for you

Capital call management

Integration with your bank for reconciliations

Vendor payment processing

Feeder funds (Add-on)

Everything you need to launch and manage feeder funds: attorney-led setup, investor portals, integrated accounting, distributions, and K-1s. 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

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

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

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

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!”