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Commercial real estate underwriting software powered by AI

Parse documents, build connected models, compare scenarios, and move multifamily deals from first look to investment decision without rebuilding work in spreadsheets.

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Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

Astor Realty Capital

$279MM AUM

Momentum Multifamily

$350MM AUM

Cohen Rojas Capital Partners

$230MM AUM

McKenna Capital

$400MM AUM

American Vision Group

$250MM AUM

RSN Property Group

$831MM AUM

Vertical Street Ventures

$370MM AUM

Cree Capital

$450MM AUM

Goodegg Investments

$1.4B AUM

Ascent Equity

$311MM AUM

Granite Towers Equity Group

$550MM AUM

Grocapitus

$700MM AUM

AI underwriting suite

One connected underwriting workspace for the whole deal.

Cash Flow Portal connects the work that usually lives across spreadsheets, one-off AI prompts, PDFs, and email threads.

Need the full commercial real estate underwriting process?

Walk through the documents, metrics, process steps, and AI workflow decisions behind a commercial real estate deal.

Read underwriting guide
AI command layer

Ask questions, create scenarios, and keep the answer tied to the deal.

The underwriting assistant is grounded in the actual model, documents, and deal context. It can help reviewers understand risks, pressure-test returns, and act on the same scenarios your team is modeling.

ContextDeal model
Source trailDocuments + assumptions
OutputScenario-ready
Take a quick look at this deal for me
Summarize the key risks and return drivers
What questions would senior reviewers ask about this deal?
Read underwriting context
Fetch rent comps
Spot abnormalities
Update target metrics
Create waterfall
Search the web
Generic AI chat

Helpful answers, disconnected execution.

A chat tab can summarize pasted text, but it does not own the source rows, active scenarios, formulas, waterfalls, exports, or team permissions behind the deal.

Cash Flow Portal AI underwriting

Answers and actions live beside the model.

The assistant can read underwriting context and support actions around scenarios, unit mix, rent comps, waterfalls, feeder funds, target metrics, and source-data review.

Deal flow

From first look to investment memo without rebuilding the model.

The workflow stays connected as a deal moves from document intake into analysis, scenario planning, investor-ready reporting, and team review.

1

Upload documents

Bring in rent rolls, T-12s, OMs, and supporting files.

2

Review source data

Edit parsed rows, classifications, and assumptions before modeling.

3

Build the model

Create unit mix, income, expenses, debt, capex, and return scenarios.

4

Compare scenarios

Use sensitivity analysis and metric basis controls to pressure-test outcomes.

5

Share the deal

Export reports, pitch decks, waterfalls, and shared underwriting views.

Source data review

Rent roll parsed186 units
T-12 classifications reviewed42 rows
OM attributes capturedRoof, plumbing, year built
Rent comps fetched12 comps

Investment decision package

Active model scenarioBase upside
Sensitivity viewExit cap x rent growth
Waterfalls7% pref, 80/20 split
Export statusReady to share
Commercial real estate workflow

A guided underwriting workspace for acquisition teams.

The overview page is the connected workflow hub: document intake, source-data review, modeling, diligence, AI assistant context, and shareable outputs.

Intake

Start with the broker packet

Upload rent rolls, T-12s, OMs, and supporting files without splitting source data across disconnected tools.

Analysis

Model every assumption

Turn parsed data into unit mix, income, expense, debt, capex, and return scenarios inside one underwriting workspace.

Diligence

Keep the team aligned

Track notes, deadlines, stakeholders, documents, and AI assistant context around the actual commercial real estate deal.

Decision

Share the investment case

Export reports, pitch deck sections, waterfall views, and sensitivity analysis when a deal is ready for review.

Parse rent rolls, T-12s, and OMs into underwriting-ready data

Cash Flow Portal uses AI parsing to turn PDFs and spreadsheets into editable source data for unit mix, income, expenses, and qualitative deal attributes.

Parse rent rolls, T-12s, and OMs into underwriting-ready data

Manage the acquisition pipeline before a deal becomes a model

Keep multifamily opportunities, lender deadlines, broker notes, rent comps, and historical deal context in the same place your team models returns.

Manage the acquisition pipeline before a deal becomes a model

See lease expirations and rent trends before the memo

Visualize lease expirations and unit-level rent data so renovation timing, turnover risk, and market-rent assumptions are easier to defend.

See lease expirations and rent trends before the memo

Model returns with a complete commercial real estate underwriting engine

Our cloud underwriting model connects source data to scenarios, financing, waterfalls, feeder funds, and sensitivity analysis so the deal story stays consistent.

Model returns with a complete commercial real estate underwriting engine

Ask the AI assistant questions grounded in the deal

Use deal context, documents, assumptions, and model outputs to move faster than generic AI chats while keeping the underwriting trail attached to the opportunity.

Ask the AI assistant questions grounded in the deal

Build waterfalls, feeder-fund views, and sensitivity analysis

Incorporate acquisition fees, asset management fees, IRR hurdles, feeder fund classes, and metric-basis views directly into the model.

Build waterfalls, feeder-fund views, and sensitivity analysis

Move from diligence checklist to shareable deal materials

Track diligence, prepare exports, and keep investment committee materials aligned with the model your team actually reviewed.

Move from diligence checklist to shareable deal materials

Trusted and recognized

Best estimated return on investment in Summer 2024Best meets requirements in Summer 2024Best results in total in Summer 2024Best usability in Summer 2024Users most likely to recommend in Summer 2024Fastest implementation and go-live time in Summer 2024Easiest admin in Summer 2024Easiest to set up in Summer 2024Easiest to use in Summer 2024Highest user adoption in Summer 2024Leader in Summer 2024Best support and quality of support in Summer 2024
System and Organization Controls (SOC) for Service Organizations
G2
Five star ratings
G2- out of 5
Capterra
Five star ratings
Capterra- out of 5
Backed by Y Combinator
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