Transform rent rolls, T-12s, and offering memorandums into editable source data for unit mix, income, expenses, and the underwriting model.


$279MM AUM

$350MM AUM

$230MM AUM

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$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
Cash Flow Portal connects the work that usually lives across spreadsheets, one-off AI prompts, PDFs, and email threads.
Move from broker packet to investment decision in one connected workspace.
Turn rent rolls, T-12s, and OMs into editable data for the model.
Compare scenarios, waterfalls, exports, and sensitivity analysis without spreadsheet sprawl.
Cash Flow Portal keeps AI-extracted data visible, editable, and connected to downstream commercial real estate underwriting assumptions.
Extract unit mix, in-place rent, market rent, lease dates, and source rows from PDFs and spreadsheets.
Review parsed income and expense line items, reclassify rows, and reuse those classifications on future deals.
Pull attributes like year built, roof, plumbing, and wiring details into the underwriting record.
Update the parsed source data and regenerate unit mix, income, and expenses without starting over.
Our continuously improving AI model parses PDF and Excel rent rolls into editable commercial real estate underwriting data, saving time before every first-pass analysis.

Many commercial real estate rent rolls arrive as PDFs, scanned exports, or inconsistent spreadsheets. Cash Flow Portal is built to turn those files into structured rows your team can review.

Once a rent roll is parsed, review rent statistics, lease expiration dates, and unit-level patterns before deciding how aggressive the business plan should be.

Create an account, upload sample documents, and see whether the parsed output gives your acquisition team enough confidence to move faster.

Edit parsed source rows directly, then regenerate unit mix, income, and expenses without re-uploading the same document or rebuilding assumptions.

Convert T-12 PDFs and spreadsheets into classified line items for income, expenses, trends, and pro forma review.

Upload an offering memorandum and extract attributes like wiring type, plumbing type, year built, roof materials, and other qualitative facts that affect diligence.

After parsing a T-12, review raw data and parsing details, reclassify line items, and save those classifications for future commercial real estate underwriting work.

Customize expense categories, combine or separate utilities, and teach the parser to recognize the way your team structures operating statements.

Save recurring pro forma assumptions for closing costs, CapEx, and custom expenses so future deals start closer to investment-committee quality.

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