Replace spreadsheet sprawl with a cloud model for scenarios, waterfalls, feeder funds, sensitivity analysis, and shareable deal outputs.


$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
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.
The underwriting model is where parsed source data becomes scenarios, waterfalls, feeder fund economics, sensitivity analysis, and investor-ready outputs.
Save and revisit combinations of loans, unit mixes, expense assumptions, exit cap rates, and renovation plans.
Keep acquisition fees, asset management fees, IRR hurdles, and complex waterfall structures inside the deal model.
Review feeder-fund classes, waterfall views, and metric basis outputs without maintaining a separate workbook.
Export spreadsheets, PDFs, reports, and pitch-deck sections from the same assumptions your team reviewed.
Cash Flow Portal gives acquisition teams a flexible commercial real estate underwriting model that stays connected to source data, scenarios, exports, and collaboration.

Model development periods, lease-up periods, short-term rental rates, unit-specific vacancies, and other structures that break simpler spreadsheets.

From brokers to private equity teams to lenders, the model keeps detailed assumptions visible so reviewers can understand why a deal does or does not pencil.

Manage debt assumptions, refinance scenarios, and capital-stack changes directly in the cloud model instead of duplicating spreadsheet tabs.

Save business plans, loan terms, unit mixes, and active scenarios in Cash Flow Portal so your team can switch between assumptions without losing the source trail.

Share underwriting models with internal teams or external partners while keeping notes, permissions, and deal context attached to the opportunity.

Add acquisition fees, asset management fees, IRR hurdles, class structures, and feeder-fund waterfalls directly into the underwriting workflow.

Export a clean workbook for lender requests, partner review, or custom reporting.
Generate a review-ready PDF with underwriting data for partners, LPs, and reviewers.
Generate sensitivity views for purchase price, exit cap, rent growth, debt terms, and feeder-fund metric basis decisions without rebuilding tables.

Many teams still use spreadsheets for a final custom view. Cash Flow Portal helps you get to cleaner assumptions faster, then export when a stakeholder needs a workbook.
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