Raise capital, manage investors, run deals, and deliver every lender obligation from one system. Start with reporting and compliance alone, or run the full stack.
Your first raise, done right.
First-time sponsors running a single raise — everything Cash Flow Portal gives you, plus compliance reporting, an AI concierge and real support.
Raise and service outside capital.
Active syndicators raising from LPs — full capital raising, the investor CRM, deal rooms, K-1s, the waterfall engine and KYC/AML.
The full fund-manager stack.
Established multi-fund managers — adds fund accounting, QuickBooks/Xero sync, the asset-management cockpit, acquisitions pipeline, white-label branding and data connectors.
Unlimited, white-labeled, lender-grade.
Institutions and lenders — every module unlimited, premium AI trained on your docs, the lender portfolio seat, API, SSO and dedicated support.
Modules can be licensed individually or combined — a sponsor with no outside investor capital runs lender reporting and compliance alone. Pricing shown is per workspace, billed monthly; annual and multi-entity terms available.
Offerings, subscriptions, and the investor-facing raise surface — private placements run end to end.
LP portal, capital accounts, quarterly statements, distributions, and K-1 delivery.
Deal pages, data rooms, offering memoranda, and document generation from templates.
A portfolio cockpit for owned assets — NOI, occupancy, valuations and DSCR per asset, underwriting-vs-actual, and diversification/exposure across the book.
Every reporting obligation on a clock — packages prepared automatically and released through review.
Covenant definitions evaluated from operating data; breaches escalate before anything is released.
For lenders: require borrowers to report through the platform and monitor the whole book from one surveillance view.