Cash Flow Portal Pricing Overview

Free Trial

Launch

$299.00

Per Month

For first-time capital raisers with no investors and $0 funds under management. Includes all the essentials needed for your first raise.

Emerging

Starting at $499.00

Per Month

For GPs with an existing portfolio looking to streamline operations and scale faster. Includes $10M in funds under management and scales with you.

Enterprise

For GPs with over $50M in funds under management, offering tailored solutions and dedicated support.

Our pricing adapts to your needs, whether you’re starting with your first deal or managing large equity raises. With a free trial and scalable pricing based on funds under management, our plans offer flexibility and value for every stage of growth.

Cash Flow Portal has 3 pricing editions. A free trial of Cash Flow Portal is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for Cash Flow Portal is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Cash Flow Portal must be conducted with the seller.

Pricing information was last updated on April 29, 2025

Top-Rated Alternatives

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Cash Flow Portal Alternatives Pricing

The following is a quick overview of editions offered by other Real Estate Investment Management Software

InvestNext Institution	Contact UsPer Month	Power complex capital structures, collaborate across teams, with waived ACH fees to support high-volume transactions. Best for firms managing portfolios over $500M in Investor Equity. Everything in Firm + Unlimited Co-Sponsor Access Complimentary Inbound Payments Complimentary ACH Payments KYC/AML Accreditation Show More
Yardi Breeze Residential	$1.00Per Month	Yardi Breeze starts at $1 per unit per month and Yardi Breeze Premier starts at $2 per unit per month (minimums apply). No onboarding fees No training fees No support fees Easy monthly payments
Backstop Solutions Suite Portfolio Management	Contact Us	Backstop’s Portfolio Management platform provides the ability to manage multi-asset class investments, communications and portfolio performance, and conduct due diligence on existing and potential managers. Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform. Increase your operational efficiencies through a centralized, comprehensive portfolio management system. Manage, view, and analyze the entire investment cycle, all in one place. Establish and maintain clear insight into your portfolio with sophisticated liquidity reporting tools. Protect data and maintain operational due diligence compliance. Show More

Various alternatives pricing & plans

Free Trial

Pricing information for the above various Cash Flow Portal alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Cash Flow Portal Pricing Reviews

(2)

Steeve B.

President

Small-Business (50 or fewer emp.)

3/25/2025

"The Perfect Portal"

5/5

What do you like best about Cash Flow Portal?

We've used several of the market leading portals to manage our investors and all of our sponsored offerings. Cash Flow portal is by far the most intuitive for our investors. It also has all of the functionality that I enjoyed from competing portal providers but isn't missing anything.

Furthermore, their level of support is INSANELY good. I've interacted with Chloe, Abigail, Michelle and Stefanie over the past 2 years and each time found them extremely responsive and knowledgeable.

I use CFP daily and seriously couldn't be happier with it. Review collected by and hosted on G2.com.

What do you dislike about Cash Flow Portal?

At first the didn't charge ACH fees and now they do. I wasn't happy about the change but the other portal providers also charge fees.

Honestly can't think of anything else. Review collected by and hosted on G2.com.

Arun J.

Founder & Principal

Small-Business (50 or fewer emp.)

3/14/2025

"Intuitive platform with outstanding support"

4.5/5

What do you like best about Cash Flow Portal?

We’ve been using Cash Flow Portal at Kubera Capital for investor and deal management, and it has been a game-changer for us. The platform is designed with users in mind, offering all the essential features while keeping the experience smooth and intuitive. Plus, they’re constantly adding new functionalities, making it even better over time.

What truly sets Cash Flow Portal apart is its outstanding support team. They know the system inside and out, provide quick and effective assistance with regular check-ins, and are always open to feedback—actively improving the platform based on user needs.

A big shoutout to Perry and the team for building such a robust ecosystem that simplifies operations for firms like Kubera Capital. If you’re looking for a reliable, user-friendly, and well-supported platform for investor and deal management, Cash Flow Portal is a must-try! Review collected by and hosted on G2.com.

What do you dislike about Cash Flow Portal?

Given the complexities of the domain, Cash Flow Portal has a little of learning curve but with extraordinary support, they hold hand to get you on-boarded. We, at Kubera Capital, are happy that we were able to provide feedback on some of the features improvements, which were implemented. Review collected by and hosted on G2.com.