Easy to use platform. The customer help and onboarding is excellent. They will help and guide you through every questions and issues.

I love how Cash Flow Portal provides a clean, professional, and easy-to-use investor portal, which I'm confident sharing with my investors. The AI underwriting feature is fantastic for saving time, especially when handling large data sets like rent rolls and financial statements. The investor portal feature stands out to me, with the deal room being professional and straightforward during the capital raising stage, and the deal dashboard offering an easy way to track all deals. The initial setup was very easy, and the team, especially Perry and Abigail, are always quick to answer any questions and provide help.

It's a very intuitive software that's easy to use. Their team is extremely responsive in answering questions and solving problems. The transition process was smooth from our previous Fund admin