Ease and all the insight and instruction. The entire team is amazing. Nicholas, Abigail, Chloe, & Saif, as well as Perry have been instrumental in the creation of our fund and have shifted many points of focus and even created enhancements to assist with investor as well as accounting efficiencies that we did not believe were possible. What is undoubtedly undisputed, is the fact that in less than 5 months of launching our fund, we are now 100% hands off utilizing the Fund Admin services. All kinks have been worked, from both an accounting and functional aspect, as we move towards month 6, we are rinse and repeat. Receive financials from CPA firm, get that over to our Fund Admin, all financials are input/overlaid with expenses, all calculations addressed and we receive a Loom video with all explanations on what was actioned. From there we review, and then with minimal clicks/touchpoints, we publish and share all financials to investors and generate statements, then push to accounts. It is that simple. Perry and his team are amazing. Nicholas is an absolute blessing to work with from our perspective. Abigail and Chloe have handled all scheduling and ancillary items as well as the true portal fixes that we have needed working with Nicholas. Saif has been instrumental in assisting with potentially moving over and utilizing banking integration that is in the works. Another point is the access to the team. There are multiple avenues and you always have the link to their calendars. Lastly, Perry. Very few operations of this size do you get to have access to the final decision maker. He is selfless and makes himself available. All calls are recorded and saved and sent back to yourself. Transcriptions and notes are provided. Just typing this review, it is remarkable how advantageous it has been for us to have partnered with CFP. We are EXTREMELY lucky to have them in our corner.

Cash Flow Portal has been a great tool for our team. Their underwriting tool is especially impressive, it’s fast, accurate, and saves a ton of time compared to traditional spreadsheets. Uploading rent rolls and T12s and getting clean, usable data almost instantly makes deal analysis much more efficient. The platform is easy to use, well thought out, and clearly built by people who understand real estate. Investor management and reporting are straightforward.

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