LinkedIn · Jul 2026
Company webinar announcing MCP (Model Context Protocol) and positioning CFP as an AI-first platform for managing investors, CRM, fundraising, reporting, and workflows with natural language.
Investment management platform for real estate
Company research
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
Overview
Cash Flow Portal is a Seattle-based, YC-backed investment management platform for commercial real estate GPs/syndicators. It bundles investor portals, AI underwriting, CRM, fund administration, and integrated banking for fundraising and investor management. Public sources describe a remote/work-from-anywhere culture, and no official GitHub or X account was found in the reviewed sources.
Primary product
All-in-one commercial real estate investment management software (investor portal + AI underwriting + CRM + fund administration + banking)
Founded
2019
Headquarters
Seattle, WA, United States
Team size
20-30
Work style
Remote
Industry
Technology, Information and Internet
Sub-industry
Commercial real estate investment management software
Offices
Seattle, WA, United States
10607 2nd Pl SW, Seattle, WA 98146, United States
Business model
B2B SaaS subscription
tiered monthly plans
enterprise/custom pricing
professional services / concierge fund administration
Funding
Stage
seed
Total raised
$8M
Latest round
Seed extension · Aug 2023
Latest amount
$2.7M
Aug 2023
Apr 2022
People & investors
Leadership
Founder & CEO
Engineering Manager
Business Development Manager
Associate Product Manager
Senior Product Manager
Marketing Manager
Jerry Tang
Advisor
Work & culture
Engineering-driven, talent-dense, and highly collaborative; the company emphasizes entrepreneurship, real-estate investing expertise, fast execution, and high-touch customer support.
Work style
Remote
Compensation
Public hiring material signals a fully remote North America-friendly engineering role with $80k-$140k annual salary, plus equity for senior hires and an open-vacation policy.
Benefits
Flexible hours
Work from anywhere
Learning and development resources
Open vacation policy
Competitive pay
Substantial equity for senior hires
End-to-end project ownership
Kind, collaborative team
Product & market
Pricing
Flexible tiered monthly subscription pricing; public signals show plans starting at $499/month and a larger Investor Portal + Underwriting + CRM suite at $699/month, with higher tiers for fund admin and concierge services.
Differentiators
- —AI underwriting grounded in the deal model and source documents
- —All-in-one CRE workflow across portal, CRM, underwriting, fund admin, and banking
- —Fast setup (claimed under 12 hours)
- —High-touch support with minutes-level responses and WhatsApp support
- —Supports syndications, SPVs, and flexible funds
- —White-label/custom portal options
- —Distribution engine and next-day ACH banking integration
- —Can support multiple asset classes beyond CRE when a cap table exists
Technology
Python
Flask
React
Redux
GraphQL
Amazon Aurora Postgres
Amazon S3
Heroku
GitHub
Zapier
Rippling
Customers
General partners (GPs)
Real-estate syndicators
Fund managers
Real estate private equity firms
Passive investors / LPs
Grocapitus
Granite Towers Equity Group
Vertical Street Ventures
RSN Property Group
Clear Mountain Properties
Competitors
Agora
Juniper Square
InvestNext
AppFolio
GroundBreaker
Covercy
InvestorFlow
Re-Leased
Canopy Analytics
Scale & contact
Estimated revenue
~$2M-$3M annual revenue estimate (third-party estimate; Datanyze reported ~$2.3M)
Estimated monthly visits
36.1K
Traffic estimate as of Jun 2026
Latest news
LinkedIn · Jun 2026
Product update highlighting an AI Assistant that lets users define waterfall logic in plain English and ask follow-up questions before updating the model.
LinkedIn · Jun 2026
Showcased AI parsing of rent rolls and T12s into unit-level data and lease insights, reinforcing the underwriting workflow.
LinkedIn · Mar 2026
Announced integrated banking with next-day distributions and one-click transaction clarity, extending the platform into banking and settlement workflows.
LinkedIn · Nov 2025
Company announced G2 recognition and linked to third-party coverage highlighting momentum in the category.
Jobs and careers at Cash Flow Portal
0 jobs at Cash Flow Portal
No open positions
Check back later for new openings