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
Public company, workplace, funding, and market signals
Updated Jul 30, 2026
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
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Commercial real estate investment management software
Offices
Business model
Stage
seed
Total raised
$8M
Latest round
Seed extension · Aug 2023
Latest amount
$2.7M
Aug 2023
Apr 2022
Leadership
Founder & CEO
Engineering Manager
Business Development Manager
Associate Product Manager
Senior Product Manager
Marketing Manager
Jerry Tang
Advisor
Investors
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
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
Technology
Customers
Competitors
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
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.
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.