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Cash Flow Portal

Investment management platform for real estate

Y CombinatorWinter 2022ActiveReal Estate and ConstructionHousing and Real EstateMarketplaceSaaSReal EstateB2B

What they do

Problem

Real estate syndicators struggle to efficiently manage investors and deal administration due to manual workflows like preparing e-signature documents, sending wire instructions, and tracking communications.

Solution

An investment management software platform that automates and centralizes real estate syndication investor onboarding, documentation (e.g., DocuSign), communications, and fund flow coordination.

Who it's for

Real estate syndicators and their investment teams managing investor relations and capital raises.

Founders

Perry Zheng
Founder

Perry Zheng is the founder and CEO of Cash Flow Portal, a modern real estate syndication software. He was an engineering manager at Lyft for 5.5 years, and worked as a software engineer at Twitter and Amazon. Perry is also a lead sponsor on 1,000+ apartment units, having raised 25M+ for real estate projects and generating 30%+ annualized return for investors.

Company timeline

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