The platform helps us connect with investors and raise capital efficiently. The support is excellent and the team knows our business inside out. The onboarding was super friendly and smooth!
This portal helped me and my team save 90% of the time we spent on paperwork and raise capital faster. Automating distributions, storing, and organizing all our documents in one place made us much more efficient and saved hours of manual work.
We wanted to expand our business, acquire more properties, and new-devs. Our growth would be much slower if not for the features that Cash Flow Portal provides to help us raise capital. We built an excellent track record and expanded our investor network.
Agree about the customer support on Cash Flow Portal. Perry takes detailed notes every time we speak and is 100% receptive to hearing ideas. He also doesn't overpromise. He sets reasonable expectations for when features may come online. Great guy!
I have used IMS, Syndication Pro, and Cash Flow Portal ... and have selected Cash Flow Portal because it delivers the smoothest customer experience. Cash Flow Portal is a new product and is still evolving, but Perry Zheng has been hyper-responsive to his customers.
Another fan of Cash Flow Portal. Great product and more importantly customer centric approach from Perry Zheng.