Cash Flow Portal
YC W22Seattle, US · Founded 2020 · Delaware corporation · 19 employees · 1 known investors
Cash Flow Portal provides a unified platform for fund managers to handle investor relations, fund administration, distributions, and LP communications in a single system. It integrates investor portals, CRM, underwriting, and marketplace functionality to reduce operational fragmentation across tools.
Enterprise SoftwareFintechMarketplacesPropTechSaaSMarketplaceReal EstateB2BUnited States of AmericaAmerica / CanadaFully Remote
Founders & leadership· Y Combinator alumni (W22)
Cash Flow Portal was founded in 2020 by Perry Zheng, Zheng Xiaozhan, and Perry Z.
PZ
Perry ZhenginFounder and CEOPerry Zheng holds engineering and management roles at Lyft, Twitter, and Amazon, and founded Cash Flow Portal, a real estate syndication software platform. He has sponsored apartment development projects and raised capital for real estate investments.
ZX
Zheng XiaozhanCo-founder
PZ
Perry ZFounder
Investors · 1
Reported raises · per SEC filings
Form D private placements$8.4M disclosed across 2 rounds · 2021–2022
▶$4.7MraisedMar 2025 · 96 investors · Other TechnologyRule 506(b)
▶$4.7MraisedMar 2025 · 96 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Zheng XiaozhanExecutive Officer, Director
- Offering amount
- $5.5M
- Amount sold
- $4.7M
- First sale
- Apr 2022
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$3.8MraisedNov 2021 · 75 investors · Other TechnologyRule 506(b)
▶$3.8MraisedNov 2021 · 75 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Zheng XiaozhanExecutive Officer, Director
- Offering amount
- $3.8M
- Amount sold
- $3.8M
- Proceeds to insiders
- $90K
- First sale
- Nov 2021
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlap
Crowd Street68 shared keywordsCrowdStreet is a platform that provides individual investors access to private market investments including commercial real estate, private equity, venture capital, and private credit funds. The platform curates and vets investment opportunities across income-generating, growth, and capital-preservation strategies for retail investors.
Biggerpockets61 shared keywordsBiggerPockets provides real estate investing tools, including property analysis calculators and property management software, along with a network of investor-friendly agents and vetted service professionals. It also offers educational content through articles, podcasts, videos, and guides, plus a community forum and tiered membership plans for real estate investors.
Agorareal51 shared keywordsAgora offers investment management software for real estate firms, handling investor onboarding, subscription documents, tax operations such as K-1 distribution, and communications. The platform centralizes back-office operations and the investor experience for real estate investment managers.
InvestNext44 shared keywordsInvestNext offers a white-label investor portal and deal room software for real estate sponsors and fund managers to raise capital, manage cap tables, automate distribution waterfalls, and share investor reports and tax documents. The platform handles subscription flows, CRM integration, e-signatures, secure funding, and investor communications.
Rentana40 shared keywordsRentana provides AI-driven pricing optimization and revenue management software for multifamily property portfolios. The platform offers dynamic pricing recommendations, renewal management, and analytics to help residential real estate operators make data-informed pricing and portfolio decisions.
Affinity39 shared keywordsAffinity provides a platform for investment banking teams to accelerate mandate success and client relationship management through integrations with tools like Slack, Mailchimp, and Dropbox.
Companies competing with Cash Flow Portal for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Cash Flow Portal do?
- Cash Flow Portal provides a unified platform for fund managers to handle investor relations, fund administration, distributions, and LP communications in a single system. It integrates investor portals, CRM, underwriting, and marketplace functionality to reduce operational fragmentation across tools.
- Who founded Cash Flow Portal?
- Cash Flow Portal was founded by Perry Zheng, Zheng Xiaozhan, Perry Z in 2020.
- Who are Cash Flow Portal's investors?
- Cash Flow Portal's investors include Y Combinator.
- How much funding has Cash Flow Portal raised?
- Cash Flow Portal has disclosed $8.4M raised across 2 rounds.
- Where is Cash Flow Portal headquartered?
- Cash Flow Portal is headquartered in Seattle, US.