Fundraising Fox

Cash Flow Portal

YC W22

Seattle, US · Founded 2020 · Delaware corporation · 19 employees · 1 known investors

cashflowportal.com ↗

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 EstateB2Bin /cash-flow-portal@ycombinatorycombinator.com ↗

Founders & leadership· Y Combinator alumni (W22)

PZPerry Zheng
Perry ZhenginFounder
ZX
Zheng XiaozhanExecutive Officer, Director

Investors · 1

Y Combinator✓ verifiedSan Francisco · $500K

Reported raises · per SEC filings

Form D private placements
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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