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, Goodwater Capital.

How much funding has Cash Flow Portal raised?

Cash Flow Portal has disclosed $8.4M raised across 2 of its 3 known rounds.

Where is Cash Flow Portal headquartered?

Cash Flow Portal is headquartered in Seattle, US.

Cash Flow Portal

YC W22

Seattle, US · Founded 2020 · Delaware corporation · 19 employees · 2 known investors

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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 Software Fintech Marketplaces PropTech SaaS Marketplace Real Estate B2BUnited 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.

Perry Zheng Founder 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.

Zheng XiaozhanCo-founder

Perry ZFounder

Cash Flow Portal RecruitingTechnical Recruiter

Investors · 2

Y Combinator✓ confirmed by Cash Flow PortalSan Francisco · $500K

How we know: the Y Combinator directory · open dataset · 5k.vc investor directory · Not right? Tell us

Goodwater CapitalreportedBurlingame · $5M – $50M

How we know: Y Combinator's founder network · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$8.4M disclosed across 2 of 3 rounds · 2021–2022

▶$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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Companies working in the same space as Cash Flow Portal.

Legal entities · 1

corporate structure

Cash Flow Portal Inc.

In the news

Cash Flow Portal Funding | <$5M Revenue | Complete Analysis | Extruct AIextruct.ai · Nov 2021

Real-estate syndication software, Cash Flow Portal, raises $1 million in self-financing - Cash Flow Portalblog.cashflowportal.com · Apr 2021

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, Goodwater Capital.
How much funding has Cash Flow Portal raised?: Cash Flow Portal has disclosed $8.4M raised across 2 of its 3 known rounds.
Where is Cash Flow Portal headquartered?: Cash Flow Portal is headquartered in Seattle, US.