Category: Software demos

How to navigate a syndicator’s profile?

  • By Kristina Xie
  • 02/15/22
  • Passive investor guidesSoftware demos

The Marketplace offers access to a network of syndicators. As an investor, you may have different criteria of who you want to invest with (e.g. most units owned or largest portfolio...

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Demo: Investing in a deal as a joint tenancy using Cash Flow Portal

  • By Kristina Xie
  • 12/10/21
  • Software demos

When syndicating a deal using Cash Flow Portal, it is common to encounter couples investing as a joint tenancy. In this guide, we will walk you through the process of...

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How to create an offering with Cash Flow Portal

  • By Kristina Xie
  • 12/02/21
  • Software demos

Introduction An offering refers to when a company issues or sells a security. In multifamily syndications, potential investors must receive a professional offering package. It contains documents prepared by an...

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How to invest in a deal using Cash Flow Portal. Passive investor demo

  • By Kristina Xie
  • 10/06/21
  • Software demos

Step 1: Follow the link sent by your GP or co-sponsor to view the deal offering: You should have received the link by email from your sponsor. Once you click...

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How to raise equity for a multifamily deal using Cash Flow Portal

  • By Kristina Xie
  • 04/09/21
  • Software demos

Have you have ever syndicated a deal or passively invested in one? If the answer is yes, then read this post to learn how to raise equity for a multifamily...

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How to speed up K1 filings using Cash Flow Portal

  • By Kristina Xie
  • 03/01/21
  • Software demos

As K1s filings season is at its peak, we decided to share this short guide with you to help you make this process faster and more efficient. With Cash Flow...

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How to add equity classes to Cash Flow Portal. Quick Guide

  • By Kristina Xie
  • 02/11/21
  • Software demos

In this demo, we will answer a question that many of you asked: “How to add equity classes?” Equity classes make up the deal entity, so before you add the...

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Getting started: How to add a deal on Cash Flow Portal. Quick guide.

  • By Kristina Xie
  • 02/05/21
  • Software demos

Here is a quick guide on how to add your first multifamily deal to Cash Flow Portal: https://youtu.be/71qwSmP6600 Now you can try our real estate syndication software completely free and...

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