Cash Flow Portal logo
Category: Software demos
Investing in a deal as a joint tenancy using Cash Flow Portal

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...

Read More

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...

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

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...

Read More
How to raise equity with Cash Flow Portal

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...

Read More
How to speed up K1 filings using Cash Flow Portal

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...

Read More
How to add deal classes to Cash Flow Portal. Quick Guide

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...

Read More

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...

Read More

Most Popular Posts

Most Popular Videos

Categories

Sign up for our newsletter

Don't worry we hate spam.

Stay Connected

We help syndicators network and raise capital

Get started – it's free