Equity-raising demo

How to raise equity with Cash Flow Portal

If you have ever syndicated a deal or passively invested in one, you know that it can take hours to compile lengthy emails to passive investors (or to read them). Then for investors to print, sign, and scan documents. It can be time-consuming both for GPs and LPs to find information about passive investors, syndicators, and all the details of the deal.

Another challenge for passive investors is that if they invest in several deals, they have to log in to several syndicators’ websites to view deals or spend time reading long emails, printing, and signing documents.

Like Perry mentioned in the Stars & Stripes podcast, Cash Flow Portal’s goal is “to make investing in a deal a two-minute one-click process instead of a usual one that takes days.” That’s why we are working hard on our equity-raising feature and now you can try our syndication software completely free and raise equity with no commitment till you close your first deal.

Register here for Perry’s webinar on equity raising to be the first one to try this feature!

Investing in your deal is easier than reading an email. Instant check-out.

Equity-raising demo

Once you added your first deal and went through all the necessary steps, create an offering for your passive investors, add relevant documents and create your e-sign template:

create deal offering on cash flow portal

Add your investors to the portal. They will receive a welcome email with a link to accept your invitation and join the portal. You will see a checkmark next to the investor’s name once they are on the portal:

Invite investors to cash flow portalOnce your passive investor logs into the portal, they will see a comprehensive dashboard with your deal that includes all the details that passive investor needs, including offering size, minimum investment, projected returns, cash flow, avg cash return, etc.: Cash flow portal passive investor view

Your investor then clicks on the “Invest now” button and is taken to the next screen to enter the details. They will select or create an investor profile and choose the investment class they want to invest in:

Invest in a real estate deal

The next step is to enter the investment amount:

Once the amount is entered, your passive investor will review and e-sign the SSQ. They can download the document for printing:

Or review it directly on the portal: Once the document is signed, passive investors can review the funding information and select the date for the wire transfer:

If you are investing passively in a deal and also syndicating on another deal, you can easily switch between the passive investor and syndicator view. When you switch, you will be able to see all the investors, documents, assets, distributions, entities, etc. It is especially convenient if you are syndicating one deal and passively investing in another using our real-estate syndication software. As a result, you don’t have to log in to several websites and spend time searching for the required information. We believe this to be one of the strongest features of our syndication software because it makes equity raising efficient and consistent.    


About The Author

Alexandra Kazakova

Alexandra is a Community Manager at Cash Flow Portal. She writes blog posts, demos, guides and shares tips and tricks for running a successful syndication business.

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