Tag: Demos

Equity-raising demo

  • By Alexandra Kazakova
  • 04/09/21
  • Demo

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)....

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How to speed up K1 filings using Cash Flow Portal

  • By Alexandra Kazakova
  • 03/01/21
  • Demo

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 deal classes to Cash Flow Portal. Quick Guide

  • By Alexandra Kazakova
  • 02/11/21
  • Demo

In this demo, we will answer a question that many of you asked: “How to add deal classes?” Watch the video here: https://youtu.be/V9n6W241awA Classes make up the deal entity, so...

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How to add your first deal to Cash Flow Portal. Quick Guide

  • By Alexandra Kazakova
  • 02/05/21
  • Demo

Here is a quick guide on how to add your first deal to Cash Flow Portal: https://youtu.be/71qwSmP6600 Now you can try our syndication software completely free and without any commitment...

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