Syndication Portal
$499 a month
Investor portal · secure document sharing · K-1 distribution · offering pages · e-signatures · KYC/AML · allocations and waterfalls · core CRM
Checked 21 Oct 2026
Plans and prices
Cash Flow Portal CRM pricing
Syndication Suite
$699 a month
Everything in Syndication Portal · CRM · AI underwriting · MCP server access · workflows · 22,000 marketing emails/month · meeting scheduler · deal pipelines · attribution tracking · dedicated CSM
Checked 21 Oct 2026
Enterprise
Priced on request
Custom software and services mix · bookkeeping · K-1 preparation · reporting · integrations · migration · multi-fund structures
Checked 21 Oct 2026