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Products Services Solutions Pricing Resources Sign in Schedule a demo Security at Cash Flow Portal Keeping our platform secure is a top priority at Cash Flow Portal. Data security All data is encrypted and stored in a secure AWS Cloud, and Personal Identifiable Information (PII) is encrypted at the column level. Data is encrypted in transit via Secure Socket Layer (SSL) to maintain connection security. Users can enable two factor authentication to secure accounts. Data privacy is outlined in our privacy policy. Deal security Limit what co-GPs see with role based access control. Deal documents are kept secure with AWS S3. Changelog on investment history tracks when and what changes are made. Investors choose what information to share with each investment using different investment profiles. Vendors and compliance All third party vendors used by Cash Flow Portal are vetted to be compliant with our security standards. Cash Flow Portal is SOC II compliant. Security procedures To ensure an accurate security posture, we engage in bi-annual risk assessments and continuous vulnerability scanning. Have a security concern? Contact [email protected]. Seattle, WA Follow us on Capterra- Get started PricingSign upSign in Company Our blogTestimonialsProduct updatesVendor marketplaceAbout us Compare CFP vs AgoraCFP vs AppFolioCFP vs InvestNext Support Contact us Products Capital raising Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom branding Investor portal Investor managementGP / Co-GP dualityDistributionsLP experienceK1s / documentsReporting and updatesAccreditation / KYC / AMLReal estate CRM Cash Flow Portal CRMDigital business cardsIntegrationsLanding page formsAutomationsRecipes AI Underwriting CRE underwriting guideReal estate underwritingAI parsingUnderwriting model Property management BookkeepingBank syncQuickbooks integrationReportsOwner portalMaintenanceApplications & eSignTenant screeningCRMRent collectionTenant portalCommunication Fund admin Fund administrationInstitutional fund administrationSPVsFund admin servicesIntegrated CPA services Banking Integrated banking Leads New leads Accounting Accounting Solutions By role SyndicatorsFlexible fund managersOpen-ended fund managersDebt fund managersBlind pool managersFeeder fund managersFamily officesInvestor relations By industry Private equityReal estateVenture capitalHedge fundsStartups ©2026 All rights reserved. Cash Flow Portal Inc. Terms of usePrivacy policySecurityDo not sell or share my personal information