Case Study: Cash Flow Portal Streamlines Investor Onboarding with iCapital

Cash Flow Portal cuts investor onboarding time by 80% with iCapital

Cash Flow Portal, an investment management platform focused on real-estate syndication, faced a challenge with its manual investor accreditation process. This inefficient system slowed down equity raises and made onboarding time-consuming for both limited and general partners. To solve this, the firm partnered with iCapital and implemented its Accreditation Solutions.

By integrating iCapital's embedded workflow and API directly into its platform, Cash Flow Portal eliminated manual processes. The solution resulted in a 100% reduction in manual accreditation tasks and an 80% reduction in onboarding time per investor. This efficiency gain allowed for faster deal closings, reduced costs, and improved satisfaction across the board for Cash Flow Portal's investors and partners.

Cash Flow Portal