Case Study: Cash Flow Portal streamlines investor onboarding with iCapital

How Cash Flow Portal Streamlined Investor Onboarding with iCapital

The customer, an investment management platform called Cash Flow Portal, faced significant inefficiencies in its investor onboarding. With over 80,000 investors, their manual process for verifying investor accreditation slowed down equity raises and created a time-consuming experience for both limited and general partners. To resolve this, they partnered with vendor iCapital.

iCapital implemented its Accreditation Solutions, which featured a modern UI and a robust embedded workflow with API integration. This integration directly into Cash Flow Portal's platform eliminated manual uploads and external services. The results were a 100% reduction in manual accreditation processes, saving 30-60 minutes per investor. Onboarding time for investors was cut by 80%, and general partners reported an 80% increase in efficiency, leading to faster equity raises and improved satisfaction.

Cash Flow Portal

Perry Zheng

Founder & CEO