Problem
Cash Flow Portal is an investment management platform, with more than 80,000 investors, that focuses on real-estate syndication. Before partnering with iCapital (then Parallel Markets), Cash Flow Portal required all investors to complete their accreditation verification before accessing their portal. This manual process slowed equity raises and made onboarding more time consuming and inefficient for both LPs and GPs.
Solution
Cash Flow Portal selected iCapital’s Accreditation Solutions due to its modern user interface, robust embedded workflow and API integration, all of which provided a seamless experience for investors. By integrating iCapital’s accreditation workflow directly into their platform, Cash Flow Portal eliminated the need for manual uploads and external accreditation services, drastically reducing the time required for onboarding and improving overall efficiency. The firm also highly valued iCapital’s white glove partner support, including their dedicated Slack channel for customer service.
“We evaluated other options… [iCapital’s] UI was the most modern and the embedded workflow and API was more robust. A Slack channel created was a good sign we were in good hands with customer support.”
— Perry Zheng, Founder & CEO
Results
Since partnering with iCapital, Cash Flow Portal has seen a 100% reduction in manual investor accreditation processes, as all tasks are now completed within the embedded workflow, saving 30-60 minutes per investor. Support tickets related to accreditations are rare, reflecting the ease of use and reliable documentation provided by iCapital.
Meanwhile, LPs experience an 80% reduction in onboarding time thanks to the streamlined, one-step process. GPs have reported a commensurate 80% increase in efficiency, as reduced friction in the investment funnel allows for faster deal closings.
With iCapital, Cash Flow Portal has empowered GPs to secure faster equity raises, reduced LP onboarding costs and improved satisfaction across the board from investors and partners alike.
IMPORTANT INFORMATION
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