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CREAssets vs Cash Flow Portal
Cash Flow Portal is the product closest to CREAssets: capital raising, accounting, AI underwriting and property management with a free tier and published prices of $499 and $699 a month, billed yearly. CREAssets ships property management with a tenant portal today, stays focused on real estate, and costs $299 a month for every module, AI included, once you collect investor money. Cash Flow Portal is ahead on adoption, banking and AI underwriting maturity.
Updated
CREAssets vs Cash Flow Portal
4 differences that matter
Each Cash Flow Portal fact below is what Cash Flow Portal publishes, or what its site does not list, as of 2 October 2026.
- 01
Month-to-month, not billed yearly
Cash Flow Portal lists its paid plans as billed yearly. The CREAssets Platform plan is month-to-month, and you can cancel anytime.
- 02
$299 for every module, AI included
Cash Flow Portal publishes a free tier, then $499 and $699 a month, billed yearly, with AI underwriting seats on the $699 Suite. CREAssets is $299 a month for every module, AI underwriting included.
- 03
Email marketing at half the price
Our email plans are half of Cash Flow Portal’s published Marketing Pro price at the same send caps — $99 instead of $199 a month for 1,500 contacts and 22,000 sends.
- 04
Property management today
Cash Flow Portal’s pricing page lists property management in the Suite as “coming soon”. CREAssets ships units, leases, maintenance and a tenant portal now.
Which one fits your firm
We would rather you pick the right tool than the wrong one quickly. Here is where each is stronger.
Choose Cash Flow Portal if…
- You want the most-used product in this segment. Cash Flow Portal publishes 800+ GPs, $6B+ raised and a G2 rating of 5.0.
- You want AI underwriting seats inside a published plan. The Syndication Suite lists two AI Underwriting seats and rent roll and T-12 parsing.
- You want banking from the same vendor. Cash Flow Portal lists a Banking product.
- You also run private equity, venture or hedge funds. It lists solutions for each.
- You need a SOC 2 report. It describes itself as "SOC II compliant"; CREAssets holds no certification.
Choose CREAssets if…
- You want property management in the product today: units, leases, rental applications, maintenance and a resident portal on the deal record.
- You want every module, AI underwriting included, for $299 a month, and email marketing at half Cash Flow Portal’s published Marketing Pro price.
- You want a double-entry ledger per deal and per asset, with a P&L and balance sheet that print a tie-out line.
- You want identity checks and sanctions screening built in, with no per-check vendor fee.
- You want a product that only does commercial real estate.
Side by side
Cash Flow Portal vs CREAssets: pricing and features
What Cash Flow Portal publishes next to what CREAssets ships today.
Scroll the table sideways to see every column.
| Capability | CREAssets | Cash Flow Portal | Source |
|---|---|---|---|
| Capabilities | |||
| Focus | Commercial real estate sponsors only | Real estate, plus private equity, venture, hedge funds and startups | cashflowportal.com navigation |
| Free tier | Free to start. $299/mo for every module once you collect investor money into a deal | Free: set up a deal and explore the portal; "Upgrade when you’re ready to raise capital" | cashflowportal.com/pricing |
| Investor portal and waterfalls | Branded investor portal: positions, distributions, documents and a tax center. LP, GP and mezzanine classes; IRR, cash-on-cash and ROI hurdles; pref, splits and catch-up tiers; 23 templates | Branded portal, K-1 automation, e-sign and funding, KYC/AML and a waterfall engine on Syndication Portal | cashflowportal.com/pricing |
| AI underwriting | AI underwriter parses OM, rent roll and T-12 into a workbook that becomes the deal; included in the Platform plan | Two AI Underwriting seats and AI rent roll and T-12 parsing on Syndication Suite | cashflowportal.com/pricing |
| Property management | Units, leases, rental applications, maintenance and a tenant portal on the deal record. Online rent: built in; connect your provider | Listed in the product menu; the Suite lists property management up to 50 units as "coming soon" | cashflowportal.com, nav and pricing |
| Accounting | Double-entry ledger per deal and per asset; P&L and balance sheet with a tie-out line; CSV, .qbo and .iif export | Accounting product listed, with a QuickBooks integration and journal-entry export | cashflowportal.com navigation |
| Email and SMS | Email marketing plans from $99/mo for 1,500 contacts and 22,000 sends: half of Cash Flow Portal’s published Marketing Pro price. Texting: $39, $99 or $249/mo | 22,000 marketing emails a month on the Suite; texting (SMS) listed as an add-on | cashflowportal.com/pricing |
| Integrations | Outbound webhooks, Calendly, Google Calendar, Documenso, QuickBooks file exports; ACH via Dwolla, Stripe Treasury or Unit. No live QuickBooks sync | QuickBooks, Zapier, bank sync and an MCP server listed | cashflowportal.com, nav and pricing |
| Security | 2FA (TOTP), tenant isolation, audit logs and rate limiting. No SOC 2 or ISO certification | "SOC II compliant", column-level PII encryption, 2FA and continuous vulnerability scanning | cashflowportal.com/security |
| Pricing | |||
| Platform price | Free to start. $299/mo for every module once you collect investor money into a deal | Published: Free; Syndication Portal $499/mo; Syndication Suite $699/mo; Enterprise custom | cashflowportal.com/pricing |
| Billing terms | Month-to-month, cancel anytime. Nothing to pay until you collect investor money; then $299 a month | Paid plans billed yearly | cashflowportal.com/pricing |
| AI underwriting | Included in the $299/mo Platform plan | Two seats included in the $699/mo Suite | cashflowportal.com/pricing |
| Texting | $39, $99 or $249 per month | Listed as an add-on | cashflowportal.com/pricing |
Competitor information is taken from their public website on 2 October 2026 and may have changed. Rows marked as third-party or with an earlier review date say so in the Source column. Sources: cashflowportal.com, cashflowportal.com/pricing, cashflowportal.com/security, cashflowportal.com/about, cashflowportal.com/products/…. CREAssets AI output is a draft for human review, not investment, legal or tax advice. Payments run through licensed third-party providers, US bank accounts only.
Keep researching
Prices, tools and other comparisons, all dated and sourced.
Frequently asked questions
What is the biggest difference between CREAssets and Cash Flow Portal?
Two things. Property management with a tenant portal is in CREAssets today, on the same record as your investors. And the bill: every CREAssets module, AI included, is $299 a month once you collect investor money, while Cash Flow Portal publishes paid plans at $499 and $699 a month, billed yearly.
Does Cash Flow Portal have property management?
Its navigation lists Property Management and its About page dates the launch to July 2025, while its pricing page lists property management in the Syndication Suite as "coming soon" (both as seen on 2 October 2026). Ask Cash Flow Portal which applies to your plan.
Is CREAssets cheaper?
On published prices, yes. CREAssets is $299 a month for every module, AI underwriting included, against $499 or $699 a month billed yearly at Cash Flow Portal. Email marketing plans are half its published Marketing Pro price at the same send caps.
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