Learn about our history & meet our team | Cash Flow PortalHomeProductsCapital raisingWhy Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingInvestor portalInvestor managementGP Co-GP dualityDistributionsLP experienceK1s documentsReporting and updatesAccreditation KYC AMLReal estateFund adminFund administrationFund administration for institutional GPsSimplify managing funds with SPVsFund admin servicesIntegrated CPA servicesCRMCash Flow Portal CRMDigital business cardsIntegrationsLanding page formsAutomationsRecipesUnderwritingReal estate underwritingUnderwriting modelAI parsingLeadsNew leadsSolutionsBy roleSyndicatorsFlexible fund managersOpen-ended fund managersDebt fund managersBlind pool managersSPV Fund of fund managersFamily officesInvestor relationsBy industryReal estatePrivate equityVenture capitalHedge fundsStartupsPricingResourcesBlogProduct updatesTestimonialsVendor marketplaceInvestor knowledge centerAboutCompanyCareersSecurityContact usSign in Schedule a demoWe bring real-estate syndicators and passive investors togetherOur mission is to help real estate investors achieve financial freedom.Abigail KimTechnical Account ManagerAdrian FajardoMarketing ManagerAmy ChenEngineer ManagerAnthony ZacharakisTechnical AdvisorCarter MontgomerySoftware EngineerChloe CaoTechnical Account ManagerDamian KlimanSoftware EngineerEarth PathomtajeancharoenSoftware EngineerGabrielle StorkAssociate Product ManagerJanine Beth SalazarDesignerJerry TangAdvisorKasten WelshSoftware EngineerLevy LiuSoftware EngineerLuca PalermoSoftware EngineerMichelle YiTechnical Account ManagerMinglun ZhangSoftware EngineerNathan AkkaraphabSoftware EngineerNicholas OmronSoftware EngineerPerry ZhengFounderRussell BarthelProduct ManagerSaif MustafaTechnical Account ManagerSkye TranSoftware EngineerStefanie PopeTechnical Account ManagerTheo ChunBusiness Development RepresentativeTow MokaramaneeEngineer ManagerHistorySeptember 2019Perry closed on their first multifamily syndication a 172-unit class C property in Dallas TX.January 2020Frustrated with the amount of manual work Perry looked into finding affordable solutions to streamline his equity raising.April 2020Not finding anything that met his needs Perry took matters into his own hands. Wrote our first line of code.July 2020Soft launched to 7 beta users.August 2020Scaled to four engineers and one designer.December 2020Closed on second multifamily syndication a 408-unit class B property in Fort Worth TX.January 2021Set aside 1MM of self-financing for the development of Cash Flow Portal.February 2021Team grew to ten team members including the founder.March 2021Managing 100MM of capital across hundreds of investors. Fun fact we were not even one year old yetJuly 2021Helped four syndication groups raise 30MM of capital by having investors sign docs automatically on the platform.August 2021Perry and his team raise 6.7MM for their Cooper Creek II deal using Cash Flow Portal.September 2021Deal sponsors have raised almost 500MM on the platform across thousands of passive investors.November 2021Accepted into Y CombinatorApril 2022Raised 5MM from Y Combinator Goodwater Capital angel investors and Silicon Valley luminaries.October 2022500 GPs on the platform.April 2023Managed 2 billion on the platform.August 2023Raised 2.7M in seed extension. Raised 8MM to date.April 2024Became multi product company. Launched AI-enabled underwriting tool.October 2024Brought flexible fund structures to the platform.April 2025Launched fund administration services and tools.July 2025Entered property management expanding our platform to five core products.October 2025Managed 40 billion on the platform representing 150 billion in AUM.December 2025Launched integrated banking.January 2026Introduced Funds an end-to-end fund administration platform.Want to join in on the funChallenging problems flexible hours work from anywhere and more...Software EngineerSoftware Engineer InternFund Administrator Fund AccountantSales Development RepresentativeSales Development Representative InternSeattle WAFollow us onCapterra4.9Get startedPricingSign upSign inCompanyOur blogTestimonialsProduct updatesVendor marketplaceAbout usSupportContact usProductsCapital raisingWhy Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingInvestor portalInvestor managementGP Co-GP dualityDistributionsLP experienceK1s documentsReporting and updatesAccreditation KYC AMLReal estateLeadsNew leadsFund adminFund administrationSPVsFund admin servicesIntegrated CPA servicesCRMCash Flow Portal CRMDigital business cardsIntegrationsLanding page formsAutomationsRecipesUnderwritingReal estate underwritingUnderwriting modelAI parsingSolutionsBy roleSyndicatorsFlexible fund managersOpen-ended fund managersDebt fund managersBlind pool managersSPV Fund of fund managersFamily officesInvestor relationsBy industryPrivate equityReal estateVenture capitalHedge fundsStartups©2026 All rights reserved. Cash Flow Portal Inc.Terms of usePrivacy policySecurityDo not sell or share my personal informationLearn about our history & meet our team | Cash Flow PortalSales Development RepresentativeWho we areAt Cash Flow Portal we make it easy for real estate syndicators to raise money streamline operations and reach investors. We want to make it the easiest place on earth to invest in real estate.We at Cash Flow Portal strive to be the most accessible real estate syndication software in the market. In the last 4 years we built a solid product achieved product-market fit and created a team of driven and like minded people all across the US. We are now looking for a Sales Development Representative to join our team to grow our business and continue to reach more customers.We are engineering-driven the founder was an engineering manager from Silicon Valley are obsessed with talent density and want to hire the best people possible who are also highly collaborative.We are also highly entrepreneurial and personal finance-minded. We believe that our employees will one day go on to create their own companies invest in real estate and want to grow their wealth and achieve financial independence in their own right.We are looking for someone that canIdentify potential customers and generate new business opportunities for the companyContact and qualify potential customers through various avenuesManage leads through the sales pipeline by setting appointments following up on leads and tracking progress towards meeting sales goals using CRM softwareStay up-to-date on market trends competition and industry developmentsAttend networking events and conferences to build relationships and generate leadsProvide regular reports on sales activities and results to managementYour qualificationsPrior experience in Sales or Customer Service or equivalentFamiliarity working with customers of all sizes especially large enterprise organizationsExcellent verbal written organizational presentation and communications skillsAbility to build and maintain relationships with potential clientsKnowledge of sales techniques and strategiesStrong time management and organizational skillsStrong team player but self-starterStrong technical analytic and problem-solving skillsContribute to root cause analyses on winslossesCommunicate lessons learned to the team this includes the leadership team the marketing team and the engineering teamYou share our values and work in accordance with those valueLogisticsCandidates can be full-time W2 or contractors with flexible hoursSalary50K-60K base and generous equity structureTo apply please send your resume to recruitingcashflowportal.com and tell us why you are a good fit for this roleCash Flow Portal is an equal opportunity employer that values diversity inclusion and belonging. We do not discriminate on the basis of race religion color national origin gender gender identity or expression sexual orientation age marital status veteran status disability status or any other characteristic protected by law. We will consider for employment all qualified applicants with arrest and conviction records in a manner consistent with applicable law.