Cash advances · Portfolios · Partners
Capital Flow connects cash advance origination, underwriting, portfolio management, and syndication. Keep deal information together. Give clients and capital partners their own portals.
For funders, ISOs, brokers, and syndicators.
From origination to portfolio oversight
Stop piecing together a deal from separate emails, files, and spreadsheets. Review the application, underwriting decisions, agreements, and remittance history in the context of the same client and deal.
01Origination & underwriting
Keep client information, underwriting reviews, proposals, and agreements with the application. Pick up the next conversation with the history in front of you.
Client records · Underwriting · Agreements
02Portfolio & syndication
Track remittance progress across cash advances, review participation shares, and follow compensation. Move from the portfolio overview to the deal behind the numbers.
Portfolio visibility · Participation · Compensation
03Connected workflows
Use scheduled processor imports to bring data into the platform, and track agreements through supported e-signature workflows. Review activity and exceptions while your team stays in control.
Processor data · E-signatures · Import oversight
Less time assembling the picture. More time working on the deal.
See it in your demoDedicated portals
Clients want to know where their advance stands. Syndicators want to see their participation. Dedicated portals give each audience a relevant view, without opening up your internal workspace.
Give clients a place to review their own cash advance details, remittance history, and shared documents, without waiting for your team to send an update.
Give syndicators a view of the cash advances they participate in, their share of each deal, remittance progress, and the documents you make available.
For the team behind every deal
Connected on the deal.
Clear on who sees what.
Manage applications, coordinate underwriting, organize documents, and oversee the cash advance portfolio.
Keep assigned clients, applications, and compensation in view, with access matched to the relationships they manage.
Each person sees the records and documents available to their role and relationship.
A demo built around your business
Tell us a little about your business. We’ll focus the conversation on the deals, partners, and daily work that matter to you.
Follow a deal from application to portfolio oversight.
See the client and syndicator portal experiences.
Discuss the manual work you want to reduce.
For businesses exploring the platform, not applicants seeking funding.
Request a Demo
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A closer look at the platform
Explore what your team, clients, and capital partners can do in one connected platform.
Request a DemoKeep the application, client details, underwriting decisions, agreements, and notes linked together. Your team can review the deal’s status and history in context, instead of piecing them together across inboxes and spreadsheets.
See remittance progress, amounts remitted, and what remains across your cash advances, then open an individual deal for the details. Review participation alongside deal totals so the portfolio picture stays connected to the records behind it.
Capital partners have a dedicated portal showing the deals they participate in, their share of each deal, remittance progress, and shared documents. Your team manages participation alongside the cash advance, giving partners a place to check their position without requesting a separate update.
Yes. Clients can review their own cash advance details, remittance history, and documents you make available in a dedicated portal. They get a place to find routine updates, without access to your internal workspace or other clients’ records.
Client and deal records stay connected across the funding relationship. ISOs and agents work with the clients and applications in their scope; underwriting teams review the deals available to them. Role-based access keeps collaboration tied to the relationships each person manages.
Scheduled processor imports bring supported data into Capital Flow without a manual upload each time. Agreement e-signature tracking keeps signature status alongside the deal. Your team can review import activity and exceptions rather than repeatedly assembling the same information.