A landing page collects soft commits. A compliance OS keeps the raise defensible.
Cashflow Portal is a focused, lightweight tool for syndicators who already own a CRM and just need a clean deal-landing page for soft commits. Mownt is the compliance-first operating system for solo and small-team capital raisers, pipeline, deal pages, document vault, underwriting, and server-side 506(b)/506(c) gating in one platform.
Cashflow Portal is a soft-commit landing page: it captures investor intent and hands the rest to your CRM. Mownt is a capital-raise compliance OS: it gates who can commit, enforces the 506(b) 30-day clock and the non-accredited cap server-side, and attaches an append-only compliance record to every commit. Choose Cashflow Portal for a lightweight page; choose Mownt to keep the whole raise defensible.
Eleven dimensions worth comparing.
Every claim in the Cashflow Portal column describes the platform’s public posture, what they sell, who they sell to, and where they invest their roadmap. Read it flat: where Cashflow Portal’s shape fits your operation better, choose them.
| Feature | Mownt | Cashflow Portal |
|---|---|---|
| Compliance enforcement | Server-side 506(b) 30-day gate, 506(c) workflow, append-only audit log | Soft-commit landing page; compliance workflow lives in your CRM |
| Audit trail | Append-only, hash-chained compliance ledger, exportable for your counsel or the SEC | Soft-commit records live in your CRM; no enforced audit ledger |
Platform-level lock prevents 506(b) and 506(c) solicitation that would taint an exemption | Managed in your own process | |
| Reaching new investors | Run your own Meta and LinkedIn campaigns as advertiser of record (506(c)); compliant email nurture for 506(b) | Bring your own traffic; no built-in ad tooling |
| Pipeline + CRM | Built-in investor pipeline with stage tracking and CSV/GHL import | Designed to integrate with your existing CRM (HubSpot, GHL) |
| Pricing posture | Public tier breakdown · pricing on request · 12-month price-lock | Public monthly pricing tiers · per-investor pricing on Pro |
Custom subdomain on Starter; custom domain on Pro | Custom branding on paid plans; custom domain on higher tiers | |
| Document vault + investor portal | Full investor portal with document vault, KYC uploads, and per-deal access control | Deal-room style document hosting on higher-tier plans |
| Underwriting | Built-in underwriting builder with sanity-check rails on exit-cap, renovation-ROI, operations assumptions | External; bring your own underwriting model |
| Target customer | Solo and small-team capital raisers running compliant 506(b)/506(c) deals | Syndicators running individual raises who already own a CRM |
| SOC 2 posture | SOC 2 Type II in progress | Not publicly published |
When narrow scope beats end-to-end.
Cashflow Portal is genuinely the better choice for a specific shape of operator: a syndicator who already owns a working CRM, runs one or two raises at a time, and just needs a focused, lightweight deal-landing page to collect soft commits. The product does that one job well, clean page builder, integration hooks back into your CRM, no operating-system overhead. If you don’t need pipeline management, document vault, underwriting, or built-in compliance enforcement, because those already live in your existing stack, the lighter-weight choice is the better choice.
When compliance has to be enforced, not just documented.
Mownt is the compliance-first operating system for solo and small-team capital raisers running 506(b) and 506(c) deals. Server-side gating prevents the violations that documented compliance can only catch after the fact: it gates who can commit, the 30-day relationship clock is enforced at the platform layer, the non-accredited cap is counted automatically, concurrent 506(b)/506(c) solicitation is locked, and every event lands in an append-only, hash-chained ledger. Pipeline, deal pages, document vault, and underwriting ship in the same product, not as a constellation of integrations to maintain.
Built by an active CRE GP who runs his own raises on the platform first, every release ships on a real deal before any customer sees it. No add-on surprises: setup, import, export, and email support ship on every tier. 12-month price-lock on whatever rate you sign at.
Read more about how Mownt is built·See compliance in action·See pricing
Which platform matches your operation?
- You already own a CRM (HubSpot, GHL, Pipedrive) that holds your investor data
- You run one raise at a time and don't need an end-to-end pipeline tool
- You want a lightweight, focused deal landing page without an operating system
- Your investor base is small and your compliance workflow is fully manual
- You want server-side compliance enforcement, 506(b) gate, 506(c) workflow, audit log
- You want pipeline, deal pages, document vault, and underwriting in one platform
- You want price-locked pricing for 12 months, no surprise re-pricing mid-raise
- You want a platform built by an active CRE GP who runs raises on it himself
Apply for early access, we’ll send the tier breakdown.
Tell us a bit about your raise. We’ll send the tier that fits and the rate at the same time, no sales cycle.