Free for accredited investors · no credit card

Stop reacting to pitches. Start with your plan.

Free for accredited investors. Build a plan for income, tax savings, or diversification — then find the deals that actually fit.

Instant access. No waitlist. No credit card. 60 seconds to your first deal.

1,000+ accredited investors already investing with a plan.
  1. 01 Build your plan
  2. 02 Filter through deals
  3. 03 Vet each one with diligence
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The 3 core problems

Income, taxes, or diversification — you hit the same three walls.

Private deals are where real cash flow, depreciation, and hard-asset exposure live. But the market is opaque, and most LPs get stuck at one of these three. Usually all three.

01

You're investing without a plan

Whether you want $100K/year in income, a tax bill cut by bonus depreciation, or to get out of public markets — there is no map from today to that outcome.

02

You don't see deals that fit your goal

A value-add syndication hits different from a debt fund. Depreciation hits different from cash-on-cash. Most platforms hand you the same generic list no matter what you are here for.

03

You can't tell good from bad

Operator track record, fund structure, tax treatment, fees — there is no simple process for checking all four before you wire.

That is what this platform fixes. Here is how →

How it works

One system — your plan, your deal flow, your diligence.

Plan first. Find what matches. Then vet it with the same toolkit institutional allocators use.

01 Plan

Start with the outcome

Most investors look at deals before they know what they want. That is how you end up in a deal that does not actually move your life forward. Here, you build the plan first — so the deals that come after are filtered through what you actually need.

Your plan
What are you building toward?
Monthly cash flow
Replace a portion of W-2 income
Tax depreciation
Offset active income
Diversify out of equities
Private markets, real assets
02 Find

Matched, not curated

Once your buy box is set, you stop scrolling through the flavor of the month. The deals that surface are the ones that fit what you are actually trying to do.

● Live Horizon Multifamily Fund II
Buy box match 92%
Austin, TX · 180 units · Firm: Horizon Capital
Target IRR
15–17%
Cash-on-cash
7.8%
Hold
5 yr
Min check
$50K
03 Diligence

Vet it with the room

Private deals are opaque. That does not mean you vet them in the dark. You get the same toolkit a family-office analyst would run — plus the people who already did the work.

LPs already in this deal
JK
J. K. · Austin, TX
Invested $125K · 3 weeks ago
Request intro
MR
M. R. · Seattle, WA
Invested $250K · 2 weeks ago
Request intro
DL
D. L. · Miami, FL
Invested $75K · 1 week ago
Request intro
Why this is different

We don't pick your deals. We hand you the tools.

Every other platform sells you the same line: "Trust us. We vetted these." When a bad deal slips through — and it always does — you're holding the bag.

So we flipped it. Every SEC-registered deal lists. You get the pro stack to vet them: EDGAR filings, Form D cross-references, operator background checks, and intros to LPs already in the deal.

You don't need a doorman. You need a toolkit.

Curated platforms

They pick the deals. You trust the gatekeeper.

  • "We vetted these" is a promise you cannot verify from the outside.
  • When a bad deal slips through — and it does — you find out after the wire.
  • You never build the muscle to vet deals yourself.
Grow Your Cashflow

Any SEC-registered deal is listed. The tools do the vetting.

  • SEC EDGAR, Form D, and operator background checks on every live deal.
  • Request intros to LPs already invested — real peer diligence.
  • No LP subscriptions. No access fees. No paywalls.
Proof

Watch the walkthrough. Then hear from real investors.

No copywritten quotes. The walkthrough is me explaining the system. The testimonials are investors on camera, using their real names.

The system walkthrough
Pascal explains the plan, the diligence flow, and where guided help fits.
~6 min · Watch before you submit the form if you want the why first.
Clear roadmap, less noise
Philip K.
Account Executive
Better questions, more confidence
Kathleen M.
Customer Success Executive
The reps that made it click
Ian J.
Healthcare Professional
By the numbers

Real investors. Real deals. Real activity.

Not a waitlist. Not a pitch deck. The platform already powers the plans, saves, and diligence notes of a working investor network.

71+
Accredited investors
Building plans, reviewing deals, and comparing notes.
100+
Live deals tracked
Updated continuously. Filter by strategy, geography, and firm.
475+
Fund managers
Vetted, tracked, and compared against their peers.
Next deal review drops Friday. New live deals and diligence notes added every week.
Choose your next step

Start free. Everything you need is included.

The platform is free — no paywall, no trial, no credit card. If you want hands-on coaching, Cashflow Academy is optional.

Free account

Find deals. Review managers. Build your plan.

+ Build your investor profile
+ Set an income goal and your deal rules
+ Browse live deals and fund managers
+ Save deals and organize what you want to review
Cashflow Academy

Want hands-on guidance before you wire money?

+ Weekly office hours with Pascal — ask anything
+ Get a second set of eyes before you wire money
+ Pressure-test your deals, your plan, and your next move
+ Group coaching with other accredited investors
$5K/year. Start with the free platform first — upgrade only if you want help executing your plan.
FAQ

Questions people ask before they start.

I've never done a private deal before. Is this for me?

Yes — most people on the platform started exactly where you are. The whole point is to give you a process so you can evaluate deals with confidence, not guess. You do not need prior experience.

What is free and what is paid?

Everything on the platform is free for LPs — build your plan, browse deals, review managers, run your own diligence. If you want hands-on guidance from a real person, Cashflow Academy is an optional coaching program.

How does the platform make money?

A small platform fee baked into the share class when you invest through us, plus carry negotiated deal-by-deal with the firm. No access fees, no membership, no subscriptions — LPs never get billed directly. The platform earns alongside you, not in front of you.

I already have a financial advisor. Why would I need this?

Most financial advisors do not cover private credit, real estate syndications, or alternative yield. This is not a replacement — it is an additional layer for deal types your advisor likely cannot source.

What makes this different from CrowdStreet or Fundrise?

Those platforms curate deals for you. This one helps you build your own plan, define what fits your situation, and run your own diligence. You make the decision — with better information.

What if I run a fund or deal?

If you run a fund or deal, use the operator page. That side is built for managers, not investors.

Is this giving me personal advice?

No. The platform helps you learn, compare deals, and stay organized. It is not personal investment advice.

Start now

Stop reacting to pitches. Start with your plan.

Build your investment plan, find deals that fit, and run your own diligence — all free, no credit card required.