AI for Capital Raisers

Most capital raisers already use Claude or ChatGPT every day. They draft investor emails with it, prep calls with it, think through a raise with it. The problem: the AI can’t see the data those questions are about. Ask it who your top investors are and it will guess.

Cash Flow Portal’s new MCP server closes that gap. Connect it once and the AI you already use answers from your live portal data.

What the MCP Server Does

MCP is a connector that gives Claude or ChatGPT read access to your Cash Flow Portal account. You ask a question in plain English and the answer comes from your actual data — contacts, deals, commitments, distributions, email metrics, tasks, meetings, and pipeline — not from a model’s general knowledge.

What You Can Ask

Your investors.

• “Show me my VIP investors in Texas who’ve invested more than $250k.”
• “Who are my top 20 investors by total dollars invested?”
• “Did Jane Doe’s IRA investment fund yet, and when did she sign the documents?”

Your raise.

• “Who invested in Fund II, and how much has it raised versus actually funded so far?”
• “How much is sitting in my due-diligence stage right now, and who’s in negotiation?”

Your marketing.

• “What were the open and click rates on my last five email blasts?”
• “Who actually clicked the link in my Q2 investor update email?”
• “Which drip campaigns are active, and how many contacts are in my welcome automation?”

Your week.

• “What tasks are overdue this week, and what’s still open for Jane?”
• “Show my upcoming meetings and any past meeting where we discussed the fund with John Smith.”
• “List contacts who signed up to the portal but haven’t invested yet and I haven’t contacted in six months.”

Each of those used to be a saved report or ten minutes of clicking through tabs. Now it’s a sentence.

Know Who to Call Next

MCP handles the filter questions you’d normally build a report for. Ask for investors who viewed your offering but went quiet, contacts you haven’t touched in 90 days, or past investors who skipped the current raise. The answer comes back as a list you can work through the same day.

Call Prep in One Question

You have a call with an investor in twenty minutes. The old workflow: open the portal, find the profile, check deal history, check distributions, scroll through email threads, check open tasks, write your own notes. Fifteen minutes if nothing interrupts you.

The new workflow is one question: “Give me talking points for my call with Harborview Capital in 20 minutes.” Investment history, committed capital, distribution status, recent emails, and open follow-ups come back as talking points.

Ask for a Deliverable

An answer in chat is only the start. Ask for a one-pager on an investor, a distribution summary, or a brief for your next meeting, and the AI formats your live portal data into something you can send. Prep that used to need a working session takes a few minutes.

One System, a Question Away

Because the CRM and investor portal are one system, the connector answers across all of it: form fills and email engagement on one end, commitments, distributions, tasks, and meetings on the other. Connecting takes a few minutes — see CFP MCP on your own data to get started.

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