Making Investing Simple
As a “Next Generation Investor“, you should have quick access to your portfolio at all times. We have partnered with Cash Flow Portal to create a custom, monitored platform that makes it easy to invest & track on your investments and give you control to manage your returns.
- Access all offerings in one place
- Easy to follow investment flow
- Review your investments
- Track and take charge of your distributions
- Your K1 and investment documents at your fingertips
At Kubera Capital, we take privacy and security of data seriously. We have partnered with Cashflow Portal after a thorough review of their security practices and audited for compliance by a market leading firm.
- Portal is AICPA/SOC compliant and certified.
- Audited by the third party, Prescient Assurance based out of NY, founded by Fabrice Mouret, an MBA graduate from Cornell University.
- SOC II compliant system with all data and personal information transmitted and stored securely in encrypted format.
