Zapflow

Overview

More than a CRM for investor portfolio management, Zapflow is cloud-based productivity tool designed for professional investors and VC's to finally ditch locally stored Excel sheets to move towards seamless deal flow, deal portfolio management. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.

Investors can either request for further information to be filled in by potential investment targets directly into the cloud database, or use third-party data scraping and integration to synchronize the information needed, ensuring shared access to the same data for all investment professionals involved. The whole investment team stays easily updated with the deals' status from anywhere with network. Team members can also quickly assign different cases, share cases, or create summary reports to be sent once or periodically to fellow team members or the fund's limited partners.

Zapflow keeps track of incoming deals for faster processing and supports decision making with a shared dashboard. All the numbers about investment dealflow are consolidated into simple metrics, like how many incoming cases there are, who the leading deal closers are, or what industries or sectors the cases are in. All investment cases' data are searchable, displayed on an activity feed, making the process that much robust, quickening the deal process to let every team member focus on the important work: actual deal sourcing and closing.

Key Features

  • portfolio management
  • cloud storage
  • data export & import
  • indexed search
  • dealflow dashboard
  • third-party integration
  • summary reports & alerts
  • data visualizations

Specifications

Pricing

Starting from:
For teams with more experience in the industry, the price is $75/user/month
Pricing model:
Free Trial:
Available for 14 days

Screenshots

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