Zapflow
Secure, AI-ready operational backbone for alternative investment teams·zapflow.com
Zapflow is an all-in-one software platform for investment professionals working in venture capital, private equity, and alternative investments. It manages deal flow, fundraising, investor relations, portfolio management, and compliance (KYC/AML) in one platform. It is built for private equity, venture capital, real estate, family offices, corporate development, and fund of funds teams, and includes a CRM module tailored to deal flow and investor relationship management.
What it's for
Features 28
- Automatic data enrichment from web forms and official registries (incl. PEP information)
- Bulk editing of multiple records
- Configurable user interface / dashboard layouts
- Customizable checklists for process workflows
- Customizable fields per team/fund
- Data residency options across multiple data centers
- Decision tracker / decision logging
- Duplicate detection and merging
- Email integration for tracking communications
- Fee tracking for external service providers
- Flexible deployment options (multi-tenancy, dedicated cloud, hybrid cloud, on-premise)
- Granular, role-based access permissions
- Indirect holdings tracking
- Insider projects / information barriers (Chinese walls)
- Memorandum and one-pager PDF generation
- Multi-team grouping with customized workflows and permissions
- Multifactor authentication (SMS, email, authenticator apps, hardware tokens)
- REST API for custom integrations
- Sanction list screening (300+ lists)
- Single sign-on (SSO)
- Smart email processing and filtering
- Support for multiple asset classes (real estate, private equity, other funds)
- Surveys for portfolio monitoring, ESG and due diligence data collection
- Tailored/customizable dashboards
- Task management with deadlines and progress tracking
- Universal search across database, documents and email attachments
- Value creation tracker for asset-level KPIs
- Web forms for external data input by target companies
At a glance
Integrations
Complianceself-reported
Pricing
Pricing is modular (Front Office, Investor Relations, Portfolio Management, Compliance) with 'from' starting prices. Two pricing tiers are displayed: one in USD ($1,995/team/mo Front Office, $399/fund/mo Investor Relations, $199/fund/mo Portfolio Management, $1,995/mo Compliance) and another in EUR (€995/team/mo Front Office, €199/fund/mo Investor Relations, €199/fund/mo Portfolio Management, €995/mo Compliance). Compliance pricing is available on request. Implementation/setup fees apply, varying by complexity. Minimum billing period is 12 months; billing surcharges apply (1% bank wire, 3% credit card); VAT may apply.
A separate pricing display later on the same page lists this module at €995/team/mo, conflicting with the stated $1,995/month/team figure.
Unlimited number of users in the team as long as they share similar permissions & access
A separate pricing display later on the same page lists this module at €199/fund/mo, conflicting with the stated $399/month/fund figure.
Unlimited number of investors, unlimited read-only users, custom portal domain
A separate pricing display later on the same page also lists €199/fund/mo, matching this figure.
Unlimited reporting cycles, customizable report templates, dynamic report templates
Elsewhere the page states 'Contact us for a quote!' for this module and also shows €995/month, conflicting with the stated $1,995/month figure.
Unlimited number of investors, 300+ sanction lists tracked
Possible discount for first-time fundraising teams, on request.