Overview
What is Zapflow?
Zapflow is a platform designed to streamline deal flow, fundraising, portfolio management, customer relationship management (CRM), know your customer (KYC) processes, and limited partner (LP) reporting for investment professionals in the alternative investment industry. According to the vendor, Zapflow...
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Product Details
- About
- Tech Details
What is Zapflow?
Zapflow is a platform designed to streamline deal flow, fundraising, portfolio management, customer relationship management (CRM), know your customer (KYC) processes, and limited partner (LP) reporting for investment professionals in the alternative investment industry. According to the vendor, Zapflow caters to a wide range of professions and industries, including venture capitalists, private equity firms, fund managers, funds-of-funds, corporate development teams, real estate investors, and family offices.
Key Features
Deal Flow Management: Zapflow offers email integration, data enrichment from public sources, guest user collaboration, a web form for capturing investment opportunities, and efficient deal tracking across multiple asset classes.
Fundraising: According to the vendor, Zapflow automates the KYC process, streamlines document collection and form filling, ensures data security, and aims to enhance investor relations by minimizing administrative tasks.
Portfolio Management: Zapflow enables portfolio tracking, market research through Zapflow Explorer, streamlined portfolio reporting, and tracking of both direct and indirect investments.
CRM: Zapflow integrates with users' email exchange, allows for contact management, offers customizable data segmentation, and provides user management functionalities.
KYC: According to the vendor, Zapflow automates the KYC process, streamlines document collection and form filling, ensures data security, and aims to enhance investor relations by minimizing administrative tasks.
LP Reporting: Zapflow provides a platform for efficient LP reporting, follows Invest Europe's guidelines, ensures secure and private report distribution, and supports extensive requirements across multiple teams, funds, locations, and asset classes.
Asset class versatility: According to the vendor, Zapflow allows users to seamlessly list and manage various asset classes, providing flexibility and adaptability to market changes.
Customizable reports & dashboards: Zapflow offers the ability to tailor reports and dashboards to specific requirements, enabling users to present information in a clear and concise manner.
All-inclusive platform: Zapflow covers all investment processes, including deal flow management, fundraising, portfolio management, CRM, KYC processes, and LP reporting, within a single platform.
Collaborate with confidence: Zapflow allows users to customize access levels, define roles and permissions, and aims to promote effective teamwork while ensuring data security.
Zapflow Features
- Supported: Benchmarking
- Supported: Client Management
- Supported: Fund Management
- Supported: Performance Metrics
Zapflow Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Android, iPhone, iPad |