Name: Zapflow
Author: Zapflow

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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Priority Matrix

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Document Locator

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Frosmo

Frosmo Ltd

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Aras Corporation

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.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

Zapflow

Investment Portfolio Management

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Investment Portfolio Management Software

Zapflow

Overview

What is Zapflow?