Zapflow Overview

Zapflow is an advanced investment management software designed to streamline the investment process for firms and professionals. This platform offers a comprehensive suite of tools for managing deal flow, conducting due diligence, and tracking portfolio performance. With its intuitive interface, users can easily organize and analyze investment opportunities, facilitating informed decision-making. Zapflow supports collaboration among team members, enabling seamless communication and document sharing throughout the investment lifecycle. The software also provides robust reporting capabilities, helping firms assess performance metrics and track key performance indicators. By leveraging Zapflow, investment managers can enhance efficiency, reduce administrative burdens, and focus on delivering value to their clients. Whether for private equity, venture capital, or real estate investments, Zapflow empowers organizations to navigate the complexities of investment management with ease and precision.

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Zapflow Screenshot & Video

Contact Details

  • Vendor Name Zapflow
  • Founded 2015
  • Location Finland

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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Zapflow Features

  • Arrow Icon Referral Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Contact Database
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Management
  • Arrow Icon Campaign Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Client Management
  • Arrow Icon Email Marketing
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Lead Nurturing
  • Arrow Icon Interaction Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Appointment Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Distribution
  • Arrow Icon Client/Property Matching
  • Arrow Icon Task Management
  • Arrow Icon Segmentation
  • Arrow Icon Lead Capture
  • Arrow Icon Email Tracking
  • Arrow Icon For Real Estate
  • Arrow Icon Property Database
  • Arrow Icon Omnichannel Communications
  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Zapflow Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Front office edition

$199 Per User

Zapflow FAQs

Zapflow is an advanced investment management software designed to streamline the investment process for firms and professionals. This platform offers a comprehensive suite of tools for managing deal flow, conducting due diligence, and tracking portfolio performance. With its intuitive interface, users can easily organize and analyze investment opportunities, facilitating informed decision-making. Zapflow supports collaboration among team members, enabling seamless communication and document sharing throughout the investment lifecycle. The software also provides robust reporting capabilities, helping firms assess performance metrics and track key performance indicators. By leveraging Zapflow, investment managers can enhance efficiency, reduce administrative burdens, and focus on delivering value to their clients. Whether for private equity, venture capital, or real estate investments, Zapflow empowers organizations to navigate the complexities of investment management with ease and precision.

  • No, Zapflow does not offer a free version.

  • Yes, Zapflow offers a free trial.

  • No, Credit Card details are not required for the Zapflow trial.

  • Zapflow offers the following pricing plans & packages:

    Front office edition

    $199 Per User

  • Zapflow supports the following payment frequencies:

    • Monthly Subscription

  • No, Zapflow does not offer an API.

  • Zapflow offers support with the following options:
    • Email , Chat , Knowledge Base

  • Zapflow offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Zapflow supports the following languages:
    • English

  • Following are the typical users of the Zapflow:
    • Self-Employed , Small-Business , Midsize-Business

  • Zapflow supports the following deployment:
    • Cloud Hosted

  • Zapflow supports the following devices and operating systems:
    • Web-Based