The Leading Relationship Platform For Investing Teams
Streamline all your processes from dealflow management to LP reporting in our all-inclusive platform equipped to make your life easier.
Designed for Private Equity, Venture Capital, Family Offices, and Corporate VCs
![gsk-white-logo](https://www.zapflow.com/hs-fs/hubfs/gsk-white-logo.png?width=812&height=247&name=gsk-white-logo.png)
![alj-logo-white-simplified](https://www.zapflow.com/hs-fs/hubfs/alj-logo-white-simplified.png?width=272&height=122&name=alj-logo-white-simplified.png)
![mitsubishi-chemical-whitepng](https://www.zapflow.com/hs-fs/hubfs/mitsubishi-chemical-whitepng.png?width=862&height=221&name=mitsubishi-chemical-whitepng.png)
![hilti-white-logo](https://www.zapflow.com/hs-fs/hubfs/hilti-white-logo.png?width=2013&height=481&name=hilti-white-logo.png)
Our Platform
Zapflow offers investing teams an all-inclusive and easily configurable platform that adapts to the specific and ever-changing needs of each team. Maximize your efficiency by consolidating all information into a single, trustworthy source, enabling you to dedicate more time to nurturing valuable relationships.
![Deal flow management](https://www.zapflow.com/hs-fs/hubfs/efficient_process_normal_size_2x.webp?width=2000&name=efficient_process_normal_size_2x.webp)
Deal flow management
Effortlessly collaborate with colleagues and partners while enjoying a seamless experience evaluating deals and making informed decisions with accurate information.
- Easily customize your deals pipeline
- Assign tasks to team members and track advances
- Sync email inbox and send/receive deal status updates
- Create webforms and collect new opportunities information
![Fundrising](https://www.zapflow.com/hs-fs/hubfs/fundrising_content_img_2x.webp?width=1732&height=1204&name=fundrising_content_img_2x.webp)
Fundraising
Relieve complexities of data management and grant investor relations and fundraising professionals access to a centralized information source, facilitating efficient opportunity oversight and handling.
- Simple view of opportunities by stage, status, & commitments
- Filter and create custom views to categorize opportunities
- Customize pipeline to collect, view, & show data efficiently
- Connect opportunities to a fund & create comprehensive view
![Portfolio management](https://www.zapflow.com/hs-fs/hubfs/portfolio_managment_content_img_2x.webp?width=1642&height=1036&name=portfolio_managment_content_img_2x.webp)
Portfolio management
Track performance of your portfolio holding companies by regularly requesting and gathering qualitative and quantitative metrics within a well-structured and organized report.
- Collect and store current data on active and exited holdings
- Access historical performance metrics
- Request companies to submit KPI metrics regularly
- Structured view presenting all holdings owned by fund
![CRM](https://www.zapflow.com/hs-fs/hubfs/crm_content_img_2x.webp?width=1494&height=1168&name=crm_content_img_2x.webp)
CRM
Maintain a comprehensive directory of contacts and companies, fostering the cultivation and sustenance of enduring, high-quality relationships.
- Use tags to categorize contacts and companies into groups
- Tailor the collection & formatting of data to suit your needs
- Integrate to Clearbit to collect additional public information
- Link contacts to companies & centralize all communication
![lp_report_img_3x](https://www.zapflow.com/hs-fs/hubfs/lp_report_img_3x.webp?width=2000&name=lp_report_img_3x.webp)
LP Reporting
Our LP portal is a comprehensive GP & LP Relationship Management tool designed to drive efficient fund reporting and maximize long-term value for your growing funds.
- Maintain clear communication and updates about fund
- Enhance LP relationships and experience with your fund
- Centralized documentation
- Extranet for investors
![Compliance: KYC/AML](https://www.zapflow.com/hs-fs/hubfs/kyc_content_img_2x.webp?width=1974&height=1138&name=kyc_content_img_2x.webp)
Compliance: KYC/AML
Ensure your company's adherence to local regulations. Our KYC module optimizes the compliance process, eliminating inefficiencies in communication, and monitoring the expiration and renewal of documentation.
- Collect & store historical documentation securely
- Classify KYC categories & automate future renewal deadline
- Send reminders & maintain all communication in one place
Our metrics
We are proud of the impact our platform has had on the investment
industry. Here are some of our key metrics:
+1.500
Over 1,000 investment professionals
use our platform
+$ 50 billion
Our platform has helped our
customers close in deals
+200 hours
Our customers have seen
a significant decrease
in time spent on tasks
Our metrics
We are proud of the impact our platform has had on the investment
industry. Here are some of our key metrics:
+1.500
Over 1,000 investment professionals
use our platform
+$ 50 billion
Our platform has helped our
customers close in deals
+200 hours
Our customers have seen
a significant decrease
in time spent on tasks
Security is our priority
Security is one of the most important criteria for selecting a deal flow tool. Due to the sensitive nature of the information stored on our platform, your security is of paramount importance. Thanks to our comprehensive security features, we are currently trusted by several big banks, sovereign funds and Fortune 500 companies.
Discover how Zapflow empowers investors worldwide to enhance efficiency at every stage of growth.
We are proud of the advancements we have made and remain committed to leveraging LP Portal's capabilities to drive continued success.
Jarkko Pelli
Capman
![Jarkko Pelli](https://www.zapflow.com/hs-fs/hubfs/zapflow-branded-compressed-assets/yarko-capman-min.png?width=269&height=284&name=yarko-capman-min.png)
Zapflow is one of the key tools we use in our day-to-day work. It enables us to do everything from deal flow tracking to portfolio reporting.
Cyril Vancura
imec.xpand
![Cyril Vancura](https://www.zapflow.com/hs-fs/hubfs/zapflow-branded-compressed-assets/Cyril%20Vancura-min.png?width=682&height=713&name=Cyril%20Vancura-min.png)
We so felt the pain! Managing the deal flow in Excel was a nightmare and we are happy that all our deals are now in Zapflow.
William Cardwell
Courage Ventures
![William Cardwell](https://www.zapflow.com/hs-fs/hubfs/zapflow-branded-compressed-assets/Will-transparent-min.png?width=298&height=284&name=Will-transparent-min.png)