Your All-in-One Software for Seamless Private Equity Management

Manage active, on-hold, and passed deals all within the same pipeline, utilizing configurable stages. Our powerful features, such as an editable grid, filtering options, and customizable views, will significantly enhance your deal flow management and streamline your operations 

Effectively manage active, lost, on hold, and won opportunities all in one place.

Organize contacts, companies, and investor profiles meticulously. Our extensive array of fields allows you to store all desired information and categorize entities for convenient access. Associations across entities ensure seamless data integration and enhanced visibility throughout our application.  

Seamlessly gather qualitative and quantitative data, along with attachments, from your portfolio companies. 

Gain quick insights into each fund’s commitments, opportunities, and holdings, whether they are active or lost.  

Maintain records of notes, calls, meetings, messages, and emails within each entity profile.  

Obtain rapid visibility into your deal flow pipeline’s performance over time.

Collaborate effortlessly with team members by assigning tasks, tracking pending and completed tasks over time, both to other users and yourself. 

Collect third-party information on deals, companies, and/or contacts. Utilize webform tasks to process submissions and efficiently create new profiles with the received information.  

Seamlessly integrate your email inbox for easy archiving of email exchanges within each entity profile. Associate emails across any entity within Zapflow.  

Organize users into different teams with unique permissions and access rights.