Powerful features & effortless integrations

Don’t rely on third-party databases for critical information. Instead, utilize web forms and official registries to access accurate data, including PEP information.

Save time and effort with bulk editing that allows you to edit multiple records simultaneously. Make bulk changes to fields like status, tags, or custom fields, and use filters to target specific records. This feature improves data accuracy, ensuring consistent and up-to-date information across platform.

Maintain consistency and control with customizable checklists that guide each process step-by-step. Track progress, assign tasks, and confirm completion to keep every workflow aligned with your operational plan. From front to back office, checklists provide a reliable framework for smooth and accurate process execution.

Empower your team with a fully customizable user interface tailored to individual preferences. Configure dashboard layouts, prioritize key data, and simplify navigation to suit specific workflows and roles.  Boost productivity by allowing each user to create their own interface that matches their unique workflow and operational requirements across front, middle, and back-office functions.

Tailor the platform to your unique needs with customizable fields that allow teams to capture and track data specific to their workflows. Configure fields to match your operational requirements for personalized insights and a customized experience for each team and fund.

Choose where your data is stored to comply with regional regulations and security standards. Select from multiple data centers worldwide to ensure data sovereignty and reduce latency.

Strengthen accountability and compliance with decision logging, tracking, and management. This feature enables teams to document key decisions, track outcomes, and ensure alignment with regulatory requirements, fostering a transparent and compliant decision-making process across all workflows.

Maintain a clean, accurate database with intelligent duplicate detection and removal. This feature automatically identifies and merges duplicate records, ensuring data integrity and reducing redundancy across teams and workflows, so your insights stay precise and reliable.

Monitor and track fees paid to external service providers, including legal counsel, investment bankers, and consultants. Maintain a complete record of incurred fees to ensure transparency and accountability.

Choose from multi-tenancy, dedicated cloud, hybrid cloud, or on-premise solutions to fit your specific needs. Whether you prioritize cost-efficiency, security, performance, or control, we offer the flexibility to tailor your deployment to your unique requirements.

Strengthen data security with precise, context-sensitive access control across teams and individual users. Our platform provides granular permissions with customizable read, write, and hidden access settings, adaptable by user role and team membership. This setup offers tailored data visibility, ensuring each team member has access to the right information.

Gain transparency in complex investment structures by tracking and analyzing indirect holdings. This enables a better understanding of the underlying assets and associated risks.

Ensure confidentiality and compliance with strict information barriers. Collaborate securely within teams and projects, preventing unauthorized access to sensitive information. Implement robust controls to maintain Chinese walls and protect confidential data.

Effortlessly create professional memorandums and one-pagers in PDF format to streamline communication with external stakeholders. Our platform simplifies document generation, enabling teams to compile, format, and share key insights, fund updates, and performance highlights, ensuring clear and impactful stakeholder engagement.

Increase security with multiple multifactor authentication methods. Zapflow supports popular options, including SMS, email verification, and authentication apps like Google Authenticator and Microsoft Authenticator. We also provide support for hardware tokens, such as YubiKey and RSA SecurID.

Enhance collaboration and control with team-based grouping that allows customized workflows, permissions, and roles across teams. Ideal for asset managers handling multiple funds, teams, or LPs. This feature ensures each team has access to the tools and permissions they need, streamlining efficiency and alignment within complex organizational structures

Minimize the hassle of managing multiple passwords. SSO enhances user convenience, boosts productivity, and strengthens security. With simplified access, your team can spend less time logging in and more time focused on what truly matters. Additionally, IT teams benefit from easier user management and fewer password-related support requests.

Zapflow filters out irrelevant emails, showing only those that matter. Contact creation and enrichment are applied exclusively to relevant contacts.

Manage investments across diverse asset classes, including real estate, private equity, and other funds. Track performance, risk, and exposure to gain a comprehensive view of your portfolio.

A powerful tool for collecting structured information from your stakeholders. Ideal for portfolio monitoring, such as quarterly and ESG reports, or for gathering data during due diligence.

Create dashboards that are fully customizable to meet your unique needs. Tailor data views, add key metrics, and organize widgets to design dashboards that align with specific roles, workflows, and fund performance requirements. Keep your team focused on what matters most with a personalized, data-driven overview at a glance.

Efficiently manage and track tasks across teams and projects. Assign tasks, set deadlines, and monitor progress in real time. Collaborate seamlessly with team members, share comments, and provide feedback to ensure timely completion.

Unlock insights instantly with a powerful search feature that scans your entire database, including uploaded documents and email attachments. Quickly locate information across all data sources, allowing teams to access relevant insights and make informed decisions with ease.

Track and analyze value creation activities at the asset level. Monitor key performance indicators (KPIs) such as revenue growth, cost reduction, and operational efficiency. Evaluate the impact of strategic initiatives, capital expenditures, and operational improvements on asset performance.

A tool for TargetCos and ACMEs of the world to input data into your systems, freeing your analysts from data entry and enabling them to focus on more valuable tasks. This provides easily more accurate data for initial screening than any other source.