private equity front office
Upgrade investor experience, optimize operational efficiency
Key benefits of Zapflow's front office solution:
Zapflow's front office package empowers private equity and venture capital firms to streamline their deal flow and fundraising processes. By consolidating information into a single source of truth, Zapflow reduces clutter and hassle.
Zapflow facilitates seamless interactions among teams, stakeholders, and investors, ensuring everyone stays informed during investment process. Share updates, track progress, and access vital information in real-time to foster transparency.
Access deal and fundraising-related information quickly through an intuitive and user-friendly interface that enables you to stay organized and up-to-date on all your investment activities.
Experience top-level security that keeps your deal flow and fundraising data safe, accessible, and protected — no matter where you are. You can trust that sensitive information remains secure and confidential at every step of your investment process.
Designed for private equity & venture capital professionals
Unlike a typical CRM solution, Zapflow connects multiple workflows into one streamlined platform tailored for sophisticated investing teams. It leverages a unified database that seamlessly shares data across authorized team members, enhancing collaboration and efficiency.
Private equity front office package
Deal flow management
Zapflow’s deal flow management simplifies the process of sourcing and evaluating investment opportunities for private equity and venture capital teams. It consolidates the entire deal lifecycle — from initial screening and due diligence to approvals — into a single, efficient platform. Customizable workflows enhance team collaboration and provide a comprehensive overview of deal activities.
Fundraising
Zapflow’s fundraising management simplifies capital raising for PE & VC teams. Manage the entire fundraising process, from investor targeting to commitment tracking, all in one place. With customizable workflows, it supports seamless communication with investors and ensures comprehensive overview of fundraising activities.
Exit management
Zapflow's front office package is often combined with exit management to help secure the best deals when it's time to sell. It ensures that your team is prepared for successful sale by providing the tools and insight needed to maximize value. Exit management is part of portfolio management solution.
Integrations
Seamlessly connect Zapflow with other tools and data sources to enhance your workflows. Integrate your email, e-signature providers, and reporting or BI tools for a smooth, efficient experience. Our secure and robust interface supports connections with wide range of modern software and data sources. See the full list of compatible tools.
Pricing
Our pricing model is straightforward: one fixed fee per team*. You can easily predict the full cost with no hidden charges. Add as many users as you need, without increasing the price. This pricing structure is designed for scalability, supporting growing businesses by proving greater value as your team expands, while keeping costs stable. Ideal for both small and rapidly growing businesses, this approach lets you focus on achieving operational excellence without surprise expenses. Visit our pricing page to see how this flexible solution can support your organization's needs.
*Team refers to a group of users with the same permissions.
Onboarding & support
Starting with Zapflow's front office package is quick, easy, and can be tailored to your needs. Your team will have a dedicated account manager who oversees every step of the implementation process, ensuring you receive the value you expect. This includes data migration, platform setup, and unlimited training. With 24/7 customer support and an average response time of under 30 minutes, help is always available when you need it. Direct access to your account manager means you can skip the delays of offshored support. A typical implementation takes just 1-2 weeks, requiring only a few hours of your time, ensuring smooth and stress-free transition.
Grow with Zapflow
Zapflow is a unified platform built specifically for PE & VC investment teams. Its modular structure makes it easy to expand workflows or onboard new teams as your business grows. Start small, scale up effortlessly, and rely on easy implementation. The platform’s unified database encourages collaboration and transparency across your organization, while robust privacy and security measures let you confidently invite teams and control access with precision. This flexibility extends to everyone - from analysts and partners to auditors and LPs - ensuring the right people have access when needed, while maintaining security at every level.