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Private equity CRM
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Zapflow's venture capital CRM features

Purpose-built

CRM for private equity & venture capital

Basic CRMs often fall short for private equity and venture capital needs, as they are typically designed for sales processes. Zapflow's CRM is tailored to the complexities of PE and VC investing. It minimizes manual work, accelerates fundraising efforts, and fosters better collaboration. It offers a single source of truth for investments and operations, Zapflow integrates enriched CRM data with a dedicated LP Portal, enabling flexible reporting and strengthening investor relations.

Effortless 

Deal & task management in one place

Zapflow's venture capital CRM system offers an intuitive interface and powerful task management capabilities. Manage all your investment opportunities and contact databases in one platform. Efficiently assign and track tasks, ensuring smooth collaboration with your team. Our optimized workflow allows you to concentrate on what truly matters: securing and growing successful PE & VC investments.

Customizable

CRM reporting & tracking

Gain clear visibility into your deal pipeline with Zapflow's customizable CRM reporting and tracking features. Tailor reports and dashboards according to your unique requirements and improve situational awareness for your entire team. Our CRM platform offers effective performance monitoring and automates repetitive chores, giving you more time to focus on strategic investment management in private equity and venture capital.

Unwavering

Security & data integrity

At Zapflow, your data security is our highest priority. We employ industry-leading security measures and continuously conduct internal and external audits to uphold the highest standards. Unlike some providers that only claim compliance with industry standards like ISO27001, Zapflow is audited and certified by an independent auditor. 

 

Easy CRM software tailored for PE & VC investment management and collaboration

crm task management collaboration section

CRM task management & collaboration

  • Create and manage detailed profiles for investors, portfolio companies, and stakeholders, linking them to relevant deals and investment opportunities for easy access.
  • Assign tasks, track progress, and collaborate seamlessly with your team using Zapflow's real-time activity history timeline.
  • Securely store important documents of all types and sizes, ensuring easy access for authorized users.
CRM that supports your deal flow management

Better insight with CRM data enrichment

  • Customize Zapflow to meet your needs. Create custom fields and personalize data views for optimal organization and efficient management of private equity and venture capital information.
  • Leverage sell-side data enrichment. Request the sell-side to fill in data on your behalf, because it's more accurate and relevant than data from third-party sources like Clearbit, Pitchbook, or Preqin.
  • Integrate with external databases. Automatically synchronize data from your preferred sources to gain valuable insight for informed investment decisions.
  • Update information effortlessly. Simultaneously update multiple profiles to save time and maintain data accuracy.

Go beyond CRM  

All-in-one investment power system

Traditional CRM software systems can be like skyscrapers without elevators - functional for a certain limit. Zapflow's flexible CRM tool combines your entire alternative investment workflow, from fundraising to deal flow and beyond. Select the modules you need to build your perfect investment ecosystem.

 

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  • Streamlined workflows, no need to switch between platforms.
  • Automate tasks, centralize data, and gain insight.
  • Foster teamwork across departments.
  • Make informed decisions with centralized, reliable data.
  • Reduce errors by eliminating the risk of duplicate data entry.
  • Increase productivity.
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CRM for fundraising & deal flow management

  • Sync your inbox into Zapflow and automatically populate contact profiles with relevant information using BCC forwarding for easy data capture.
  • Expand your network and gather accurate data from multiple sources within a single platform to relationship insights and identify promising investment opportunities.
  • Empower private equity (PE) and venture capital (VC) teams to manage all aspects of fundraising, deal flow, portfolio and relationship management with ease.
secure scalable

Secure & scalable

  • Our industry-leading security protocols, including GDPR and ISO 27001 compliance, ensure your data is always protected. Granular access controls help you manage user permissions with precision.
  • Zapflow is built to scale with your firm. Manage complex investment workflows with confidence, knowing your data is secure and your team's collaboration efficient.
  • Get started quickly with smooth onboarding and user-friendly features.

FAQs

Best CRM for private equity?

While traditional customer relationship management (CRM) tools can be valuable, private equity and venture capital firms often outgrow regular CRMs. It usually takes 1-2 years for the problems to surface and 3-4 year to become a major pain. While you might be tempted to adapt, extend or hack a basic CRM to better suit your unique needs of your investing team, traditional CRMs often prove insufficient. Instead, consider Zapflow, a CRM specifically built for private equity investors. It supports your team with features for LP communication, compliance, and portfolio monitoring, evolving alongside your business needs.

Best CRM for real estate investors?

Zapflow is a good option for real estate investors looking for CRM to cater their work pipeline. Here are some of the features that Zapflow and best CRM for real estate investors offer:

  • Effectively capture and manage leads, centralize deal information, and ensure you stay on top of deadlines.
  • Record and track communication with potential investors, partners, and other stake holders.
  • Automate tasks, centralize data, and potentially integrate with other tools to reduce manual work and improve overall workflow.
Is my data secure in Zapflow's CRM?
Yes, your data is safe and secure in Zapflow's cloud-based CRM solution. We implement industry-leading security measures to encrypt and control accesses to protect your information. Your data is stored in secure data centers within the EU, but for additional fee, we can offer data residency compliant with specific country regulations.

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