Zapflow is a power tool purposely built for professional investors. It helps you keep track of incoming deals, make "go" /" no go" decisions faster, collect valuable information to support decision making, and store everything relevant for future needs.
In addition, Zapflow adds a layer of automation by collecting and harmonizing qualitative and quantitative data regularly from portfolio companies to support portfolio management and LP reporting.
Zapflow is a privately held software company founded by Mikko Pirinen, who ran one of the largest corporate venture teams in the Nordics. Since being founded in 2016, we have rapidly grown and now have customers in over 38 countries around the world.
Learn more on About us page.
Sales CRMs are wonderful tools for sales and marketing teams and can be good for a small part of the investor workflow such as fundraising.
Zapflow was built specifically for investment teams to handle much of the rest of the investment workflow such as deal flow, market research, portfolio company reporting, and stakeholder collaboration.
Learn more about how Zapflow is also a CRM but more than that here.
While Zapflow comes with many powerful features straight out of the box, we understand that different teams have different needs and different ways of working. Zapflow can be customized to fit your existing investment workflow or even used to create an entirely new, more efficient one.
Zapflow has multiple levels of access for our customers.
Zapflow allows you to segment the users by teams. This segmentation gives you the ability to give users access to certain modules, specific investment and fundraising pipelines, as well as configure read-only access on an attribute by attribute level.
In Zapflow, investors can store their data directly into the platform on a per company and per deal basis. This ensures the documents are associated to the correct entities.
One feature our customers love, is that you can simply email the document to your unique Zapflow email address and the document can be automatically associated with a particular deal.
We understand the full sensitivity of our clients’ deal data and actively participate in security measures for maximum protection. Zapflow was built from the ground up with data security as a high priority and implements Information Security Management System, ISO 27001, and is GDPR compliant. Zapflow continuously conducts internal audits and third-party vulnerability assessments to keep all systems protected and up to date.
Since 2016, our uptime has been 99,998%. In our premium plans, we are happy to formalize this also in a separate SLA. Either way, your data is safe with us and – for practical purposes – always available whenever you need it.
Even better - you have the ability to invite LPs to access a deal and company information as a guest user while allowing access to the right definitions.
Zapflow can help also the back-office to get more done with less effort. You can manage your KYC-processes, commitments, and capital calls (coming) in a breeze. Number crunching like IRR, NAV, and cashflow management are not in Zapflow's scope and many of our clients use either excel or a dedicated back-office tool for that part alongside Zapflow.
Yes. You own the data, with Zapflow having no interest in it. Our clients have the option of exporting all their data without reaching out to our team.
Zapflow is perfect for fundraising teams. We have clients that range from first-time fundraising teams to those with over ten-funds; however, the needs remain the same. Reach out to us about our first-time fundraising pricing.
We can configure any number of alternative asset classes to your environments. Out-of-the-box, you get to work with companies, other funds (fund of funds), and real estate. Zapflow is asset class agnostic and we have configured the platform to manage innovations projects, partnerships, and even molecules!
Yes, however, this is on a request basis. Please reach out to our sales team to learn more.
Yes. Zapflow is configurable to meet a wide variety of workflows of an investing team. Often our customers also streamline their workflows by eliminating extra steps and adding automation to keep their data and desktop clutter-free. Our professionals are happy to help you find optimization opportunities with minimum or no distraction to your current way of working.
Zapflow offers an intuitive UX design that allows you to configure your deal flow. We understand that many customers have a broad technology stack and there is no single tool that can handle everything. That’s why Zapflow is built to work seamlessly with other tools and services, being compatible with all major providers including Dropbox, Gmail, Outlook and Outlook 365.
Please see our support center to understand how to configure Zapflow to meet your needs. Support center
Most of our clients outsource this time-consuming task of data migration to us, although you can choose to do it yourself. As a part of our Pro+ & Enterprise package plan, Zapflow offers concierge onboarding and will do the heavy lifting for you, to make sure your data is migrated, and your workflow is set up for you.
Click here to see how to import your data
Click here to see our package plans for investing teams who want to optimize their efficiency.
Zapflow is a great tool, but it’s only truly useful when your team understands how to use it and the value it can deliver.
As part of the Zapflow onboarding, you’ll have access to our training library as well as live training from one of our customer success managers.
This ensures your team is ready to go when handling your new and improved workflow.
This is dependent on your current data structure; however, based on our experience, this can take as little as a couple of days to two-weeks for more comprehensive data.
To ensure a smooth transition to Zapflow, our professional customer success managers do the account configuration, data cleanup, data mapping, data migration, multiple training sessions to different team members and guide you through the whole transition. We charge a modest setup fee based on the amount and the complexity of data you have.
We have subscription plans suitable for all team sizes and needs - Starter, Pro, Pro+, and enterprise. For a team that is just starting out, then the Starter plan is the right option for them. As the team grows and the various issues that need to be tracked and managed grows, we can easily move you to the next tier of subscription plan.
It depends on two factors:
We accept credit card payments as well as bank wire transfer.
Trying out the product is the best explanation for its feature. Claim your free demo now!
Reach out anytime if you have any doubts about us. We are eager to hear from you!
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