Deal Flow Management
Effectively manage all of your deals in one place
Zapflow offers a deal flow management tool for private equity and venture capital teams. Forget sales-oriented CRMs - you need a purpose-built tool. Zapflow helps you manage your key processes effortlessly.
The 5 Cs of Zapflow deal flow management
Contribution
Have your deal team, analyst, or associates contribute deal flow data efficiently to evaluate your deals quicker. Your team(s) will quickly notice how easy it is to get up to speed. For our smaller clients, if you need help with the data entry, we got that covered too. Take a look at our Analyst Service.
Collaboration
Whether it's sending emails or completing tasks, having valuable data sitting in your inbox makes collaborations very difficult for others. Using Zapflow's email & function integrations allow your users seamlessly work together at a more efficient pace.
Communication
Whether you need to connect within your firm or contact third-parties, communication is an essential aspect of business. Use Zapflow to communicate internally or request our add-on “guest user” feature to communicate externally with third-parties to ease your workflow.
Centralization
Consolidate your newly added features in one place with Zapflow’s platform and have your daily functions organized, customized, and accessible with ease.
Clarity
As a platform made by investing teams for investing teams, fulfilling the goals of having a clear and structured deal flow is met with simple usability and transparency between your transactions and data flow.
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Other Zapflow modules
Zapflow Explorer
Get a list of relevant companies at the touch of the button. Zapflow explorer, powered by Ocean.io, crawls over 420 million global websites to deliver an AI-powered search.
Company Reporting
Quickly gather quantitative and qualitative data from portfolio companies without lifting a finger. Use fully customizable templates for your reporting companies to standardize data collection and reduce email clutter.
Fundraising Tool
An efficient way to raise and monitor LP investments in your existing and upcoming funds, along with instant investor commitment visibility.
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