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Most Popular |
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Starter For smaller teams who want the most essential features and who require only a few services.
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Pro For typical investing teams with portfolio companies and desire to take their operational efficiency to a new level. Typical AUM < 100m$.
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Pro + For bigger teams who want to leverage the maximum power available in a multi-team, multi-fund and multi-asset class environment.
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Enterprise For the most demanding teams and organizations with special requirements.
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$130 / month
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$725 / month
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$1790 / month
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Billed annually
Includes 1 user
Additional users $130 / month
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Billed annually
Includes 5 users
Additional users $145 / month
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Billed annually
Includes 10 users
Additional users $179 / month
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| Essentials |
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| Bespoke CRM for investors Manage your operations seamlessly by systematically tracking your contacts,
companies, investors, asset classes, as well as tasks to create a single source
of truth within your firm.
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| Dealflow management Proper deal flow management with easily configurable stage gates, designed
specifically for investors. Investors can quickly pass or put a deal on hold,
gather vital non-public data, and structure data to, ultimately, make better
investment decisions.
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| Dealflow reports You can see and manage your deal flow within seconds and keep your team
updated more easily than ever before. Searching for that one email in your
Inbox, no more asking colleagues where a deal is headed. Use quick filters or
Adhoc reports with the single click.
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| Fundraising Fundraising teams can streamline their fundraising process, all within one
tool, creating a single source of truth for the firm.
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| Tasks Take control of your day to day operations using our robust Task
Management Module, along with keeping the team aligned.
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| Portfolio management Partners and operation teams can quickly manage their holding companies,
associate follow-up candidates, and host all relevant activity with their
portfolio companies.
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| Fund management Our front-office fund management platform gives better visibility for your
investment team, fundraising team, and partners on your fund. Teams can
quickly gather data on investment-term end dates, committed LPs, etc.
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| Target company reporting Company KPI monitoring and reporting of your portfolio holdings under one roof.
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| Web forms Capture new investment opportunity data easily in a structured format straight into your database.
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Unlimited |
Unlimited |
Unlimited |
| Max entries |
100,000 |
Unlimited |
Unlimited |
Unlimited |
| Full email integration Our full email integration allows your team to have their emails
automatically pulled from your email exchange, which is turned-on, on a user
by user level.
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| Smart email processing Our smart email processing is an alternative way to link emails with an entity
to create a clutter-free environment. Users can simply forward emails to
their unique Zapflow email when using this feature.
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| Find similar companies Add on ( Understand the competitive landscape better using our Zapflow
Explorer feature. The Zapflow Explorer leverages AI to compare companies
based on their website, allowing greater visibility into the industry).
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Unlimited |
| Automatic data enrichment Quickly enrich data from public sources, such as CrunchBase, LinkedIn, and
AngelList.
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| Role-based privileges This allow your team to grant access rights to users on a module level.
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| Multiple investment pipelines The multiple investment pipelines allows investment teams to keep track of
different deal flow pipelines, whether it is based on company maturity level,
asset class, or office locations, to create a single-source of truth within the
firm.
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| Multiple investor pipelines The multiple investor pipelines allow fundraising teams to keep track of
fundraising efforts on a per fund level and manage the capital raising process
for portfolio companies.
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| Multiple teams Work with various teams within the Zapflow platform.
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| Multiple funds Manage multiple funds to get a better insight on fund performance and fund
details.
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| Team based authorization Manage access rights for various teams on a module level and pipeline level.
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| REST API Build API calls to multiple platforms via our REST API, that allows your team
to push or pull data from/to Zapflow.
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| Guest users Our guest user feature allows collaboration with external stakeholders on
both the sell-side and buy-side level to streamline collaboration, and collect
vital non-public data.
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| Multiple asset classes If you invest in various asset classes (I.e., Real Estate, Fund of Funds, etc.),
Zapflow allows your team to structure these appropriately.
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| SSO and 2FA As security is our top priority at Zapflow, we offer single sign-on and multifactor authentication for your team. This adds another layer of protection to
the Zapflow platform.
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| Read-only users Manage read-only access rights for various teams on a field by field level.
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| Customized reports |
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| See all essential features (+17)
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| Training, Service & More |
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| Forum & video support Gain unlimited access to Zapflow University, where your team can learn how
to use the full powers of our platform.
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| Dedicated customer success manager A dedicated customer success manager will ensure that your team gets all
the needed support to get your account up and running seamlessly.
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| Dedicated key account manager |
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| Tailored reports |
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1 |
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| Tailored memorandums Format and categorize the type of investment memorandum based on your
needs.
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| Priority development Whenever there is a feature request, Zapflow will prioritize the development
of your team.
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| Negotiable MSA |
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| Negotiable SLA |
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| On-site staff |
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| On premise installation |
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| Payment |
Credit card |
Credit card |
Credit card, wire transfer |
Credit card, wire transfer |
