Zapflow brings deal, fundraising, portfolio, investor relations, and compliance work into one platform for alternative investment teams. Its Front Office package covers deal flow management, fundraising, and exit management. Investor Relations provides a CRM, an investor portal, and an investor report generator, while Portfolio Management covers holdings, quarterly reports, and ESG reports. The Compliance package includes KYC/AML, sanction list screening, and risk management. Zapflow lists email sync, deal pipelines, LP and investor records, portfolio tracking, and a mobile app. It supports web, iOS, Android, API, and self-hosted access, with deployment options including multi-tenancy, dedicated cloud, hybrid cloud, and on-premise solutions. Integrations include a REST API, eFront, iLevel, Power BI, and Tableau. Teams can set granular read, write, and hidden permissions, and use information barriers for insider projects. Authentication options include multifactor methods and single sign-on. Zapflow says it maintains ISO 27001:2022 certification and complies with GDPR, SOC 2, and DORA. Plans start at €199 per fund per month for Portfolio Management or Investor Relations, with a 12-month minimum billing period; setup fees vary with operational complexity.
Who it is for
Zapflow suits private equity, venture capital, real estate, family office, and corporate development teams managing investment workflows. Its packages cover deal activity, investor relations, portfolio reporting, and compliance, with deployment and access controls for different operating needs.
What is good
- Combines deal, fundraising, portfolio, investor relations, and compliance workflows.
- Email sync, deal pipeline, investor records, and portfolio tracking are listed.
- Integrates with eFront, iLevel, Power BI, and Tableau.
- Offers multi-factor authentication and single sign-on.
- Pricing FAQ allows unlimited deals and projects.
What to know first
- Paid plans start at €199 per fund per month.
- Plans require a 12-month minimum billing period.
- Setup fees vary with operational complexity.
Verdict
Choose Zapflow if your alternative investment team needs deal, investor, portfolio, and compliance workflows in one platform. Its range of packages, integrations, and deployment options can suit different operating setups. Look elsewhere if you need a free plan or a billing period shorter than 12 months.
Get started with Zapflow
- Visit https://www.zapflow.com/.
- Choose a package: Portfolio Management, Investor Relations, Front Office, or Compliance.
- Review the package billing unit and 12-month minimum period.
- Contact Zapflow to discuss a setup fee based on operational complexity.
- Allow for onboarding that Zapflow says typically takes 1–4 weeks.
- Choose a deployment option such as multi-tenancy, dedicated cloud, hybrid cloud, or on-premise.
Limits to know first
The listed plans have a 12-month minimum billing period, and setup fees vary with operational complexity. Portfolio Management and Investor Relations are billed per fund; Front Office is billed per team. The pricing FAQ says team users can be unlimited when they share similar permissions and access.
Questions about Zapflow
How much does Zapflow cost?
Portfolio Management and Investor Relations are each €199 per fund per month. Front Office is €995 per team per month, and Compliance is €995 per month. Each plan has a 12-month minimum billing period, and setup fees vary with operational complexity.
Is there a free plan?
No. Zapflow is listed as a paid product, with plans starting at €199 per fund per month.
Which platforms does Zapflow support?
Zapflow lists Android, iOS, web, API, and self-hosted platforms. Deployment options include multi-tenancy, dedicated cloud, hybrid cloud, and on-premise.
What integrations does Zapflow offer?
Zapflow lists a REST API, eFront and iLevel back-office integrations, and connectivity with Power BI and Tableau.
Can teams have unlimited deals or users?
Zapflow's pricing FAQ says there are no limits on deals or projects. Team users can be unlimited when they share similar permissions and access.
What does each package include?
Front Office covers deal flow management, fundraising, and exits. Investor Relations includes a CRM, LP portal, and investor report generator; Portfolio Management includes quarterly and ESG reports and holdings; Compliance includes KYC/AML, sanction screening, and risk management.
Zapflow plans and pricing
All plansCompared on investor relationship management software
- Free plan
- No
- Email sync
- Yes
- Deal pipeline
- Yes
- LP and investor records
- Yes
- Portfolio tracking
- Yes
- Mobile app
- Yes
