Zapflow

What Zapflow is

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 suits

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.

Limits

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.

Getting started

1. Visit https://www.zapflow.com/.
2. Choose a package: Portfolio Management, Investor Relations, Front Office, or Compliance.
3. Review the package billing unit and 12-month minimum period.
4. Contact Zapflow to discuss a setup fee based on operational complexity.
5. Allow for onboarding that Zapflow says typically takes 1–4 weeks.
6. Choose a deployment option such as multi-tenancy, dedicated cloud, hybrid cloud, or on-premise.

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.