Zapflow is a customer relationship management (CRM) platform for private equity and venture capital firms. Its unified CRM supports deal tracking, reporting, and task management. While the customization may need technical support, its modular design and secure infrastructure make it a dependable choice for investment teams handling complex workflows.
Zapflow Specifications
Contact Management
Opportunity Management
Customer Communication Tracking
Email Integration
What Is Zapflow?
Zapflow is a cloud-based CRM platform tailored specifically for investment professionals in private equity, venture capital, and real estate. Built to address the limitations of generic CRMs, it streamlines workflows for managing investor communications, fundraising, and dealing pipelines. The software offers features such as investor relationship tracking, fundraising workflow automation, secure LP portals, and compliance management.
By consolidating communication history, reporting, and stakeholder data, Zapflow empowers investment teams to operate more efficiently, maintain audit-ready records, and improve transparency across the lifecycle of investor engagement.
Zapflow Pricing
Zapflow uses a modular pricing model, allowing firms to select and pay only for the features they need. Available modules include:
- Front Office - Custom pricing
- Investor Relations - Custom pricing
- Portfolio Management - Custom pricing
- Compliance - Custom pricing
Zapflow Integrations
Zapflow integrates with the following third-party software, such as:
- Tableau
- eFront
- iLevel
- Power BI
Who Is Zapflow For?
Zapflow software serves a wide range of industries and sectors, including:
- Private equity
- Venture capital
- Real estate investment
- Family offices
- Fund of funds
- Institutional asset management
- Investment banking
Is Zapflow Right For You?
Are you searching for a CRM platform that truly understands the complexities of private equity and venture capital? Zapflow offers seamless investor relationship management with deal tracking, reporting, and automation tailored for investment teams. It solves tedious manual data updates and scattered investor communications, offering clarity and efficiency across the investment lifecycle.
Zapflow provides ISO 27001:2022 certification, SOC 2 compliance, GDPR compliance, and DORA readiness to ensure institutional-grade security and legal alignment.
Still not sure if Zapflow is right for you? Contact our customer support team at (661) 384‑7070 for further guidance and assistance.
Zapflow Features
Zapflow's venture capital CRM features are tailored to the needs of private equity and venture capital firms. It replaces generic sales-focused CRMs by centralizing all investment interactions, minimizing manual updates, and streamlining collaboration. Users gain a unified view of LPs, funds, and deals for improved decision-making.
See How It WorksITeams can create detailed investor and company profiles, assign tasks, and view activity history in real time. Document management is secure and centralized, allowing authorized team members to access critical files instantly. This promotes seamless teamwork across departments.
See How It WorksUsers can generate tailored dashboards and performance reports aligned with firm-specific metrics. The flexible design enhances visibility into pipeline stages and portfolio health. Automated tracking reduces manual work and helps stakeholders stay informed with actionable insights.
See How It WorksZapflow unifies investor relations, deal flow, and portfolio management in one platform, enabling teams to work from a shared source of truth. With integrated profiles, enriched CRM data, document sharing, and LP reporting, cross-functional teams stay aligned across the full investment lifecycle.
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