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DEAL FLOW MANAGEMENT
MODULE Benefits
Organized deal flow management 
Dynamic ecosystem of shared insights
Enhanced deal diligence
Quick data overview and reports
Make informed investment decisions
Intuitive design
Secure data
Seamless Configuration
We acknowledge and support the diversity across different team processes and workflows, thus offering a highly adaptable deal flow pipeline and making it easy to replicate your current processes into Zapflow.
Tailor, rename, or restructure the distinct stages used in your deal analysis process. Customize the fields according to the specific deal information collected. Promptly introduce new selections to dropdown lists. Filter and sort deals according to preferences, and save unlimited customized views for swift access across various meetings.
Efficient Process
Zapflow's deal flow pipeline integrates with a simple and efficient deal management process that allows you to easily move deals from one stage and/or status to the next.
Decide if you want to send emails to deals that you pass. When unsure about a deal, update it to on-hold status and select until when you'd like to put this deal on hold. When a deal becomes a portfolio company, a new holding profile is created to manage holding-specific information about the new portfolio holding company.
Guest Users
Zapflow allows investors to easily invite founders, co-investors, and third-party intermediaries to collaborate directly on our platform through the guest user feature in the deal flow management module. This fosters seamless collaboration, resulting in time-saving benefits, while maintaining the highest levels of security and quality for our first-party data. You're able to allow different access rights for the different users you invite.
Dynamic Activity Section
Enjoy the flexibility to make multiple adjustments without concern for data loss; the activity history diligently records and stores all alterations, attributing each change with a timestamp and the identity of the individual effecting the modification.
Synchronize your complete email inbox to seamlessly send and receive messages directly from Zapflow or leverage the BCC email forwarding functionality to archive specific emails within Zapflow. Record comprehensive notes, calls, and meeting logs within individual deal profiles. Generate tasks for both personal and team-related assignments and utilize the associations feature to propagate tasks across numerous deal or entity profiles within Zapflow.
Deals Overview Reports
Zapflow has created a set of default reports based on your deal flow pipeline activity for quick access at anytime. Save time creating and updating reports with complex data. Instead, gain quick access to view details about the most active deals by owner or stage, among other statistics in nice graph format.
Integrated Web Forms
Capture new investment opportunity data easily in a structured format with our custom webforms. Add your logo, brand colors, and embed your unique webform link to your company's website.
Receive new task notifications with each new submission and decide whether you want to create a new deal, company, and contact profiles with the data received or save for later.
Hear how Zapflow helps investors globally improve efficiency - at all stages of growth.
We are proud of the advancements we have made and remain committed to leveraging LP Portal's capabilities to drive continued success.
Zapflow is one of the key tools we use in our day-to-day work. It enables us to do everything from deal flow tracking to portfolio reporting.
We so felt the pain! Managing the deal flow in Excel was a nightmare and we are happy that all our deals are now in Zapflow.
