Simplify your private equity fundraising

Promote seamless collaboration among internal and external users during capital raising process. Manage distinct team access rights efficiently, ensuring structured communication and smooth task monitoring. Utilize our activity history segment to track real-time updates and alterations made by all team members within a fundraising opportunity profile.

Gain access to your deals, holdings, fundraising activities, and reports within a unified platform. Establish associations between any entity and your fundraising opportunities. By linking a fund to an opportunity, acquire a comprehensive overview of both active and lost opportunities within the fund, along with commitments and holdings. Employ our robust filtering feature to swiftly locate relevant opportunities.

Our platform offers the full flexibility to customize your fundraising pipeline to match your unique processes and data requirements. Tailor, rename, or restructure the distinct stages used in your fundraising process. Customize fields and dropdown lists effortlessly. Filter opportunities and save unlimited customized views for swift access for different stakeholders interests. And moreover, extend this flexibility to webforms such as LP reports.

Zapflow's fundraising pipeline seamlessly integrates with a straightforward and efficient process for venture capital fundraising opportunities, enabling effortless progression from one stage to another.

Easily monitor all opportunities, whether they've been lost or put on hold. Capture lost reasons and comments to gauge the performance of your fundraising pipeline effectively. Upon winning an opportunity, Zapflow automatically generates a new commitment profile, facilitating the management of commitment-specific information moving forward.

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 emails directly from Zapflow or leverage the BCC email forwarding functionality to archive specific emails within Zapflow. Record comprehensive notes, calls, meeting logs within individual fundraising profiles, and generate tasks for both personal and team-related assignments.

Our editable grid and bulk edit functionalities significantly streamline tasks related to data entry and management, thereby optimizing time efficiency. Recognizing the criticality of maintaining current data and the rapid pace of information updates, our tools have been designed to provide seamless one-click viewing and updating capabilities of multiple entries.

Facilitating organized operations, our platform enables the creation of distinct teams, each assigned specific responsibilities. This approach ensures a clear division of duties and grants relevant access rights, simplifying the process of data updates and configurations for enhanced efficiency.