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We are an industry-leading front office solution built to handle end-to-end investment workflows.

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Understand your network

Investors can understand their relationships in great detail. This allows investment teams to see the deals and statuses intermediaries were involved in and track fees expensed.

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Track holdings

Zapflow displays the performance of direct and indirect holdings. This serves as a unified way to track investment performance across the portfolio.

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End-to-end workflow integration

Collaborate with your team within Zapflow to understand the latest communications, notes, tasks, and deal information. This facilitates quicker decision-making.

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User access control

Account administrators can restrict access to confidential data only to relevant teams. Dynamic privilege allocation ensures flexibility while maintaining complete data security. 

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Complete legal compliance

Our platform is both ISO certified and GDPR compliant. We undergo rigorous internal and external security assessments to ensure we’re providing you with a best-in-class solution.

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Exit process management

Zapflow allows family offices to closely monitor and manage all parts of the exit process of a company. Everything from negotiations to competitor analysis can be carried out on the same platform.