Portfolio management
Structured portfolio management for PE & VC investors
Key benefits of Zapflow's pe & Vc portfolio management software
Zapflow's portfolio management solution automates key tasks to save time and cut operational costs. This includes streamlined processes for portfolio monitoring, holdings management, value creation activities, add-on investments, and exit strategies.
GPs gain instant access to portfolio performance metrics and financial data, enabling data-driven decisions and proactive risk management. With tools to analyze performance trends and assess strategic impacts, GPs can identify opportunities and optimize portfolio investments effectively.
Facilitates seamless reporting and communication with LPs and stakeholders. By centralizing core metrics, performance data, and reports, it enables clear, timely updates and fosters transparency, helping GPs build stronger investor relationships and support long-term engagement.
Zapflow streamlines workflows and delivers actionable insights that help GPs drive value creation across portfolio companies. With efficient monitoring and performance analysis, GPs can improve returns and accelerate the path to achieving carry.
For driving asset value, managing risks, and monitoring portfolio performance
While we don’t directly manage fund accounting, banking, or taxation, our platform bridges front- and middle-office operations seamlessly. Many of our clients use specialized tools for fund accounting, and our team is ready to help you find the best solution for your unique needs.
Private equity portfolio management software
Portfolio monitoring
Gain visibility into your portfolio companies' performance with Zapflow's portfolio monitoring module. Track key metrics, identify trends, and make informed decisions effortlessly. Monitor performance in real-time, identify potential risks and opportunities, follow progress toward strategic goals, and generate insightful reports to support decision-making.
Holdings management
Zapflow's holdings management module simplifies the complexities of managing your portfolio. Automated workflows and robust data management help you efficiently track ownership-related matters. Manage complex capital structures, track valuations, and automate routine tasks to reduce operational risks.
Exit process management
Navigate the entire exit process, from identifying potential buyers to closing the deal, with Zapflow's guided exit process management solution. Equipped with comprehensive tools and expert support, you can stress less and focus on maximizing outcomes.
Compliance
Zapflow's compliance package is build to simplify complex regulatory requirements and streamline risk assessment for portfolio managers. By automating regulatory reporting, storing and organizing important documents, and ensuring adherence to industry standards, our solution frees up your time to focus on strategic decisions and drive optimal portfolio performance.
Integrations
Effortlessly connect Zapflow with tools and data sources essential to your workflows. Link your email, e-signature services, and reporting or BI platforms for a better user experience. Our versatile interface is compatible with a wide array of modern software and data sources. Explore the full list of compatible tools.
Pricing
Our pricing model is direct and plain: one fixed fee per team*. This allows you to plan total costs without surprises. Add as many users as you need without affecting the price. This scalable structure supports your business as it grows, offering greater value over time while keeping costs stable. Tailored for both small and rapidly expanding teams, this approach enables you to focus on operational excellence with zero unexpected charges. Visit our pricing page to see how our flexible solution fits your needs.
*Team refers to a group of users with the same permissions.
Onboarding & support
Getting started with Zapflow's portfolio management package is fast, customizable, and tailored to your team. You'll be assigned a dedicated account manager to oversee the entire onboarding process, including data migration, platform setup, and unlimited training. With 24/7 support and an average response time of less than 30 minutes, assistance is always within reach. Direct access to your account manager eliminates support delays. Most implementations are completed within 1-2 weeks, requiring only a few hours of your time for a seamless transition.
Grow with Zapflow
Zapflow is a flexible platform built for private equity and venture capital investment teams, and designed to grow with your organization. Its modular structure allows you to expand workflows or onboard new teams effortlessly. Begin with a simple setup and scale up with ease. The platform’s unified database fosters collaboration and transparency, while stringent privacy and security controls let you invite teams confidently, with precise access management. This flexibility extends to everyone—from analysts to LPs—ensuring secure access as needed, so your team can collaborate without compromise.