Portfolio Reporting

Collect quarterly performance data easily

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Start saving valuable working hours each month.

Portfolio reporting routines the way they should be.

Time to put together the portfolio report for your investors? Time to hunt down the source data from your portfolio company CXOs? Stop sending emails, spreadsheets and reminders and let Zapflow automate the process!

How does it work?

Once you've decided what data (and in which format) you want to collect from your target companies, simply invite your CXOs to log in as a Guest User. They can then enter and submit their numbers and comments to you without being able to change the data structure or alter any past reports.

Once the cycle is completed, you'll have structured and comparable data from all of your companies ready for your Excel-magic and subsequent investor reporting

  • Eliminate Excel from data exchange
  • Eliminate human error
  • Eliminate clutter
  • Spend less time with the nonsense and focus on creating value, (…or just take a break)

How do I get this immediately?

For existing customers, it just takes one 15-minute call to configure the reporting functionality for you. For new customers, add about 20 minutes to set up your account with us. Then you’re golden.

Contact Joona now by email (joona@zapflow.com) or schedule a call using the booking button and he'll get you set up. Fist bump.

If you want to go over how everything works, feel free to book a 15-minute meeting, where we can go over the functionality and make sure it's a good fit for you.

Afraid of commitment? Feel free to book a 15-minute call, where we will go over the functionality and make sure it's a good fit for you.

We love
the intuitive interface

We quickly saw the potential of Zapflow and loved the intuitive interface through a visual drag and drop design with the deal specific bac-kend capabilities. After evaluating several options we came to the conclusion that Zapflow is the only solution that serves our needs, has good usability and is easily implementable. Gordian Braun (Investment Scout)MOIA (Subsidiary of Volkswagen AG)

Frequently Asked Questions

It depends. Zapflow Target Reporting is designed to solve problems in reporting routines between target companies and investors. Board reporting may have different objectives, stakeholders and practices. Therefore, suitability for board reporting has to be assessed on a case-by-case basis.
Yes. You can choose to have a company-specific template to capture company-specific metrics. You may also want to have a template for a group of companies - for example, SaaS-companies in your portfolio may report a different set of metrics than media companies. Zapflow can handle it all.