Start saving valuable working hours each month.
Portfolio reporting routines the way they should be.
Time to put together the portfolio report to 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 in which format you want to collect from your target companies, simply invite your CXOs to login 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 past reports.
Once the cycle is completed, you'll have structured and comparable data from all your companies ready for your Excel-magic and subsequent investor reporting.
- Eliminate Excel from data exchange.
- Eliminate human errors
- Eliminate clutter
- Spend less time with nonsense and focus on creating value or taking a nap
How do I get it?
For existing customers, it just takes one 15-20 minute call to configure the reporting functionality for you. For new customers, add another 20-30 min to setup your full account with us.
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.