Collect quarterly performance data easily
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!
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
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.
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.
Zapflow quickly became a core tool for us to collect standardized monthly reports from our portfolio companies. Instead of sending emails & spreadsheets back and forth, we now get structured reports from all our portfolio companies in a matter of days after a monthly closure with almost zero effort from me. Risto Rautakorpi (Managing Partner)Gorilla Ventures
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)