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Team Pro

Already in business

Typical AUM >20m

$1995/mo
Monthly

(-20% when paid annually)

Max users

UNLIMITED

Guest users

Analyst-as-a-service

INCLUDED

Reporting Wizard

INCLUDED
Begin free trial

Team Lite

Still ramping up

Typical AUM 1-20m

$395/mo
Annual

Max users

5

Guest users

Analyst-as-a-service

$995 / mo

Reporting Wizard

$295 / mo
Begin free trial

Solo

Fundraising / angel

Typical AUM < 1m

$49/mo
Annual

Max users

1

Guest users

Analyst-as-a-service

Reporting Wizard
Begin free trial

Enterprise

  • Special requirements
  • Customized contract?
  • SSO? SLA? 2FA?
  • On-premise installation?
Talk to us
  • Team Pro$1995/mo
  • Team Lite$395/mo
  • Solo$49/mo
Already in business
Typical AUM >20m Begin free trial
Monthly

(20% by paying annually)

Included users

UNLIMITED

Guest users

Analyst-as-a-service

INCLUDED

Reporting Wizard

INCLUDED
Still ramping up
Typical AUM 1-20m Begin free trial
Annual

Annual Seats

5

Guest users

Analyst-as-a-service

$995 / mo

Reporting Wizard

$295 / mo
Fundraising / angel
Typical AUM < 1m Begin free trial
Annual

Annual Included users

1

Guest users

Analyst-as-a-service

Reporting Wizard

Enterprise

  • Special requirements
  • Customized Contract?
  • SSO? SLA? 2FA?
  • On-premise installation?

Talk to us

Compare plans

Benefits in all plans

Team Pro

Team Lite

Solo

No vendor lock-in
Best deal flow management
100% secure
Automatic back-ups
Second-to-none usability
Professional support

Features

Team Pro

Team Lite

Solo

Timeline
Deal tasks
Mobile app (Android & iOS)
Collect deal data online
Proper email compatibility
Deal documents
Company documents

Configuration options

Team Pro

Team Lite

Solo

Configurable fields
Tailored fields
10 Included*
$
Tailored reports
1 Included*
$
Configurable pipeline
Configurable tags
Deal documents

Legal, compliance & payments

Team Pro

Team Lite

Solo

Terms of Service
Standard
Standard
Standard
GDPR compliant
DPA available
Credit card payment
Wire payment available

Reports & profiles

Team Pro

Team Lite

Solo

Deal flow reports
Activity reports
Dashboard
Standard one-pagers
Custom one-pagers
1 included*
$

Import, export & integrations

Team Pro

Team Lite

Solo

Export data to Excel
Standard data import from Excel
Concierge data import from Excel
1 included*
$
$

Deal volumes & storage

Team Pro

Team Lite

Solo

Document storage limit
1TB
100GB
1GB
Number of active deals
unlimited
unlimited
max 5
Number of total deals
unlimited
unlimited
max 200

*In annual plans $ extra fee may apply

We so felt the pain! Managing the deal flow in Excel was a nightmare and we are happy that all our deals are all now in Zapflow.

Will Cardwell
Will Cardwell (Partner)
Courage Ventures

FAQ

What is Analyst-as-a-service all about?
We know data entry and analysis can be a pain. We provide you with an option to offload some of the initial analysis to us. With one click, you can ask us to review a company, their pitch deck, and financials. Bias-free results are delivered within 1-2 business days in a structured format so that you can do something more appealing, valuable, and relaxing.

Read more here:
Zapflow Analysts
What is a Reporting Wizard?
Reporting wizard is an add-on module which automates data collection from your portfolio companies when it's time to put together portfolio reports to your own investors.

About Us

Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.

More Links

See what Zapflow can do for you

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