Usage-based Modular Pricing
Zapflow pricing model is simple, modular and fully transparent. As your operations evolve, easily add or remove modules to adapt to your changing circumstances. Zapflow also works well with other CRMs and back-office tools, so if you have something working already, you can use Zapflow to glue your operations together.
MODULAR PRICING
Zapflow's modular pricing model empowers you to tailor your solution to your specific requirements. Choose the modules that align with your current needs, whether it's CRM, deal flow management, investor relations, or portfolio management. As your operations evolve, easily add or remove modules to adapt to changing circumstances. This flexible approach ensures you pay only for the functionalities you actually utilize.
IMPLEMENTATION FEES
To ensure a smooth transition, our setup fee covers data migration from existing systems, platform configuration tailored to your specific needs, onboarding and training for your team, and integration with third-party tools. The fee varies based on the nature, regulation and complexity of your operations.
Supercharge Your Front Office Professionals Now.
Stay on top of every opportunity - from securing new investors and accelerating closing to managing every angle of your transactions. Benefit from easy access to vital information, with additional access to data from the middle and back offices.
COMES WITH: Deal flow management | Fundraising | Exit management
from $1.995 / month / team*
* At Zapflow, we don't believe charging by the number of users. That's why you can have an unlimited number of users in your team as long as they share similar permissions & access.
Close your next fund quicker.
Give your investors the silk glove treatment they deserve. Zapflow’s investor relations package delivers exceptional experiences. Enhance communication, build trust, and accelerate fundraising. Empower your team with easy access to vital information and data-driven insights.
COMES WITH: CRM | LP portal (Extranet) | Investor Report Generator
from $399 / month / fund
Unlimited number of investors | Unlimited number of read-only user | Custom portal domain
Stress less quarterly.
Stay on top of every opportunity. Equip your team with comprehensive portfolio management tools to centralize data, simplify workflows, and optimize performance. Zapflow guides you towards achieving carry with informed decision-making and data-driven insights.
COMES WITH: Quarterly reporting | ESG reporting | Holdings
From $199 / month / fund
Unlimited reporting cycles | Customizable report templates | Dynamic report templates
Sleep Safe.
Ensure compliance without fear. Zapflow simplifies complex processes, streamlines investor onboarding, and mitigates operational risks. Meet regulatory standards, reduce governance frustration for both LPs and GPs, and build investor trust. Our automated solutions and deep industry expertise empower you to navigate the evolving regulatory landscape with confidence.
COMES WITH: KYC & AML | Sanction list screening | Risk management
From $1.995 / month
Unlimited number of investors | 300+ sanction lists tracked
Perfect your experience without breaking the bank using our power-ups (aka. add-ons).
Advanced deployment options.
Choose from multi-tenancy, dedicated cloud, hybrid cloud, or on-premise solutions to fit your specific needs.
Legal entity maps.
Visualize and communicate corporate structures, UBOS and more
e-Signatures.
Connect with your favorite eSignature provider and manage signature flows without Zapflow
Decision management.
Strengthen accountability and compliance with decision logging, tracking, and management.
Pre-investment checklists.
Maintain consistency and control with customizable checklists that guide each process step-by-step.
Additional asset classes.
Manage investments across diverse asset classes, including real estate, private equity, and other funds
Fee tracking.
Maintain a complete record of incurred fees to ensure transparency and accountability.
Insider projects.
Implement robust controls to maintain Chinese walls and protect confidential data.
Tailored dashboards.
Tailor data views, add key metrics, and organize widgets to design dashboards that align with your needs
Reporting database.
Connect your favorite BI tool (e.g. PowerBI, Tableau) to build reports from multiple data sources.
Custom encryption keys.
Next-level data security, compliance, and flexibility with your preferred encryption and key management.
Value creation activities.
Evaluate, monitor and communicate the impact of strategic initiatives on asset level.
Memorandums.
Effortlessly create professional memorandums and one-pagers in PDF format.
Sales pipelines.
For finance powerhouses, we also support wealth management services sales pipelines.
Liability tracker.
Keep track of your entities' liabilities for better governance & risk management.
Indirect holdings.
Gain transparency in complex investment structures by tracking and analyzing indirect holdings.
Tenant KYC.
For our customers active in real estate, we enable to run smooth KYC also to your tenants.
Counterparty diligence.
Build confidence that you really want to do transactions with the counterparties and their affiliates.
Web forms.
Get accurate data from target companies and their advisors straight into your own database.
C-level access.
Talk directly with our top management about anything - from roadmap wishes to sharing best practices
Zapflow's modular pricing model empowers you to tailor your solution to your specific requirements. Choose the modules that align with your current needs, whether it's CRM, deal flow management, investor relations, or portfolio management. As your operations evolve, easily add or remove modules to adapt to changing circumstances. This flexible approach ensures you pay only for the functionalities you actually utilize.
Supercharge Your Front Office Professionals Now.
Stay on top of every opportunity. Streamline your investor relations, deal origination and exit processes.
COMES WITH:
$1995 / month / team*
* At Zapflow, we don't believe charging by the number of users. That's why you can have an unlimited number of users in your team as long as they share similar permissions & access.
Close Your Next Fund Quicker.
Give your investors the silk glove treatment they deserve. Zapflow’s investor relations package delivers an exceptional experience for your investors. Enhance communication, build trust, and accelerate fundraising. Empower your team with easy access to vital information and data-driven insights.
COMES WITH:
$399 / month / fund
Unlimited number of investors -:- Unlimited number of read-only user -:- Custom portal domain
Stress Less Quarterly.
Equip your team with comprehensive portfolio management tools to centralize data, simplify workflows, and optimize performance. Zapflow guides you towards achieving carry with informed decision-making and data-driven insights.
COMES WITH:
$199 / month / report type
Unlimited reporting cycles -:- Customizable report templates -:- Dynamic report templates
Sleep Safe Daily.
Ensure compliance without fear. Zapflow simplifies complex processes, streamlines investor onboarding, and mitigates operational risks. Meet regulatory standards, reduce governance frustration for both LPs and GPs, and build investor trust. Our automated solutions and deep industry expertise empower you to navigate the evolving regulatory landscape with confidence.
COMES WITH:
from $1995 / month
Unlimited number of investors -:- 300+ sanction lists tracked
ADD-ONs
Perfect your experience without breaking the bank using our power-ups (aka. add-ons)
Advanced deployment options
Choose from multi-tenancy, dedicated cloud, hybrid cloud, or on-premise solutions to fit your specific needs.
Legal entity maps
Visualize and communicate corporate structures, UBOS and more.
e-Signatures
Connect with your favorite eSignature provider and manage signature flows without leaving Zapflow.
Decision management
Strengthen accountability and compliance with decision logging, tracking, and management.
Pre-investment checklists
Maintain consistency and control with customizable checklists that guide each process step-by-step.
Additional asset classes
Manage investments across diverse asset classes, including real estate, private equity, and other funds.
Fee tracking
Maintain a complete record of incurred fees to ensure transparency and accountability.
Insider projects
Implement robust controls to maintain Chinese walls and protect confidential data.
Tailored dashboards
Tailor data views, add key metrics, and organize widgets to design dashboards that align with your needs.
Reporting database
Connect your favorite BI tool (e.g. PowerBI, Tableau) to build reports from multiple data sources.
Custom encryption keys
Next-level data security, compliance, and flexibility with your preferred encryption and key management.
Value creation activities
Evaluate, monitor and communicate the impact of strategic initiatives on asset level.
Memorandums
Effortlessly create professional memorandums and one-pagers in PDF format.
Sales pipelines
For finance powerhouses, we also support wealth management services sales pipelines.
Liability tracker
Keep track of your entities' liabilities for better governance & risk management.
Indirect holdings
Gain transparency in complex investment structures by tracking and analyzing indirect holdings.
Tenant KYC
For our customers active in real estate, we enable to run smooth KYC also to your tenants.
Counterparty diligence
Build confidence that you really want to do transactions with the counterparties and their affiliates.
Web forms
Get accurate data from target companies and their advisors straight into your own database.
C-level access
Talk directly with our top management about anything - from roadmap wishes to learning best practices.
Implementation / Setup fees
To ensure a smooth transition, our implementation fee covers data migration from existing systems, platform configuration tailored to your specific needs, onboarding and training for your team, and integration with third-party tools. The fee varies based on the nature, regulation and complexity of your operations.
Our Shared Journey
1. We believe in building lasting partnerships.
That's why we're committed to understanding your unique needs and goals before claiming we're a fit. During a brief introductory call, we'll take the time to listen to your story and discuss your expectations. Together, we'll find out if Zapflow is the right fit for you.
2. If we both see a promising match...
We'll schedule a follow-up call to dive deeper into your specific requirements. It's important to have key stakeholders involved in this discussion to ensure alignment and smooth onboarding.
3. If your security, legal or compliance needs require...
We may schedule additional meetings to address any specific concerns or questions you still may have.
4. The initial onboarding process...
Involves mapping your existing data to our platform, defining your workflows, migrating your data, and training your team. This typically takes a few days to a few weeks, after which you'll be ready to start using Zapflow.
5. Throughout your journey with us...
You'll have dedicated Zapflow team members to support you and ensure you achieve the desired results: streamlined operations, cost savings, and happier investors.
Modular Pricing = Rational Opex
Zapflow's modular pricing model empowers you to tailor your solution to your specific requirements. Choose the modules that align with your current needs, whether it's CRM, deal flow management, investor relations, or portfolio management. As your operations evolve, easily add or remove modules to adapt to changing circumstances. This flexible approach ensures you pay only for the functionalities you actually utilize.
Front Office
Supercharge your front office professionals now
Investor Relations
Make your customers happier & close your next fund quicker
Portfolio Management
Compliance
FAQ - pricing
- We accept payment in all major currencies by credit card or bank wire.
- All billing is upfront for the billing period.
- Minimum billing period is 12 month.
- Prices are adjust for inflation between billing periods
- A billing surcharge of 1% is applied to bank wires, 3% for credit card payments
- When applicable, VAT
Yes, we offer custom development services through our dedicated team of experts. If you require specific features or integrations, let us know, and we’ll work with you to implement tailored solutions that enhance your experience with Zapflow.
Perhaps, if you're a first-time fundraising team. Please reach out and tell your story!
If you run an established fund affiliated with a reputable university, maybe. Please reach out and tell your story!
There are no limits on the number of deals or projects you can manage within Zapflow. Our platform is designed to scale with your needs, so whether you’re handling a few deals or a large portfolio, Zapflow has you covered.
Yes, you can upgrade your plan as your needs change. Simply reach out to our team, and we’ll assist you in adjusting your subscription without any hassle.