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SILVER

For angels & new teams still ramping up their operations.

Typical AUM ~0

$49/user/mo

Best CRM for investors

Deal capturing forms

Fundraising tools

Onboarding support

iOS & Android apps

Smart BCC emails

Active deals

Max 3

Companies in database

Max 100

Min users

2

Begin free trial

For the investment team

Typical AUM 20m+

$89/user/mo

"Silver" features PLUS

Unlimited deals & companies

Automatic data enrichment

Data migration from your current Excel/CRM

Tailored online training

Email & chat support

Custom report templates

1

Custom info memo templates

1

Research vouchers

1

Min users

4

FDD vouchers

1 (coming)

Begin free trial

Platinum

End-to-end solution for running most of your operations on one platform

Typical AUM 20m+

$295/user/mo

"Gold" features PLUS

Deal collaboration workspace

Full email sync

TargetCo KPI reporting

REST API + dev support

Research vouchers

1 / month

Custom report templates

3

Custom info memo templates

3

Min users

6

FDD Vouchers

1 / month (coming)

Begin free trial

Enterprise

  • Multiple asset classes?
  • Multiple teams?
  • Customized contract?
  • SSO? SLA? 2FA?
  • On-premise installation?
  • Other special requirements?
Talk to us
  • Silver
  • Gold
  • Platinum

$49/user/mo

Best CRM for investors

Deal capturing forms

Fundraising tools

Onboarding support

iOS & Android apps

Smart BCC emails

$89/user/mo

"Solo" features PLUS

Automatic data enrichment

Full email sync

Data migration from your current Excel/CRM

Tailored online training

Email & chat support

Custom report templates

1

Custom info memo templates

1

Research vouchers

1

FDD vouchers (coming)

1

$285/user/mo

"Team" features PLUS

TargetCo KPI reporting

Deal collaboration workspace

REST API + dev support

Custom report templates

3

Custom info memos

3

Research vouchers

1 / mo

FDD vouchers (coming)

1 / mo

Price per user/mo, billed annually

Enterprise

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

Talk to us

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

Tell me more about the pricing & billing?

All prices displayed are fees in USD per core user per month. Core user is one of your team members. Guest users (available in the collaboration feature)  such as CXO, lawers or banker working on a deal are FREE.

The billing cycle in 12 months, payable upfront by credit card. Platinum plan is payable also by bank wire and comes with a quarterly payment option.

What is a Research Voucher?

We know data search, entry, and analysis is a pain. We provide you with an option to offload some of the initial analysis to us. With one Research Voucher, you can ask us to review a company, their pitch deck and do desktop research on the company. Bias-free intelligence is delivered within 3 business days in a structured format so that you can do something more appealing, valuable, and relaxing. 

Read more here: Zapflow Analysts

What is TargetCo Reporting?
TargetCO Reporting is a feature also known as "KPI reporting" or "Target reporting" and "Portfolio company performance monitoring" . We add a layer of automation to collect performance metrics from your portfolio companies when it's time to put together portfolio reports to your own investors.
What is Automatic Data Enrichment?
In our premium plans, you have the option to enrich your deal flow data with data from various 3rd party sources. This way, you have more information at your fingertips when you're starting your own analysis and you don't need to spend so much time doing things no one really enjoys doing.
What is a Deal Collaboration Workspace?
Deal Collaboration Workspace is an online workspace where you, your buy-side stakeholders and sell-side stakeholders can collaborate on a deal. Share documents, communicate and evaluate your deals in a secure environment.