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SOLO

For individuals

Typical AUM <1m

$49
Per user per month, billed annually

Guest users

Analyst

Target reporting

Max users

1

Begin free trial

TEAM

For teams still ramping up

Typical AUM <20m

$79
Per user per month, billed annually

Guest users

Analyst-as-a-service

+$995/mo

Target reporting

+$295/mo

Min users

4

Begin free trial

PRO

For teams already in business

Typical AUM >20m

$395
Per user per month, billed quarterly

Or $295 per user per month if billed annually

Guest users

included

Analyst-as-a-service

included

Target reporting

included

Min users

4

Begin free trial

Enterprise

  • Special requirements
  • Customized contract?
  • SSO? SLA? 2FA?
  • On-premise installation?
Talk to us
  • Solo$49
  • Team$79
  • Pro$395
For individuals
Typical AUM < 1m
Begin free trial
Per user per month, billed annually

Guest user

Analyst

Target reporting

Max users

1

For teams still ramping up
Typical AUM <20m
Begin free trial
Per user per month, billed annually

Guest users

Analyst-as-a-service

+$995/mo

Target reporting

+$295/mo

Min users

4

For teams already in business
Typical AUM >20m
Begin free trial
Per user per month, billed quarterly

Or $295 per user per month if billed yearly

Guest users

included

Analyst-as-a-service

included

Target reporting

included

Min users

4

Enterprise

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

Talk to us

Compare plans

Benefits in all plans

Solo

Team

Pro

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

Features

Solo

Team

Pro

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

Configuration options

Solo

Team

Pro

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

Legal, compliance & payments

Solo

Team

Pro

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

Reports & profiles

Solo

Team

Pro

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

Import, export & integrations

Solo

Team

Pro

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

Deal volumes & storage

Solo

Team

Pro

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

*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.