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DEAL FLOW MANAGEMENT

From due diligence to decision, make every deal count

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Strategic Dealflow & deal sourcing tools

Purpose-built

For PE & VC investors

Tailored deal management for alternative asset investors. Forget the spreadsheets and generic CRM solutions. Zapflow’s customizable deal management software is specially designed for private equity, venture capital, family offices, real estate, and corporate investors workflows. 

Efficient

Deal sourcing & due diligence

Streamline your deal sourcing with Zapflow. Manage, filter, and prioritize potential investments by setting up an efficient due diligence process with automated checks and secure data storage. Our data-driven tools help ensure you never miss the next unicorn investment opportunity.

Clear

Collaboration & teamwork

Centralize your deal flow management with Zapflow’s purpose-built CRM and LP Portal. Seamlessly connect your investment team, LPs, GPs, and key portfolio companies for secure data sharing and transparent collaboration. Sync communications, track activities, and strengthen LP relationships, all within one platform.

Secure

Data & access rights

Your data is safe with Zapflow. Our robust security measurements follow top industry standards. Customize access rights to ensure that only authorized members have visibility into sensitive information. Whether for private equity or venture capital, you can confidently manage permissions and keep your data secure at all times.

Build a winning deal pipeline with customizable features

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Customize your deal pipeline stages

  • Easily modify, rename, or restructure deal stages to match your private equity or venture capital workflow. Tailor fields to capture specific deal information, ensuring your pipeline functions exactly as needed.
  • Quickly add new options to dropdown lists, filter and sort deals with precision, and save unlimited customized views for swift access.
  • With Zapflow, adapting your deal pipeline for PE & VC is effortless, giving you full control.
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Simple deal management for PE and VC firms

  • Streamline private equity due diligence with automated data collection and analysis, ensuring thorough and efficient evaluation of potential investments.
  • Smoothly move VC deals through stages with just a few clicks.
  • Automate email notifications for passed deals or place them on hold for a specific time.
  • When a new portfolio company is added, Zapflow automatically generates a detailed holding profile, streamlining dynamic information management and ensuring all relevant data is easily accessible for future decision-making.

Power up your private equity deal flow management

Optimize your workflow with smarter, integrated solutions

Zapflow's deal flow management software provides a powerful core, that can be expanded with complementary modules. Tailor your investment ecosystem by adding products like venture-specific CRM, fundraising tools, portfolio management, and an LP Portal. Our suite of modular solutions is designed to meet the unique needs of your PE and VC teams, streamlining every stage of the investment process. 

 

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  • Close deals faster.
  • Keep investor relationships active.
  • Gain a competitive edge with intelligent workflows.
  • Don't settle for a fragmented system.
  • Design your ideal investment ecosystem.
  • Learn more today by talking to our expert!
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Tailored reports and dashboards for clear deal flow insights

  • Deal managers can tailor deal flow reports to meet the specific needs of PE & VC firms.
  • Zapflow automatically generates relevant insights based on your deal pipeline activity, providing quick and easy access to critical data.
  • Track and display details about the most active deals by owner or stage with clear, graphical reports.
  • Structured data helps your team make informed investment decisions, enhancing efficiency.
  •  Effortlessly share reports and graphics with LPs through Zapflow’s secure LP Portal.

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Track and manage deal interactions

  • Make adjustments without concern for data loss - Zapflow's timeline records every change with timestamps and user info.
  • Synchronize your inbox to send and receive emails directly within the platform, complete with archiving options.
  • Log notes, calls, and meetings directly in deal profiles for easy reference.
  • Generate tasks and use the association feature to propagate them across multiple deals or entities.
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Custom forms with automated tasks

  • Effortlessly capture new investment opportunities information with custom web forms tailored for private equity and venture capital.
  • Personalize web forms with your logo and brand colors, and embed your unique web form link to your website.
  • Each submission triggers automated tasks: create new deal, company, or contact profiles, or save them for later review.

FAQs

What is deal flow?
In the investment world deal flow (or dealflow) means the funnel of investment opportunities one company has in specific time and district. It usually contains multiple seed stage deals, that have to be evaluated before making investment decision.
What is a deal flow management software?

Deal flow management software like Zapflow is the core tool for private equity (PE) and venture capital (VC) firms. It helps them to streamline their investment processes, from deal sourcing to deal closing and relationship nurturing.  Best deal flow softwares offer automated tasks, streamlined workflows and facilitates data-driven decisions.

What benefits does pipeline management software provide for the private equity deal sourcing?
Pipeline management software, like Zapflow, adds efficiency and data-driven insight into every stage of the private equity process. Centralized deal information helps investment teams streamline, track and monitor data, allowing them to make better-informed decisions. Our tailored settings and web forms let you create a customized due diligence processes, ensuring you choose the right deals and close them faster.
What sets Zapflow apart from other deal flow management solutions?

Traditional CRMs, designed for simpler interactions, struggle with the complexities of PE deal flow. Zapflow bridges this gap. It offers sophisticated features tailored for intricate PE transactions, streamlines due diligence with robust document management, and provides advanced pipeline tracking with customizable stages. Unlike general CRMs, Zapflow integrates seamlessly with financial systems and offers dedicated modules for investor relations and compliance. Zapflow is customizable and secure, helping PE firms manage their deal flow efficiently and confidently. It also offers tools for post-investment management.

 

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