We use an innovative multi-module structure that streamlines front office operations.
1
Understand your network
Investors can understand their relationships in more detail. This allows investment teams to see the deals and stages that intermediaries were involved in and track fees expensed.
2
Zapflow Explorer
The Zapflow Explorer uses AI to search over 420 million websites for competing companies. You can automatically export this list into Zapflow and track them as part of your CRM.
3
Intelligent tagging
Intelligent tagging lets you gain insights into your contacts, companies, or investors, providing you with the ability to search for relevant entities.
4
Improved experience
Our platform allows users to improve their investor experience. We are a front office solutions with all the features any investment team needs.