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Deaflow Management
Leverage our comprehensive dealflow management system to seamlessly source, evaluate, and execute transactions with underlying funds, ensuring the strategic cultivation and maintenance of diversity within your investment portfolio. Evaluate the viability of each potential deal, aligning the assessment with the investment strategy and objectives of your fund. Scrutinize factors such as compatibility with the fund's targeted sectors, risk-return profiles, and the potential contribution to the overarching goal of portfolio diversification. This systematic approach ensures a discerning and strategic investment process that aligns with the fund's overarching objectives.
Fundraising Pipeline
Optimize your capital-raising endeavors with the assistance of our fundraising management module. Our tool is crafted to enhance efficiency and streamline the entire fundraising process, tracking progress of each stage. Organize your fundraising opportunities easily, categorizing by any attribute such as commitment amounts or opportunity owner. Furthermore, conduct comprehensive reviews of open and lost opportunities, offering valuable insights into the dynamics of your fundraising efforts.
CRM with data enrichment
Our powerful CRM system provides a comprehensive directory to store information pertaining to contacts, companies, and investors. It facilitates the seamless update of dynamic information, ensuring a well-organized repository. Additionally, the system enables the consolidation of insights, task assignments, and activity tracking within a centralized interface. The integration of email functionality, along with BCC email forwarding features, centralizes all communication within the platform, enhancing operational efficiency. Furthermore, our Clearbit integration enriches your data with public information found on the internet, providing an added layer of depth and context to your records.
KYC / Compliance
Enhance the efficiency of your compliance and risk management procedures with Zapflow. Our platform simplifies the verification of investor identities, assessment of risk profiles, and adherence to Anti-Money Laundering (AML) regulations. Facilitating seamless onboarding of new investors, our system enables thorough due diligence, AML screenings, verification of the source of funds, and the collection of requisite documentation for a comprehensive evaluation of each investor's risk profile. Zapflow streamlines these critical processes to ensure a robust and compliant investment environment.
Fund Management
Our fund management module acts as a centralized hub, furnishing a succinct overview of crucial elements pertaining to your fund's endeavors. Delve into comprehensive summaries encompassing active and lost opportunities, along with insights into both active and exited commitments, fund holdings, and any associated documentation - all consolidated within a single, intuitive interface.
Deafult Reports
Indulge in the insightful reports crafted by Zapflow, providing you with a nuanced perspective on your dealflow pipeline. These reports are intricately designed to offer a comprehensive overview, allowing you to glean valuable insights and meticulously review the activity and performance of your dealflow pipeline.
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Experience Zapflow
Our specialized tools are exclusively designed for Funds-of-Funds professionals like you, providing you with a competitive edge in today's dynamic financial world
Achieve clarity in your underlying assets, streamline workflows, and make informed decisions with confidence.
Your Funds-of-Funds journey just got a whole lot smarter.