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Enterprise Layer Intelligence
Categories/CRM/Zapflow
Zapflow

Zapflow

Founded by Petteri Lahtela in 2015

Manage deal flow, portfolio companies, and investor relations for alternative investment teams

Pricing model

Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Zapflow to organize your alternative investment workflows across venture capital, private equity, and real estate. The system tracks incoming deal flow, automates due diligence stages, and monitors portfolio company performance in real time. You can coordinate fundraising outreach, share reports with limited partners, and conduct automated KYC and AML compliance checks. By replacing disconnected spreadsheets and emails, you can centralize all interaction histories, documents, and key investment metrics in one organized workspace to make faster, data-informed capital allocation decisions.

What Zapflow does

Log new inbound investment opportunitiesAssign due diligence tasks to team membersTrack fund commitment statuses across prospective investorsGenerate performance reports for limited partnersPerform automated KYC and AML verification checksCollect quarterly financial metrics from portfolio companiesDistribute custom ESG questionnaires to investeesConfigurable deal flow pipeline trackingAutomated due diligence task workflowsFundraising pipeline and investor relations CRMReal-time portfolio company performance analyticsAutomated KYC and AML compliance verificationDedicated LP portal for limited partner reportingCustom ESG survey builder and data collection

Pricing breakdown

Pricing model: Paid

PlanList price
Front Office (per team) (annual billing)$1,995 / mo, billed annually
Investor Relations (per fund) (annual billing)$399 / mo, billed annually
Portfolio Management (per fund) (annual billing)$199 / mo, billed annually
Compliance (annual billing)$1,995 / mo, billed annually

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Zapflow, venture capital CRM, private equity, deal flow management, portfolio tracking, fundraising management, LP portal, investor reporting, KYC compliance, AML checks, alternative assets, fund management, due diligence workflow