Zapflow
Zapflow brings deal, fundraising, portfolio, investor reporting, and compliance workflows into one platform for alternative investment teams.
What Zapflow is
Zapflow brings deal, fundraising, portfolio, investor reporting, and compliance workflows into one platform for alternative investment teams. Its Front Office package covers deal flow, fundraising, and exit management. Investor Relations includes a CRM, an LP portal, and investor report generation; Portfolio Management covers holdings plus quarterly and ESG reports. Compliance includes KYC/AML, sanction-list screening, and risk management. Teams can connect through a REST API and integrations with eFront, iLevel, Power BI, and Tableau. Deployment choices include multi-tenancy, dedicated cloud, hybrid cloud, and on-premise solutions. Access controls include granular read, write, and hidden permissions, with information barriers for insider projects. Authentication supports multifactor methods and single sign-on. Zapflow says it maintains ISO 27001:2022 certification and complies with GDPR, SOC 2, and DORA. Each has a 12-month minimum billing period. Zapflow supports web, iOS, Android, API, and self-hosted use.
Good
- Combines deal, fundraising, portfolio, and compliance workflows.
- Includes CRM, LP portal, and investor report generator.
- Offers granular permissions and insider-project information barriers.
- Supports cloud, hybrid, and on-premise deployment.
- No limits on deals or projects, per its pricing FAQ.
Watch out
- No free plan is listed.
- 12-month minimum billing period.
- Setup fee varies with operational complexity.
- Onboarding is typically 1–4 weeks.
Who it suits
Zapflow is aimed at private equity, venture capital, real estate, family office, and corporate development teams. Its workflow packages suit teams managing investments, investors, reporting, or compliance.
Verdict
Zapflow brings several investment-team workflows into a single platform, with multiple deployment, integration, and access-control options. Review the package scope and upfront annual commitment, including any setup fee, before choosing it.
Plans and prices
From Zapflow's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Investor Relations | €199 a month | Investor Report Generator · Investor Portal / Extranet · CRM · unlimited investors · unlimited read-only users · custom portal domain · € 199 / fund / mo; minimum billing period 12 months |
| Portfolio Management | €199 a month | Quarterly Reports · ESG Reports · Holdings · unlimited reporting cycles · customizable report templates · dynamic report templates · € 199 / fund / mo; minimum billing period 12 months |
| Compliance | €995 a month | KYC/AML · Sanction List Screening · Risk Management · unlimited investors · 300+ sanction lists tracked · € 995 / month; minimum billing period 12 months |
| Front Office | €995 a month | Dealflow Management · Fundraising · Exit Management · unlimited team users with similar permissions and access · € 995 / team / mo; minimum billing period 12 months |
The facts
Each one read from Zapflow's own pages, with the date it was checked.
What it does
- Access controls
- Zapflow describes granular read, write, and hidden permissions, plus insider projects with information barriers.checked 3 Oct 2026
- Authentication
- Supported authentication features include multifactor methods such as SMS, email, authenticator apps, and hardware tokens, as well as single sign-on.checked 3 Oct 2026
- Data protection
- The security page says data is encrypted at rest and network traffic uses encrypted protocols; it also describes daily automated backups and virus scanning of customer files.checked 3 Oct 2026
- Deal and fundraising
- The Front Office package includes deal flow management, fundraising, and exit management.checked 3 Oct 2026
- Deployment
- Deployment options include multi-tenancy, dedicated cloud, hybrid cloud, and on-premise solutions.checked 3 Oct 2026
- Integrations
- Zapflow lists a REST API, eFront and iLevel back-office integrations, and connectivity with Power BI and Tableau.checked 3 Oct 2026
- Investor relations
- The Investor Relations package includes a CRM, LP portal, and investor report generator.checked 3 Oct 2026
- Portfolio reporting
- Portfolio Management includes quarterly reports, ESG reports, and holdings.checked 3 Oct 2026
- Pricing limits
- The pricing FAQ says there are no limits on the number of deals or projects and that team users can be unlimited when they share similar permissions and access.checked 3 Oct 2026
- Purpose
- Zapflow combines deal, fundraising, portfolio, investor reporting, and compliance workflows in one platform for alternative investment teams.checked 3 Oct 2026
- Security certifications
- Zapflow says it maintains ISO 27001:2022 certification and is compliant with GDPR, SOC 2, and DORA.checked 3 Oct 2026
- Target users
- The site identifies private equity, venture capital, real estate, family offices, and corporate development teams as intended users.checked 3 Oct 2026
Money
- Billing and onboarding
- Zapflow says billing is upfront with a 12-month minimum period, and pricing includes a setup fee that varies with operational complexity; onboarding is typically 1–4 weeks.checked 3 Oct 2026
The company
- Company
- Zapflow's about page describes the company as independent and privately held and says its founding idea originated in 2015.checked 3 Oct 2026
- Headquarters
- Otakaari 7, FI-02150 Espoo, Finlandchecked 28 Sep 2026
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