- Fundraising Management
- Investor Management
- Reports
- Portfolio Management
- Video
Streamline your investments with Zapflow.
Starts from $1,590/Month
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Zapflow is a cloud-based productivity tool specifically crafted for ambitious professional investors who are looking to streamline their deal flow and portfolio management process. With Zapflow,VCs and investors can manage their entire deal runway and portfolios with tremendous ease and ... Read More
Fundraising management is the process of organizing fundraising events that involve individuals, businesses, charity foundations, or government agencies, and fundraising managers are the people in charge of these activities. A fundraising manager oversees a company's or organization's fundraising efforts. They handle the department's whole fundraising efforts. Managing the budget, supervising staff or volunteers, planning events, cultivating donors, and writing grants are just a few responsibilities. These executives devise excellent donation-increasing techniques. They oversee a group of people and keep them on track. They hire, train, lead and manage the personnel in charge of collecting money. Without their knowledge and efforts, a corporation would not maintain its operations.
Investor management is an essential feature in any software designed for financial management. It provides a comprehensive platform for businesses and organizations to manage their investors and stakeholders efficiently. This feature allows users to create and maintain a detailed record of all their investors, including their personal information, investment portfolio, and communication preferences. One of the primary functions of investor management is to help businesses stay organized and keep track of their stakeholders. With this feature, businesses can easily access vital information about their investors, such as investment history
A report is a type of writing that is organized around identifying and examining issues, events, or results that have occurred in the physical world, such as occurrences within an organization or findings from a research inquiry. Your report aims to figure out if the marketing methods you're currently employing are working and how you may improve them. The report's breadth can vary based on the topic matter and the number of platforms you're gathering data from. Marketing reports are intended to help you improve your marketing methods, but you won't be able to do so until you measure your results.
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfolio management (PPM) is used by project managers and project management organisations (PMOs) to assess the possibility for a project's success. Organizations and managers can see the full picture using project portfolio management.
Video is a multimedia format that combines visual images, audio, and sometimes animation to convey information or tell a story in a dynamic way. It is a popular feature used in various software programs, allowing users to not only view but also create and edit videos for various purposes. With the advancement in technology, videos have become an essential part of our daily lives, offering a more engaging and interactive way of communication. Videos can be used for educational, entertainment, or business purposes, making it a versatile and
The process of welcoming new clients, ensuring that their inquiries and concerns are addressed, and delivering new products and services as needed is called onboarding. Depending on the firm, onboarding can take different forms, from welcome calls to user groups to training sessions. Despite the fact that it is commonly viewed as a need to sustain customers and deepen their connections, many firms struggle with the coordination of onboarding procedures and their execution through numerous departments.
The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all part of the process. Persons can use task managers to achieve their goals, or groups can collaborate and share expertise to achieve collective goals. Management of all aspects of a task, including its status, priority, time, human and financial resource assignments, recurrence, dependency, and so on, is required for effective task management. The primary activities of task management can be grouped in this way. Specialized software, such as workflow or project management software, can manage many persons or team responsibilities. Task-oriented project managers keep a detailed and up-to-date project schedule and are usually adept at leading team members and moving the project forward.
Payments are an essential feature in any software that deals with transactions or monetary activities. This feature allows users to make and receive payments securely and efficiently. It acts as a bridge between the user and the financial institutions or payment gateways. The Payments feature provides a hassle-free and streamlined payment process, making it easier for users to complete transactions. It is equipped with various payment methods, such as credit/debit cards, digital wallets, and bank transfers, giving users flexibility in choosing their preferred mode of payment
Starts from $1,590
Yearly plans
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Starter
$99
/Month
Bespoke CRM for investors
Dealflow management
Dealflow reports
Fundraising
Tasks
Portfolio management
Target company reporting: custom
Web forms: 1
Pro
$495
/Month
Includes features of Starter plan, plus
Fund management
Web forms: Unlimited
Max entries: Unlimited
Pro +
$1,590
/Month
Includes features of Pro plan, plus
Target company reporting
Enterprise
$3,995
/Month
Includes features of Pro + plan, plus
Tailored reports: Unlimited
Tailored memorandums: Unlimited
Priority development
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Disclaimer: Pricing information for Zapflow is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Contact
+1 305-496-9545
Customer Service
Online
Location
Palo Alto, California
Zapflow is a cloud-based productivity tool specifically crafted for ambitious professional investors who are looking to streamline their deal flow and portfolio management process. With Zapflow,VCs and investors can manage their entire deal runway and portfolios with tremendous ease and accuracy, enabling them to make smarter, quicker decisions while improving daily operations. Zapflow eliminates the need to waste time and energy on manual processes: saving you countless hours every month and optimizing the workflow and analysis of your investments.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta