Zapflow
Affinity
4Degrees.ai
DealCloud
Sevanta Dealflow
Venture360's Startup Fundraising Tool
HRU
Folk
Salesforce Financial Services Cloud
Redtail CRM
Simple
SmartOffice
DealCloud
Money Guide Pro
LearnVest
TAMARAC
Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach.
Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.
Zapflow Salesforce Financial Services CloudAffinity - Relationship Intelligence, Reimagined
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
4Degrees.ai - Automatically track your relationships & deals with actionable intelligence to help you move them forward.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
