Zapflow

6.3easy start · #20of 25
in Investor Relationship Management Software

Free to practise onno
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, self-hosted, Web. Paid plans from €199/mo.

Zapflow is ranked #20 of 25 in investor relationship management software on The Geeks Club. It runs on Android, API, iOS, Self-hosted, Web. There is no free plan. Paid plans start at €199/mo.

Zapflow plans and pricing

All plans

Portfolio Management €199/mo € 199 / fund / mo; minimum billing period 12 months Quarterly Reports · ESG Reports · Holdings · unlimited reporting cycles · customizable report templates · dynamic report templates zapflow.com · 3 Oct 2026

Investor Relations €199/mo € 199 / fund / mo; minimum billing period 12 months Investor Report Generator · Investor Portal / Extranet · CRM · unlimited investors · unlimited read-only users · custom portal domain zapflow.com · 3 Oct 2026

Front Office €995/mo € 995 / team / mo; minimum billing period 12 months Dealflow Management · Fundraising · Exit Management · unlimited team users with similar permissions and access zapflow.com · 3 Oct 2026

Compliance €995/mo € 995 / month; minimum billing period 12 months KYC/AML · Sanction List Screening · Risk Management · unlimited investors · 300+ sanction lists tracked zapflow.com · 3 Oct 2026

Compared on investor relationship management software

Free plan: No
Email sync: Yes
Deal pipeline: Yes
LP and investor records: Yes
Portfolio tracking: Yes
Mobile app: Yes

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The record

Purpose: Zapflow combines deal, fundraising, portfolio, investor reporting, and compliance workflows in one platform for alternative investment teams.
Target users: The site identifies private equity, venture capital, real estate, family offices, and corporate development teams as intended users.
Deal and fundraising: The Front Office package includes deal flow management, fundraising, and exit management.
Investor relations: The Investor Relations package includes a CRM, LP portal, and investor report generator.
Portfolio reporting: Portfolio Management includes quarterly reports, ESG reports, and holdings.
Integrations: Zapflow lists a REST API, eFront and iLevel back-office integrations, and connectivity with Power BI and Tableau.
Deployment: Deployment options include multi-tenancy, dedicated cloud, hybrid cloud, and on-premise solutions.
Access controls: Zapflow describes granular read, write, and hidden permissions, plus insider projects with information barriers.
Authentication: Supported authentication features include multifactor methods such as SMS, email, authenticator apps, and hardware tokens, as well as single sign-on.
Security certifications: Zapflow says it maintains ISO 27001:2022 certification and is compliant with GDPR, SOC 2, and DORA.
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.
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.
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.
Company: Zapflow's about page describes the company as independent and privately held and says its founding idea originated in 2015.
Price from: €199/mo

Where it ranks on The Geeks Club

Best Investor Relationship Management Software in 2026#20 of 25

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Sources

zapflow.com· checked 3 Oct 2026
zapflow.com/pricing· checked 3 Oct 2026
zapflow.com/features-and-integrations· checked 3 Oct 2026
zapflow.com/security· checked 3 Oct 2026
zapflow.com/aboutus· checked 3 Oct 2026