Getting started with Zapflow

Get to know the basics

Mikko Pirinen avatar Support avatar Jesse Balsam avatar
21 articles in this collection
Written by Mikko Pirinen, Support, and Jesse Balsam

Inviting a buy-side guest user

Want to add a buy-side guest user to one of your deals?
Jesse Balsam avatar
Written by Jesse Balsam
Updated over a week ago

Fundraising & LP relationships

Learn how to manage your fundraising efforts in Zapflow.
Mikko Pirinen avatar
Written by Mikko Pirinen
Updated over a week ago

Inviting a sell-side guest user

Want to add a sell-side guest user to one of your portfolio companies?
Jesse Balsam avatar
Written by Jesse Balsam
Updated over a week ago

Zapflow 101

In less than a minute you'll be ready get started!
Mikko Pirinen avatar
Written by Mikko Pirinen
Updated over a week ago

Use tasks to stay organized

Learn how to assign tasks to yourself or your team members
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Written by Support
Updated over a week ago

Status updates (aka notifications)

Stay up-to-date with your team progress with updates.
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Written by Support
Updated over a week ago

Stages & Statuses

Learn how and why stages & statuses are different.
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Written by Support
Updated over a week ago

Adding and removing users

Learn how to add and remove users in Zapflow
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Written by Support
Updated over a week ago

Creating new deals

It's super easy to create deals and monitor their progress!
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Written by Support
Updated over a week ago

Passing deals

When it's time to say "No thanks", just pass that deal!
Mikko Pirinen avatar
Written by Mikko Pirinen
Updated over a week ago

Receiving deal candidates using your web form

Have them fill in the data for you using the Zapflow web form!
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Written by Support
Updated over a week ago

Working with deals & emails

Easily create deals in Zapflow by forwarding emails to your dedicated email address.
Mikko Pirinen avatar
Written by Mikko Pirinen
Updated over a week ago

Adding deals with your mobile

Just met someone with a possible opportunity? Share the love (or lack thereof) with your team while on the go!
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Written by Support
Updated over a week ago

Working with filters

Filters are powerful when working with deals.
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Written by Support
Updated over a week ago

Download your Android or iOS app (free)

Add, edit, pass and review deals while on the go. With these simple instructions, you'll get going in no time at all!
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Written by Support
Updated over a week ago

Moving a deal to portfolio

How to move a deal to your portfolio?
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Written by Support
Updated over a week ago

Working with Dropbox

How you I work with deal documents in Dropbox?
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Written by Support
Updated over a week ago

Deleting a deal

How can you delete a deal in Zapflow?
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Written by Support
Updated over a week ago

Investment Memorandums

Learn how to quickly create investment memos, which you can share with your stakeholders.
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Written by Support
Updated over a week ago