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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Navable is a versatile software suite designed for alternative asset management, enabling fund managers and private market firms to transition essential financial and investor operations from spreadsheets to a streamlined digital platform that enhances efficiency and clarity. By automating carried interest and compensation planning, it effectively manages vesting schedules, allocations, co-investment programs, award letters, and reporting all in one centralized location, which minimizes manual errors and reduces operational burdens. The platform features a personalized total compensation dashboard that offers employees insights into their salary, bonuses, carry, and co-investment values, thereby fostering better retention and awareness of incentives. Additionally, Navable facilitates a comprehensive digital onboarding process for investors, including e-subscriptions, customizable workflows, compliance management, and a secure portal for investors, along with tools for capital calls, distributions, document management, and regulatory compliance checks. Furthermore, it offers aggregated reporting and insights at the fund level for general partners, enhancing their decision-making capabilities. Ultimately, Navable empowers firms to optimize their operations while ensuring a greater level of transparency for all stakeholders involved.

Description

Zapflow is a comprehensive software solution tailored for investment teams, offering a range of functionalities from deal flow management to portfolio and fund management, as well as CRM and LP/ESG reporting. Specifically crafted for alternative investment professionals, it seamlessly adapts to the specific requirements of various businesses, including those in private equity, venture capital, family offices, or corporate VC. Introduced in 2016, Zapflow addresses the common challenges encountered with fragmented software solutions for investment teams, providing a cohesive and efficient approach. Zapflow serves as a cloud-based productivity tool crafted for professional investors to effectively manage their deal flow. By saving considerable time each month, facilitating informed investment decisions, and optimizing daily operations, we empower you to maximize your productivity and focus on your investment strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook

Integrations

Microsoft Outlook

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$199 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Navable

Founded

2021

Country

United States

Website

www.navable.com

Vendor Details

Company Name

Zapflow

Founded

2016

Country

Finland

Website

www.zapflow.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives