Zapflow
4Degrees.ai
Affinity
DealCloud
Sevanta Dealflow
FullContact API
Folk
Attio
YouNeedABudget
Mint
GnuCash
HomeBank
Quicken
Money Manager Ex
MoneyDance
MoneyWallet
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 YouNeedABudgetBased on our record, YouNeedABudget seems to be more popular. It has been mentiond 55 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
You'll be going into a tight budget time, so get a really good system in place. If you don't have that you love already, I recommend YNAB (youneedabudget.com). It's envelope based and is really good for planning ahead for irregular expenses and for "rolling with the punches" if something comes up. It works differently than traditional monthly budget, so take time to use all the resources to learn the system. ... Source: about 1 year ago
I also said in a comment below, I use YNAB to track my financial life. This strategy only works if you have enough confidence in your finances to know that if I gave you a card with 100k credit limit, you would never spend more on it than what you have in your bank and has been budgeted for. If not, I cannot overstate how important it is to get your budget in order beforehand. There’s zero money saved if you pay... Source: about 1 year ago
If you aren’t already giving every dollar you make a job, earning more money will only get you so far. Check out YNAB, read all the free content about learning to plan and budget. Source: about 1 year ago
Track it by hand or in software. I started out with just a spreadsheet, but since then moved my whole budget to YNAB (youneedabudget.com), where you track all your individual savings goals as well as how your money will be used to cover regular (and irregular) expenses. Now the whole plan is in one place, and covers everything from how much is set aside for gardening supplies for this summer to the big... Source: about 1 year ago
Aside from all the other advice, get a subscription to YNAB (youneedabudget.com) and start using it religiously. It will help prevent any backsliding and will put you in a much better financial situation going forward. Source: about 1 year ago
4Degrees.ai - Automatically track your relationships & deals with actionable intelligence to help you move them forward.
Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.
Affinity - Relationship Intelligence, Reimagined
GnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
HomeBank - Access Financial Services. Easy, fee-free banking for entrepreneurs Get the financial tools and insights to start, build, and grow your business.
