Zenvest Review: Is It The Right Investment Portfolio Management Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial & Free Plan Available
Add to compare
Overview
Pricing
Features
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
What is Zenvest?
Introducing Zenvest, a powerful deal management software that allows you to easily share opportunities with a network of investors. With Zenvest, you can efficiently manage your investment club with self-determined rules and guidelines. This all-in-one solution offers an alternative method of investing for your community, with a user-friendly interface that simplifies the process. It provides investors with a variety of options to choose from and enables interaction within the community and with founders. As a white-label solution, Zenvest delivers a seamless experience for funding opportunities and growing your investor community. You can also track portfolio performances, collect funds and signatures, and share reports and deals, making it a comprehensive tool for your investment needs.
Pricing
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Zenvest Screenshots
Zenvest was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Zenvest
- Team types
- Freelancers / Consultants, Large Enterprises
Ready to try it?
Get started with Zenvest
Start your free trial — no credit card required.
Still comparing?
See how it stacks up
Compare Zenvest side-by-side with top Investment Portfolio Management Software alternatives.
What is the pricing of Zenvest?
Zenvest Pricing Plans
Basic
4 deals, 50 investors : Free
8 deals, 100 investors : €49 per month
12 deals, 250 investors : €149 per month
Above : €299 per month
Dealflow
Show more +
Pro
4 deals, 50 investors : €99 per month
8 deals, 100 investors : €149 per month
12 deals, 250 investors : €299 per month
Above : €499 per month
Includes features of Basic plan, plus
Show more +
Premium
4 deals, 50 investors : €199 per month
8 deals, 100 investors : €499 per month
12 deals, 250 investors : €999 per month
Above (custom)
Includes features of Pro plan, plus
Show more +
Enterprise
- See if Zenvest fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
What are the features of Zenvest?
An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source.…
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives…
Storing a document, usually, a digital document, in a document management system is known as document storage (DMS). We now employ electroni…
Electronic signature is a technology that allows individuals to sign electronic documents and transactions in a legal and secure manner. It…
Fundraising management is the process of organizing fundraising events that involve individuals, businesses, charity foundations, or governm…
Investor management is an essential feature in any software designed for financial management. It provides a comprehensive platform for busi…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
Zenvest security and data handling
Key compliance certifications and security features for IT and security teams evaluating Zenvest.
Certifications
Developer & data
Alternatives to Zenvest
Zenvest Support Options
Frequently Asked Questions About Zenvest
Common questions buyers ask before choosing Zenvest.
Zenvest is a Investment Portfolio Management Software. Zenvest offers Portfolio Management, Dashboard, Document Storage, Investor Management, Audit Trail and many more functionalities.
Some top alternatives to Zenvest includes Vestd, SaaSLicense, Qualified, Workvivo and Kushim Dealflow.
Zenvest offers Free Trial, Freemium, Subscription pricing models
The starting price is not disclosed by Zenvest. You can visit Zenvest pricing page to get the latest pricing.
Ready to try it?
Get started with Zenvest
Start your free trial — no credit card required.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].