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
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Overview
Pricing
Features
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Security & Compliance
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What is Zenvest?
Zenvest is deal management software that lets fund managers and investment clubs share opportunities with a network of investors and manage the full investment cycle. It supports self-determined club rules, portfolio tracking, document collection, and digital signatures in one platform. A white-label option lets organizations deliver the experience under their own brand.
Pricing
Free Trial available
Best For
Suited for 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
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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
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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
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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
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Enterprise
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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.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].