Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Pepper
onpepper.com
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Propoze
propoze.app
Propoze is a proposal management app that enables users to easily create and share sales proposals, designed for freelancers and small businesses.
Tango
tangoagreements.com
Tango is client engagement software for creative agencies, facilitating proposal approval, automated invoicing, payment, and easy purchasing of add-on services.
Ombud
ombud.com
Ombud is a platform for enterprise RevOps teams that enhances the creation of sales and business documentation using collaboration, project management, and machine learning.
Strabo
strabo.app
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
Masttro
masttro.com
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
Enfusion
enfusion.com
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
InvestGlass
investglass.com
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
NMI
nmi.com
NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.
Finna
finna.ai
Finna is an app that supports Investor Relations by streamlining processes, enhancing engagement, and ensuring compliance with tools for communication and data analysis.
Irwin
getirwin.com
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Skylark AI
skylarkai.com
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
LeadCenter.AI
leadcenter.ai
LeadCenter.AI is an AI-powered platform for financial advisors that automates sales and marketing processes to enhance lead management and customer insights.
4Degrees
4degrees.ai
4Degrees is a CRM designed for deal-driven industries, offering tools for relationship management, data entry automation, and alert systems to enhance professional networking.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
Sourcescrub
sourcescrub.com
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
Pitch Power
pitchpower.ai
Pitch Power helps users create structured business proposals and pitches, improving communication and effectiveness for various audiences.
QorusDocs
qorusdocs.com
QorusDocs is an AI-powered software that automates proposal creation, helping enterprise teams respond to RFPs effectively and increase win rates.
RevOps
revops.io
RevOps is a Deal Desk platform that streamlines deal creation, collaboration, pricing, and contracting while centralizing agreements and reducing errors.
WorkRails
workrails.com
WorkRails is a software that streamlines the creation of professional services quotes, enhancing accuracy and reducing time in sales processes for technology companies.
DocSales
docsales.com
DocSales is a B2B SaaS app that automates the creation, sending, and management of proposals and contracts, including eSigning functionality for faster deal closures.
Nintex
nintex.com
Nintex is a workflow automation platform that helps organizations optimize processes, automate tasks, and improve efficiency with a user-friendly interface.
Veridion
veridion.com
Veridion is a business intelligence platform that enriches supplier data for onboarding and compliance, providing accurate insights from multiple sources.
Collaboration Capital
collaborationcapital.org
Collaboration Capital is a digital investment bank that helps companies find and manage M&A targets globally using AI technology.
Rundit
rundit.com
Rundit is a portfolio management and LP reporting platform for Venture Capital and Private Equity teams, streamlining data aggregation and reducing manual tasks.
VESTBERRY
vestberry.com
Vestberry is a portfolio management app for VC investors, offering data integration, analytics, and insights for informed investment decisions and optimal performance.
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