Ginmon
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Alphathena
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Hubly
Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.
Kwanti
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
Sourcescrub
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
OpenRound
OpenRound is an investor relations CRM that helps founders manage VC and angel fundraising by tracking relationships and providing a database of over 5,500 early-stage investors.
Floww
Floww is a software platform for venture capital, offering data management, investment reporting, and deal flow management with a focus on data security and ease of use.
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 is a CRM designed for deal-driven industries, offering tools for relationship management, data entry automation, and alert systems to enhance professional networking.
Pitch Power
Pitch Power helps users create structured business proposals and pitches, improving communication and effectiveness for various audiences.
DocSales
DocSales is a B2B SaaS app that automates the creation, sending, and management of proposals and contracts, including eSigning functionality for faster deal closures.
XaitPorter
Cloud-based platform for collaborative authoring and automation of complex business documents, with workflow, permissions, automated formatting/layout/numbering and content reuse.
Veridion
Veridion is a business intelligence platform that enriches supplier data for onboarding and compliance, providing accurate insights from multiple sources.
Dealight AI
Dealight AI automates real-time customer research for service firms, identifying potential clients to increase meeting booking rates.
Stockspot
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
Pontera
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Jacobi
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
QorusDocs
QorusDocs is an AI-powered software that automates proposal creation, helping enterprise teams respond to RFPs effectively and increase win rates.
WorkRails
WorkRails is a software that streamlines the creation of professional services quotes, enhancing accuracy and reducing time in sales processes for technology companies.
Acquirell
Acquirell is a procurement technology suite for SMBs that automates procurement processes, manages supplier relations, and analyzes spending within a single system.
Reportedly
Reportedly facilitates communication and updates between investors, advisors, and companies.
Foundercrate
Foundercrate is a SaaS platform that helps startup founders manage fundraising and investor relations efficiently, allowing them to focus on growing their business.
Flowlie
Flowlie is a cloud-based platform that helps startup founders streamline fundraising, manage investor relations, and optimize outreach strategies for better funding outcomes.
Alto
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
Q4
Q4 is an investor relations platform that streamlines investor engagement, analytics, and compliance for public companies, enhancing communication and transparency.
Measurabl
Measurabl is an ESG data management app for commercial real estate, helping users track and manage sustainability metrics and comply with regulations.
Identifee
Identifee is an engagement platform for financial services that provides automated insights and training to enhance customer experience and increase revenue.
Altvia
Altvia is a platform for private equity firms that streamlines fundraising, tracks investor engagement, and manages communications and data analysis for better capital raising.
RFP360
RFP360 is a request management app that helps teams create, manage, and evaluate RFx documents in a centralized digital workspace.
Solutions
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