Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Tradepost.ai
Tradepost.ai is an AI-driven platform for analyzing financial data, providing insights from newsletters, SEC filings, and market sentiment to aid investment decisions.
Loopio
Loopio streamlines RFP and proposal response processes with automated tools for content management and collaboration, helping teams create efficient and organized proposals.
Estii
Estii is estimation software that enables service businesses to collaboratively create and export commercial proposals for pricing and project scoping.
DealHub.io
DealHub.io is a platform that streamlines the sales process through CPQ, contract management, billing, and subscription management, integrating with popular CRM systems.
Quill AI
Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.
Quotient
Quotient is quoting software that streamlines the creation, delivery, and management of customized quotes for businesses, enhancing collaboration and tracking.
Vumi
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
Synaptic
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
Oneflow
Oneflow automates the entire contract process, enabling creation, collaboration, signing, and management of contracts in a single platform.
Gain.pro
Gain.pro is a private market intelligence platform providing insights on companies, investors, and industries using advanced technology and local research.
Irwin
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
Datasite
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
Pepper
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Revv
Revv is a document automation platform for creating, sending, and signing documents electronically, ensuring compliance and security while facilitating workflows.
Edgefolio
Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.
Kwanti
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
SigFig
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
iQuoteXpress
iQuoteXpress is a web-based app that automates sales quoting by allowing users to create, manage, and track proposals with accurate product information.
Asora
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Shootih
Shootih helps small and medium companies manage cash flow, forecasts, investments, and tax efficiency on a single platform.
Jiga
Jiga streamlines sourcing manufactured parts by connecting users with vetted suppliers, allowing direct communication, and tracking quotes and orders efficiently.
Scaido.io
Scaido.io automates business sales processes, simplifying the preparation of quotes and proposals in integration with CRM systems like Pipedrive or HubSpot.
Ansarada
Ansarada is a secure platform for managing high-stakes financial projects, offering tools for data sharing, collaboration, and document management in M&A and fundraising.
FastSpring
FastSpring IQ provides customized, interactive pricing quotes on a private page to enhance the buying experience for prospects.
uman.ai
uman.ai is a B2B sales tool that automates proposal creation, client support, and onboarding, enhancing sales efficiency and engagement with actionable insights.
Flowcase
Flowcase helps professional services firms create and manage resumes and case studies to improve their bid success rate efficiently.
Apropo
Apropo is a proposal automation tool for software development that helps create accurate project estimates and provides real-time budget tracking.
Tango
Tango is client engagement software for creative agencies, facilitating proposal approval, automated invoicing, payment, and easy purchasing of add-on services.
Tresmark
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.