Fundwave
Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.
Affinity
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
Canopy
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
Stockpulse
Stockpulse is an AI tool that analyzes financial news and data, providing insights and reports for informed investment decisions across various financial sectors.
Maximizer
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
Nasdaq
The Nasdaq app offers real-time financial data, customizable watchlists, market analysis, and educational resources for informed investing and portfolio management.
Sharesight
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Vidyard
Vidyard is a video platform that helps businesses create, share, and analyze personalized videos for sales and marketing purposes.
Carta
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Inven
Inven is an AI tool that helps users find M&A targets by scanning websites for similar companies based on their criteria, streamlining deal sourcing.
BeyondIRR
BeyondIRR is a B2B app that helps investment professionals enhance client experiences with technology, insights on markets, and access to exclusive investment products.
Finbox
Finbox is an investment platform providing tools for stock research, portfolio management, and valuation, helping investors analyze companies and track market performance.
StockInsights AI
StockInsights AI helps investors analyze public company filings and conduct efficient research with AI-driven insights, real-time updates, and customizable dashboards.
Grata
Grata is a platform that helps users find, research, and engage with private companies for M&A and investment purposes, streamlining the dealmaking process.
Kubera
Kubera is a portfolio tracker that allows users to manage and monitor various assets like stocks, crypto, and real estate in one secure platform.
Hebbia
Hebbia is an AI search engine that automates document analysis and data processing to streamline research and improve decision-making for knowledge workers.
RightCapital
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Quoter
Quoter is a quoting software for IT service providers that streamlines quote creation, management, and tracking while integrating with other business tools.
Nitrogen
Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.
Ignition
Ignition is a platform that automates proposals, billing, and payments for professional services, helping businesses get paid faster and streamline operations.
Creatio
Creatio is a no-code platform for automating workflows and CRM, enhancing customer interactions and operational efficiency through AI-driven tools.
Proposify
Proposify is a cloud-based software for creating, managing, and tracking sales proposals with features like templates, e-signatures, and CRM integration.
RELAYTO
RELAYTO transforms static PDFs and presentations into interactive content hubs, enhancing viewer engagement with no coding required.
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.
Streamlined Finance
Streamlined Finance is an investment research app that provides financial data, analysis tools, and portfolio management features for individual investors and professionals.
Kore
KoreConX is a platform that helps companies manage capital raising, securities issuance, and shareholder relations, ensuring compliance and enhancing investor communication.
Ziggma
Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.
Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Foundersuite
Foundersuite is a platform that streamlines fundraising for startups, offering tools for managing investor relations, tracking investments, and providing essential documents.
Responsive
Responsive is software for managing responses to RFPs, RFIs, and similar requests, using AI to automate and streamline content creation and team collaboration.