Quoter
Quoter is a quoting software for IT service providers that streamlines quote creation, management, and tracking while integrating with other business tools.
Proposify
Proposify is a cloud-based software for creating, managing, and tracking sales proposals with features like templates, e-signatures, and CRM integration.
Flowcase
Flowcase helps professional services firms create and manage resumes and case studies to improve their bid success rate 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.
Kore
KoreConX is a platform that helps companies manage capital raising, securities issuance, and shareholder relations, ensuring compliance and enhancing investor communication.
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.
EILLA
EILLA is an AI platform that automates tasks and supports decision-making in M&A, VC, and PE deals, enhancing workflow efficiency and productivity.
Sharesight
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Streamlined Finance
Streamlined Finance is an investment research app that provides financial data, analysis tools, and portfolio management features for individual investors and professionals.
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.
iQuoteXpress
iQuoteXpress is a web-based app that automates sales quoting by allowing users to create, manage, and track proposals with accurate product information.
Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Momenteo
Momenteo helps users track work, expenses, and travel in a calendar, while automating accounting generation.
FastSpring
FastSpring IQ provides customized, interactive pricing quotes on a private page to enhance the buying experience for prospects.
Gain.pro
Gain.pro is a private market intelligence platform providing insights on companies, investors, and industries using advanced technology and local research.
Consumer Edge
Consumer Edge provides global transaction revenue data to help businesses predict earnings, forecast sales, and identify growth opportunities.
Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Synaptic
Synaptic provides a no-code platform for investors to access diverse alternative data for company insights and investment research.
Countercyclical
Countercyclical is an investment research platform for teams to create valuations, collaborate securely, and manage the investment lifecycle efficiently.
Tilkee
Tilkee is a document management tool that tracks how documents are viewed and interacted with, providing analytics to enhance sales and marketing strategies.
Revv
Revv is a document automation platform for creating, sending, and signing documents electronically, ensuring compliance and security while facilitating workflows.
Quick FPA
Quick FPA provides free estimation tools for creating detailed project scopes quickly, helping to maintain budget compliance.
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.
PrivCo
PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.
SigFig
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Tegus
Tegus is a research platform that provides market intelligence and private company insights for institutional investors and analysts.
Responsive
Responsive is software for managing responses to RFPs, RFIs, and similar requests, using AI to automate and streamline content creation and team collaboration.
Growjo
Growjo tracks the growth of companies and startups globally, providing data on revenue, employee numbers, funding, and market trends for informed business decisions.
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.
Solutions
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