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.
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.
Responsive
Responsive is software for managing responses to RFPs, RFIs, and similar requests, using AI to automate and streamline content creation and team collaboration.
Storydoc
Storydoc is an AI-powered app for creating interactive presentations, proposals, and reports, integrating with sales tools for personalized content and analytics.
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.
Loopio
Loopio streamlines RFP and proposal response processes with automated tools for content management and collaboration, helping teams create efficient and organized proposals.
Revv
Revv is a document automation platform for creating, sending, and signing documents electronically, ensuring compliance and security while facilitating workflows.
Estii
Estii is estimation software that enables service businesses to collaboratively create and export commercial proposals for pricing and project scoping.
Quotient
Quotient is quoting software that streamlines the creation, delivery, and management of customized quotes for businesses, enhancing collaboration and tracking.
Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
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.
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.
Gain.pro
Gain.pro is a private market intelligence platform providing insights on companies, investors, and industries using advanced technology and local research.
Pepper
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Irwin
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
Edgefolio
Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.
Quick FPA
Quick FPA provides free estimation tools for creating detailed project scopes quickly, helping to maintain budget compliance.
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.
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.
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.
Apropo
Apropo is a proposal automation tool for software development that helps create accurate project estimates and provides real-time budget tracking.
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