Propoze
propoze.app
Propoze is a proposal management app that enables users to easily create and share sales proposals, designed for freelancers and small businesses.
Standard Metrics
standardmetrics.io
Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.
Cyndx
cyndx.com
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Proposeful
proposeful.com
Proposeful enables users to send proposals and contracts, track client interactions, and expedite sales with electronic signatures.
Bidsketch
bidsketch.com
Bidsketch is a cloud-based app that helps users create, sign, and manage client proposals efficiently, offering templates, e-signatures, analytics, and time tracking features.
Vestlane
vestlane.com
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
Pepper
onpepper.com
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Zbizlink
zbizlink.com
Zbizlink is a cloud-based proposal management tool that automates the proposal process for teams, offering features like document templates and smart autofill for improved productivity.
Tango
tangoagreements.com
Tango is client engagement software for creative agencies, facilitating proposal approval, automated invoicing, payment, and easy purchasing of add-on services.
Ombud
ombud.com
Ombud is a platform for enterprise RevOps teams that enhances the creation of sales and business documentation using collaboration, project management, and machine learning.
Finna
finna.ai
Finna is an app that supports Investor Relations by streamlining processes, enhancing engagement, and ensuring compliance with tools for communication and data analysis.
Strabo
strabo.app
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
Masttro
masttro.com
Masttro is a wealth management app that provides a comprehensive view of assets and liabilities, enabling informed financial decisions with secure data management.
illio
illio.com
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
InvestGlass
investglass.com
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
Finpace
finpace.com
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
NMI
nmi.com
NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.
Rundit
rundit.com
Rundit is a portfolio management and LP reporting platform for Venture Capital and Private Equity teams, streamlining data aggregation and reducing manual tasks.
Edgefolio
edgefolio.com
Edgefolio is a fintech app that provides technology platforms to support capital introduction and hedge fund marketing teams in their fundraising efforts.
Irwin
getirwin.com
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Skylark AI
skylarkai.com
Skylark AI is a platform that uses AI to enhance marketing and financial analysis by automating tasks, centralizing data, and generating reports.
LeadCenter.AI
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.ai
4Degrees is a CRM designed for deal-driven industries, offering tools for relationship management, data entry automation, and alert systems to enhance professional networking.
Kwanti
kwanti.com
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
Sourcescrub
sourcescrub.com
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
Pitch Power
pitchpower.ai
Pitch Power helps users create structured business proposals and pitches, improving communication and effectiveness for various audiences.
QorusDocs
qorusdocs.com
QorusDocs is an AI-powered software that automates proposal creation, helping enterprise teams respond to RFPs effectively and increase win rates.
WorkRails
workrails.com
WorkRails is a software that streamlines the creation of professional services quotes, enhancing accuracy and reducing time in sales processes for technology companies.
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