Fundwave
Fundwave is a platform for managing fund administration, portfolio performance, investor relations, and deal tracking for various investment types.
FactSet
FactSet is a financial analytics platform that provides data management and risk analysis tools for investment professionals to support informed decision-making.
Stockpulse
Stockpulse is an AI tool that analyzes financial news and data, providing insights and reports for informed investment decisions across various financial sectors.
Affinity
Affinity is a relationship intelligence platform that automates data entry and manages networks for industries like finance and real estate.
Nasdaq
The Nasdaq app offers real-time financial data, customizable watchlists, market analysis, and educational resources for informed investing and portfolio management.
Databento
Databento provides easy access to real-time and historical financial data on US equities and futures, with customizable formats and user-friendly APIs.
Maximizer
Maximizer is a CRM solution for sales that helps manage customer relationships, track activities, and analyze performance efficiently.
BeyondIRR
BeyondIRR is a B2B app that helps investment professionals enhance client experiences with technology, insights on markets, and access to exclusive investment products.
StockInsights AI
StockInsights AI helps investors analyze public company filings and conduct efficient research with AI-driven insights, real-time updates, and customizable dashboards.
Canopy
Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.
InvestorHub
InvestorHub is an investor marketing platform that facilitates communication between public companies and shareholders, enhancing engagement and capital raising.
Storydoc
Storydoc is an AI-powered app for creating interactive presentations, proposals, and reports, integrating with sales tools for personalized content and analytics.
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.
Vidyard
Vidyard is a video platform that helps businesses create, share, and analyze personalized videos for sales and marketing purposes.
AlphaResearch
AlphaResearch is an investment research platform that helps users extract insights from financial texts and data to aid in informed investment decisions.
Carta
Carta is a platform for equity management, offering tools for cap table management, equity issuance, fundraising, and compliance for private companies.
Minoa
Minoa is a platform that helps sales teams create business cases to improve sales efficiency and secure larger deals.
Enfusion
Enfusion is a cloud-based investment management platform that integrates front, middle, and back-office functions for real-time portfolio tracking and analytics.
Scaido.io
Scaido.io automates business sales processes, simplifying the preparation of quotes and proposals in integration with CRM systems like Pipedrive or HubSpot.
Finbox
Finbox is an investment platform providing tools for stock research, portfolio management, and valuation, helping investors analyze companies and track market performance.
Quill AI
Quill AI automates parsing financial documents, extracting SEC data, and generating KPIs, to streamline research and analysis for public equity investments.
RELAYTO
RELAYTO transforms static PDFs and presentations into interactive content hubs, enhancing viewer engagement with no coding required.
Zapflow
Zapflow is a software platform for professional investors to manage deal flow, fundraising, and portfolio tracking efficiently.
Sharesight
Sharesight is an online portfolio tracker that automatically tracks stocks, ETFs, trades, and dividends, helping investors manage and analyze their investments efficiently.
Oneflow
Oneflow automates the entire contract process, enabling creation, collaboration, signing, and management of contracts in a single 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.
ClientPoint
ClientPoint is a platform for managing business relationships, facilitating scheduling, communication, and document sharing for clients and prospects.
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.
Quoter
Quoter is a quoting software for IT service providers that streamlines quote creation, management, and tracking while integrating with other business tools.
RightCapital
RightCapital is a financial planning software that helps advisors and clients manage financial situations with tools for budgeting, risk assessment, and tax analysis.
Solutions
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