Inven
inven.ai
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.
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.
DeepStream
deep.stream
DeepStream is a cloud-based e-sourcing platform that streamlines the procurement process from supplier selection to contract management.
Investipal
investipal.co
Investipal is an AI-driven app for portfolio management that automates investment policy creation, offers personalized advice, and tracks investments with real-time updates.
Nusii
nusii.com
Nusii is a proposal management tool that helps users create, send, and track proposals with customizable templates and collaboration features.
Quick FPA
quickfpa.com
Quick FPA provides free estimation tools for creating detailed project scopes quickly, helping to maintain budget compliance.
Altruist
altruist.com
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
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.
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.
AlphaResearch
alpharesearch.io
AlphaResearch is an investment research platform that helps users extract insights from financial texts and data to aid in informed investment decisions.
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.
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.
Vumi
vumi.io
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
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.
Vyzer
vyzer.co
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Capcade
capcade.com
Capcade is a platform for private market collaboration, offering tools for investors and service providers to manage deals within a secure and integrated environment.
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.
TaskSuite
tasksuite.com
TaskSuite is a cloud-based loan management platform that automates and streamlines the loan lifecycle, enhancing efficiency for brokers and lenders.
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.
Hubly
myhubly.com
Hubly helps financial advisory firms manage workflows and client relationships through a visual dashboard, integrating with existing tools for improved efficiency and compliance.
Datasite
datasite.com
Datasite is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
Tegus
tegus.com
Tegus is a research platform for investors, offering market data, expert call transcripts, and compliance tools to support informed investment decisions.
Doceo
doceo.tv
Doceo provides retail investors access to regular updates from investment managers via short analytical videos.
Databento
databento.com
Databento provides easy access to real-time and historical financial data on US equities and futures, with customizable formats and user-friendly APIs.
Aiera
aiera.com
Aiera is an app that monitors live Wall Street events, offering real-time transcriptions and audio, along with company data search and collaboration tools.
PrivCo
privco.com
PrivCo offers detailed financial data and insights on U.S. private companies, helping users with research, analysis, and informed decision-making.
Visible
visible.vc
Visible is an app that allows startups to manage investor updates, raise funds, and track performance metrics, simplifying communication between founders and investors.
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.
Tango
tangoagreements.com
Tango is client engagement software for creative agencies, facilitating proposal approval, automated invoicing, payment, and easy purchasing of add-on services.
RevOps
revops.io
RevOps is a Deal Desk platform that streamlines deal creation, collaboration, pricing, and contracting while centralizing agreements and reducing errors.
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