Loopio
Loopio streamlines RFP and proposal response processes with automated tools for content management and collaboration, helping teams create efficient and organized proposals.
Raizer
Raizer helps startups connect with relevant investors by utilizing AI to reach out to venture capitalists and angel investors.
Tango
Tango is client engagement software for creative agencies, facilitating proposal approval, automated invoicing, payment, and easy purchasing of add-on services.
Vartana
Vartana is a B2B platform that helps sales reps close deals and simplifies payment processes for buyers, streamlining the overall closing experience.
illio
Illio is a modular wealth platform that provides analytics, visualizations, and insights to improve transparency and understanding of wealth for clients and advisors.
Cyndx
Cyndx is an AI-based platform for discovering and analyzing potential acquisition deals, focusing on private companies and their financial activities.
Proposeful
Proposeful enables users to send proposals and contracts, track client interactions, and expedite sales with electronic signatures.
Zomentum
Zomentum is a sales acceleration app for technology partners that automates sales tasks, streamlines client interactions, and provides tools for proposal management and revenue analysis.
Standard Metrics
Standard Metrics is an automated platform that facilitates financial transparency between startups and investors, aiding founders in decision-making for growth.
Finna
Finna is an app that supports Investor Relations by streamlining processes, enhancing engagement, and ensuring compliance with tools for communication and data analysis.
Vestlane
Vestlane is a platform for managing investor onboarding and compliance processes for private funds, streamlining workflows and ensuring regulatory adherence.
Propoze
Propoze is a proposal management app that enables users to easily create and share sales proposals, designed for freelancers and small businesses.
Clientary
Clientary is a comprehensive app for managing projects, proposals, invoices, and client communications in one centralized platform.
Bidsketch
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.
Irwin
Irwin is an investor relations app that helps public companies and their advisors manage relationships with the investment community using technology and data.
InvestGlass
InvestGlass is a Swiss automation platform for financial professionals, offering tools for CRM, portfolio management, and client engagement to enhance operational efficiency.
BlueGamma
BlueGamma is a user-friendly platform for financing teams to easily download EURIBOR, SONIA, and SOFR curves.
Pepper
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
NMI
NMI is a payment solution app that enables businesses to accept payments securely across multiple platforms including in-store, online, and mobile.
Strabo
Strabo is a cloud-based app for tracking global financial accounts, managing personal finances, and analyzing spending to improve budgeting and financial planning.
Alphathena
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
Finpace
Finpace develops software that automates workflows for financial advisory teams, improving compliance and reducing time waste for both advisors and clients.
Hubly
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 is a secure virtual data room for managing financial transactions, facilitating collaboration, and supporting due diligence across various industries.
Kwanti
Kwanti provides portfolio analytics for financial advisors, assisting with model building, client analysis, and proposal generation through a web-based platform.
Sourcescrub
Sourcescrub is a deal sourcing platform that provides investment and M&A teams with insights on private markets by integrating data from various sources.
Zbizlink
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.
Ombud
Ombud is a platform for enterprise RevOps teams that enhances the creation of sales and business documentation using collaboration, project management, and machine learning.
bunch
Bunch is a cloud platform for private funds and investors that centralizes financial data, aggregates accounts, and provides dashboards and forecasts for liquidity, portfolio, and cash management.
VESTBERRY
Vestberry is a portfolio management app for VC investors, offering data integration, analytics, and insights for informed investment decisions and optimal performance.
Solutions
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