Alphathena
alphathena.com
Alphathena provides tools for personalized investing, including direct indexing, automated tax-loss harvesting, and portfolio management solutions for financial advisors.
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.
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.
DocSales
docsales.com
DocSales is a B2B SaaS app that automates the creation, sending, and management of proposals and contracts, including eSigning functionality for faster deal closures.
XaitPorter
xait.com
Cloud-based platform for collaborative authoring and automation of complex business documents, with workflow, permissions, automated formatting/layout/numbering and content reuse.
Ziggma
ziggma.com
Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.
Nintex
nintex.com
Nintex is a workflow automation platform that helps organizations optimize processes, automate tasks, and improve efficiency with a user-friendly interface.
VESTBERRY
vestberry.com
Vestberry is a portfolio management app for VC investors, offering data integration, analytics, and insights for informed investment decisions and optimal performance.
Reportedly
reportedly.co
Reportedly facilitates communication and updates between investors, advisors, and companies.
OpenRound
openround.vc
OpenRound is an investor relations CRM that helps founders manage VC and angel fundraising by tracking relationships and providing a database of over 5,500 early-stage investors.
Foundercrate
foundercrate.com
Foundercrate is a SaaS platform that helps startup founders manage fundraising and investor relations efficiently, allowing them to focus on growing their business.
Floww
floww.io
Floww is a software platform for venture capital, offering data management, investment reporting, and deal flow management with a focus on data security and ease of use.
Dealight AI
dealight.ai
Dealight AI automates real-time customer research for service firms, identifying potential clients to increase meeting booking rates.
Flowlie
flowlie.com
Flowlie is a cloud-based platform that helps startup founders streamline fundraising, manage investor relations, and optimize outreach strategies for better funding outcomes.
Stockspot
stockspot.com.au
Stockspot is a digital investment adviser in Australia that offers automated portfolio management using low-cost ETFs for a hands-off investing approach.
Pontera
pontera.com
Pontera is a fintech app that enables financial advisors to manage clients' retirement accounts efficiently, ensuring comprehensive wealth management.
Ginmon
ginmon.de
Ginmon is a financial management app that assists users in tracking investments, managing portfolios, and analyzing financial data for informed decision-making.
Alto
altoira.com
Alto is an investment platform that allows users to diversify retirement portfolios by investing in alternative assets like real estate, art, and cryptocurrency through self-directed IRAs.
Q4
q4inc.com
Q4 is an investor relations platform that streamlines investor engagement, analytics, and compliance for public companies, enhancing communication and transparency.
Measurabl
measurabl.com
Measurabl is an ESG data management app for commercial real estate, helping users track and manage sustainability metrics and comply with regulations.
Identifee
identifee.com
Identifee is an engagement platform for financial services that provides automated insights and training to enhance customer experience and increase revenue.
Altvia
altvia.com
Altvia is a platform for private equity firms that streamlines fundraising, tracks investor engagement, and manages communications and data analysis for better capital raising.
Jacobi
jacobistrategies.com
Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.
Proposable
proposable.com
Proposable is a platform for creating, tracking, and signing web-based proposals efficiently, designed for small teams and startups with integrated eSignature features.
Estii
estii.com
Estii is estimation software that enables service businesses to collaboratively create and export commercial proposals for pricing and project scoping.
RFP360
rfp360.com
RFP360 is a request management app that helps teams create, manage, and evaluate RFx documents in a centralized digital workspace.
Acquirell
acquirell.com
Acquirell is a procurement technology suite for SMBs that automates procurement processes, manages supplier relations, and analyzes spending within a single system.
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