Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorte
Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorte
We understand the foundations of building a prosperous business strategy and the art of translating it into an actionable, data-backed financial plan. We can fine-tune your operations to reach set milestones. Our origins sitting in the investor seat and advising on multiple capital raising and M&A transactions equips us with the expertise to plan and support the execution of value-enhancing transactions. We've also spearheaded financial teams of high-growth firms, mastering the craft of achi
We are BeyondScale, on a mission to build a mobile learning app to help organizations create internal courses for their workforce easily. eLearning is booming and we aim to tap into the under-served non-IT L&D market and make a difference in the livelihoods of millions of people. Company has started in 2016, we have been primarily catering services to financial companies based out of the US east coast. Our customers range from medium-sized enterprises to small-sized start-ups across a wide v
Canary is an AI-powered chatbot platform that lets businesses embed intelligent, custom-trained chatbots on their websites in minutes. Upload your knowledge base — URLs, documents, or Q&A pairs — and Canary creates a conversational AI agent that answers customer questions 24/7. Features include real-time analytics, conversation insights, human handoff for live chat takeover, customizable widget styling, and multi-platform install support. Built for small to mid-size businesses looking to aut
Roomzey is a cloud-based property management system built specifically for Australian motels and small hotels. It combines calendar-first booking management, guest directories, housekeeping boards, and GST-compliant invoicing with a full built-in accounting suite, including P&L, BAS/GST reporting, asset register with ATO-compliant depreciation, balance sheet, and 20 management KPIs. No separate accounting software required. Flat-rate pricing at $100 AUD/month with no booking fees, no per-roo
FundraiserMax is an all-in-one fundraising platform and donor CRM built for political campaigns, nonprofits, and 501(c) organizations. It combines donation tracking, donor relationship management, event fundraising, email outreach, and campaign finance tools in a single, easy-to-use platform. Unlike partisan-only tools, FundraiserMax is nonpartisan and works for campaigns at every level of government. Features include real-time fundraising analytics, AI-enabled smart automation, compliance repor
Domara is AI-powered property management software built for independent landlords with 1-50 units. Core features are free forever — properties, tenants, AI lease drafting, online rent collection, maintenance tracking, messages, and marketplace listings. Pro ($12/mo) adds unlimited e-signatures, bookkeeping, AI receipt scanning, and financial reports (P&L, Schedule E, Rent Roll). No per-unit fees. Tenants pay the processing fees, not landlords. Built in 2026 with modern AI technology — not le
Nitx Ads is an AI-powered advertising platform that helps businesses, marketers, and agencies create, manage, and optimize digital advertising campaigns from a single workspace. Instead of switching between multiple advertising and analytics tools, Nitx Ads centralizes campaign planning, audience targeting, performance monitoring, reporting, and optimization into one streamlined platform. Using AI-driven insights, marketers can make smarter decisions, improve campaign efficiency, reduce wasted
Covarity is a loan monitoring platform that automates the post-origination work financial institutions typically manage on spreadsheets and email chains - covenant tracking, borrower document collection, borrowing base calculations, and portfolio risk alerts. Used to monitor over $40 billion in committed capital across 15,000+ loans, Covarity is trusted by 30% of Canadian credit unions and monitors more than half of Canada's margined loans. The platform supports commercial C&I, commercial r
L&T Technology Services Limited (LTTS) is a global engineering services company that specializes in providing advanced technology solutions across various industries, including automotive, aerospace, industrial products, and telecommunications. The company focuses on digital transformation, offering services in areas such as Internet of Things (IoT), artificial intelligence, and product engineering. With a strong emphasis on innovation and sustainability, LTTS leverages its extensive expert
Shadow is a narrative intelligence provider that enables communications teams to monitor and navigate competitive landscapes in real-time. Built on a narrative engine that unifies media, social, search, and AI data, Shadow identifies which positions are emerging, contested, or open and helps you execute on them: launch strategies, media pitches, social content, SEO, GEO, trend-jacking, E&A. Whether you have an existing strategy or you're looking for how to break in, Shadow helps you map the
Bado is a cutting-edge SaaS ecosystem engineered to optimize operations for the Retail and F&B sectors. Based in Ho Chi Minh City, we provide high-performance, AI-driven solutions tailored for both household businesses and growing enterprises. Our platform integrates seamless management tools—from advanced QR-based ordering to high-speed barcode scanning—designed to deliver operational clarity and precision. Powered by a dedicated team of over 100 professionals, Bado is committed to driving
IgniteUp is the leadership activation platform that turns training programs into weekly behavior change. Unlike LMS platforms that track course completion, IgniteUp measures real adoption — through weekly leadership micro-actions, an AI coach (Spark), and KHI dashboards (Key Habit Indicators) that surface behavior shifts before the annual engagement survey. Built for HR, L&D, and large enterprises who want proof that leadership training actually works.
Hype-Index© is the indispensable talent briefing for the modern music industry. Each day, we surface selected new music and deliver it to a global audience of music industry professionals, including A&Rs, record labels, press, publishers, PRs, DSP teams, live agents and tastemakers. With over 4,000 music industry professionals subscribed and 14,000 monthly website pageviews, Hype-Index© is the modern music industry's trusted signal for emerging talent and an early indicator of the artists
BH&P is a full-service creative and inbound marketing agency based in Reading, UK, specializing in delivering standout campaigns for sectors such as energy, finance, AI, and technology. As a Certified B Corporation, BH&P combines behavioral psychology, brand strategy, and media performance to help future-focused organizations achieve growth, build trust, and drive real-world change. Key Features and Functionality: - Behavior Change Strategy: Utilizes behavioral science, stakeholder ma
Peeksta is a comprehensive platform designed to help businesses and marketers discover and analyze successful advertising campaigns. By providing insights into winning ads, Peeksta enables users to understand current market trends, optimize their marketing strategies, and enhance their advertising performance. Key Features and Functionality: - Ad Discovery: Access a vast database of successful advertisements across various industries and platforms. - Performance Analysis: Evaluate the effectiv
Og.ai is an advanced artificial intelligence platform designed to revolutionize marketing strategies by leveraging cutting-edge AI technologies. It offers a suite of tools that enable businesses to analyze consumer behavior, predict market trends, and automate marketing campaigns, thereby enhancing efficiency and effectiveness. Key Features and Functionality: - Consumer Behavior Analysis: Utilizes AI algorithms to interpret and predict customer preferences and purchasing patterns. - Market Tr
Make Influencer is an AI-powered platform designed to streamline and enhance influencer marketing campaigns. By leveraging advanced artificial intelligence, it simplifies the process of identifying, analyzing, and collaborating with influencers, enabling brands to maximize their marketing impact efficiently. Key Features and Functionality: - Influencer Discovery: Utilizes AI algorithms to identify influencers who align with a brand's target audience and values. - Performance Analytics: Provide