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DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.
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Investment Portfolio Management
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CapitalPulse is an AI-powered platform that helps finance teams manage working capital more effectively. It monitors cash flow across receivables, payables, and inventory in real time, surfacing risks early and explaining what is driving every change, before it becomes a problem. Finance teams can simulate the impact of different decisions, such as extending payment terms or accelerating collections, and see the projected cash outcome before committing. Once a decision is made, CapitalPulse tracks execution and maintains a full audit trail. It connects with ERP systems, Anaplan, and Databricks, keeping financial decisions aligned with existing plans and targets.
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Apica provides agentic-ready infrastructure purpose-built for the AI era. Apica helps enterprises take control of exploding telemetry volumes by providing the pipeline control, metrics foundation, and data readiness that AI agents demand, at up to 40% lower total cost of ownership than legacy observability platforms. Unlike platform-centric solutions that ingest everything indiscriminately and charge at every step, Apica's pipeline-first architecture processes, enriches, and governs telemetry before costly platform ingestion, giving enterprises clean, governed, real-time data without vendor lock-in. Apica Ascent, the only complete telemetry data management product suite purpose-built for agentic AI environments, serves global enterprises across financial services, healthcare, retail, telecommunications, and technology sectors. Recognized as a Visionary in the 2025 Gartner Magic Quadrant for Observability Platforms. Learn more at www.apica.io or visit docs.apica.io.
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ProjectWise is a solution to improve the project performance by integrating people, data, and processes throughout the project lifecycle.
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Ottimate (formerly Plate IQ) is AP automation AI that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow. Ottimate not only eliminates over 90% of the manual accounting process, but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team. Don’t just digitize AP. Ottimate it. Other software just digitizes the same painful, manual process. Ottimate is the AP automation AI that works with you and for you across the entire invoice lifecycle. AI That Understands Your Invoices Inconsistent formats. Unfamiliar abbreviations. Line item details. Ottimate can translate it all to your general ledger – so spot on you’ll say: “Wow, it actually knew what that invoice meant!” Ottimate’s Always Talking With Your ERP Never backfill your accounting or AP system again. With deep integration capabilities, detailed mapping, and source documentation links, Ottimate keeps everything up to date in both directions. AP That Pays You Back Paying bills won’t grow your bottom line – unless you Ottimate your payments. Boost cash flow by capitalizing on vendor-sponsored early payment discounts, eliminating unapproved invoice spend, and earning cash back with virtual cards. Workaround-Free Approvals Don’t settle to work any other way but yours. Ottimate instantly routes invoices through a custom approval workflow based on your line-item rules, no matter how complex. End-to-End AI for a Better Day-to-Day All companies have to do AP, but no single AP process is the same. Ottimate fits into your team’s unique dynamic – and works overtime so you don’t have to. Your AI-Powered Payment Partner Approve and schedule payments via check, ACH or virtual card – in a single click. While you’re at it, Ottimate will dig for discrepancies, monitor for missing invoices, and share real-time spend visibility, so you can make fast and informed decisions.
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Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .
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Automate, track, and manage budgets, commitments, spends, forecasts, and business processes within the organization and across the supply chain, including design coordination, field engineering, construction administration, and more. Develop multiple capital planning scenarios, include top-down and bottom-up cash flow models, and approve portfolios for execution.
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BERK Labs is a full-service marketing agency. We can grow your business with search engine optimization, branding, email campaigns, PPC, and social media. Grow your business. Launch better products. Enter new markets. Acquire loyal customers. Operate more effectively. Raise venture capital. Hire teammates faster. Build the future. Optimize your performance marketing channels to drastically improve ROI.
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Discover the power of Capital™ X Panel Designer, Siemens' cutting-edge cloud-native electrical CAD software that revolutionizes how engineers design electrical systems. Previously known as Capital Electra X, Capital X Panel Designer streamlines workflows, enhances productivity and overcomes common challenges in electrical panel design through robust cloud capabilities to help complete circuits 3 – 5x faster. No training, download nor installation required, just a secure sign-in and you’re in business. Learn more about Capital X Panel Designer: Discover the power of Capital™ X Panel Designer, Siemens' cutting-edge cloud-native electrical CAD software that revolutionizes how engineers design electrical systems. Previously known as Capital Electra X, Capital X Panel Designer streamlines workflows, enhances productivity and overcomes common challenges in electrical panel design through robust cloud capabilities to help complete circuits 3 – 5x faster. No training, download nor installation required, just a secure sign-in and you’re in business. Learn more about Capital X Panel Designer: https://bit.ly/4fP1uHu
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SAS® Solution for Regulatory Capital Compute regulatory capital measures with a single, end-to-end risk management environment. SAS Solution for Regulatory Capital computes and reports the regulatory credit risk measures of a bank portfolio under the Basel II, Basel III, and Basel IV standards. It optimizes the allocation of credit risk mitigants while computing the credit risk measures.
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StoneHaven is a B2B outbound agency that builds and runs cold outreach programs end to end. We identify the right decision-makers in your market, reach them at scale across email, phone and LinkedIn, handle every reply, and book qualified sales meetings directly onto your team's calendar. Each engagement is done-for-you. We research your market and build the target list, write the outreach, run the campaigns on dedicated sending infrastructure, manage the inbox and set the meetings. Campaigns are reviewed continuously, so what books calls gets scaled and what does not gets cut. We work with multimillion-dollar B2B companies across the US, Europe and Asia. Published programs in SaaS, marketing, cybersecurity, healthcare, legal, logistics and manufacturing have produced up to $50M in new pipeline for a single client.
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Avestor is an end-to-end private capital platform that helps entrepreneurs, investment managers, real estate operators, private lenders, venture capital firms, private equity firms, and other private market businesses raise, manage, and deploy capital through a single integrated solution. Whether you're launching your first investment offering or building a long-term investment management business, Avestor provides the technology, education, operational support, and professional services needed to simplify the entire capital formation process. The platform supports a wide range of capital-raising structures, including private investment funds, SPVs, syndications, real estate offerings, private credit vehicles, venture capital funds, private equity funds, and other customized investment structures. Avestor includes investor and manager portals, digital subscriptions, KYC/AML and accreditation verification, document management, electronic signatures, capital calls, distributions, reporting, investor communications, and workflow automation to help manage the complete investment lifecycle. Beyond software, Avestor provides implementation guidance, educational programs, live coaching, and access to a network of experienced legal, banking, accounting, compliance, and operational partners to help customers launch with confidence and scale more efficiently. By combining technology, expertise, and operational infrastructure into one platform, Avestor helps organizations spend less time managing complexity and more time raising capital, serving investors, and growing their business.
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wynEnterprise is a fully secured enterprise business intelligence software that delivers collaborative self-service reporting & analytics. With built-in tools for data governance, data modeling, data federation, scheduled distribution, and multi-tenancy, capitalizing on your data opportunities has never been easier.
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The aec360 business management platform offers an integrated cloud-based solution spanning your firm’s CRM, Enterprise Resource Planning (ERP), Human Capital Management (HCM), and BI needs. It is the industry’s broadest business suite purpose-built for AEC firms, and is designed to help your firm gain a 360-degree view of your clients, projects, finances, and employees.
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Designed from the ground up for maximum flexibility, Slatwall enables you to execute marketing strategies that will allow you to capitalize on emerging opportunities.
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VESTBERRY manages LP & GP relationships by advanced analytics for LPs to foster transparency and decision making.
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Today, data distribution for enterprise, cloud, mobile, and IoT throughout your organization is a crucial part of your digital infrastructure. For more than 25 years, TIBCO has led the industry in high-performance messaging technology, and today we offer the most comprehensive messaging portfolio available to meet a wide variety of use cases and deployment models. TIBCO Messaging is the foundation of the TIBCO Connected Intelligence platform, capitalizing on data in real time wherever it is, and making it available to applications that drive action based on analytical insights. If you are looking for the best in messaging, you've come to the right place.
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Cloze is an AI-powered real estate platform that enables brokerages, teams, and agents to capitalize on the relationships, local expertise, and brand that only they can offer. Cloze automatically unifies the data living across a brokerage's systems, tools, and communications into a single intelligence layer that increases productivity, lead conversion, and — for brokerages with core services — mortgage, title, and insurance capture that would otherwise go unrealized. Leaders like William Raveis, Baird & Warner, Brown Harris Stevens, Sotheby's International Realty, and Windermere rely on Cloze to stand apart through deeper client relationships, stronger agent retention, higher core services capture, and a brand experience uniquely their own.
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The new standard in fund administration. From transactions to distributions, Carta's unified suite of tools and services helps you run your fund with complete control. Experience the only fully connected platform that unifies portfolio management, fund administration, and LP comms.