Blue J is an AI-powered tax research platform that provides tax professionals with fast, accurate, and verifiable answers to their tax questions. The platform leverages generative…
Portfolio
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Blue J is an AI-powered tax research platform that provides tax professionals with fast, accurate, and verifiable answers to their tax questions. The platform leverages generative…
Canopy is a leading practice management software designed specifically for accounting and tax firms. It offers an all-in-one solution that streamlines operations, enhances client…
AlphaSense is the technology behind the business world’s most important decisions – from Wall Street to boardrooms across every major industry. Trusted by over 6,500 leading compa…
7shifts is a team management platform designed to simplify employee scheduling, streamline team communication, and manage payroll for restaurants.
Bill.com is a financial operations platform that streamlines accounts payable and accounts receivable processes for businesses and accounting firms.
Backbase is an AI-powered banking platform that offers a range of solutions for retail, small business, commercial, private, and wealth management banking.
Bluefin is building a decentralized financial ecosystem with a focus on high-performance trading, including derivatives and spot trading, leveraging the Sui blockchain for scalabi…
Boosted.ai is redefining how the world invests by building intelligent, adaptive, and personalized AI to make smarter decisions accessible to every platform, institution, advisor,…
Cambridge Mobile Telematics (CMT) is the world’s largest telematics and AI company for safer mobility. Its mission is to make the world’s roads and drivers safer. The company’s AI…
Cassini Systems is a leading provider of margin and collateral analytics, recognized for its information security and ISO 27001 certification. It won the Best UMR Service of the Y…
DadeSystems offers accounts receivable automation software that simplifies the invoice to cash process, enhancing cash flow management through digital invoicing, cash application,…
Evalueserve provides a range of services including market research, data analytics, and business intelligence solutions to help organizations make informed decisions.
HealthEquity is a leading provider of health savings accounts (HSAs) and other consumer-directed benefit accounts, offering employers insights and solutions to lower healthcare co…
Inbox Health delivers a personalized patient billing experience that reduces waste and improves payment metrics, focusing on automating patient billing processes for healthcare or…
Details are not available yet. The company remains listed.
Kasisto is a leader in AI-powered experiences for financial institutions, providing solutions that enhance customer engagement and operational efficiency through predictive and ge…
Lendio is a leading small business financing platform that connects small businesses with a network of over 75 lenders to provide various funding options, including SBA loans, lin…
Nvoicepay provides a comprehensive platform for accounts payable (AP) automation, enabling businesses to streamline their payment processes, manage vendor payments, and control em…
Plaid is a financial technology company that enables businesses to build innovative fintech solutions by providing access to consumer financial data. Their platform supports a var…
Projectworks is an AI-powered platform designed for consulting firms, offering tools for proposals, time tracking, resource management, invoicing, and financial forecasting to enh…
Point Predictive is a technology company that provides advanced fraud detection and verification solutions for the lending industry, utilizing a proprietary data repository and ar…
Procurify is an AI-powered procurement platform that provides total spend control for finance and operations teams, managing everything from purchase requests to payments.
Q4 is on a mission to simplify the technology behind investor relations, removing obstacles so companies can connect more easily with the right investors. The Q4 Platform is a sin…
Quovo is a data platform providing connectivity to consumer financial accounts, centralizing, organizing, and enriching data from millions of accounts across more than 14,000 inst…
Roostify is a software development company that offers a digital online lending platform for mortgage loans, helping home lenders process more than $50 billion in loans every mont…
Details are not available yet. The company remains listed.
Details are not available yet. The company remains listed.
TIO is a cloud-based multi-channel bill payment processing and receivables management provider, serving the largest telecom, wireless, cable, and utility bill issuers in North Ame…
TouchBistro is a restaurant management POS system that provides tools for managing restaurant operations, including order management, payments, and customer engagement.
Details are not available yet. The company remains listed.
VersaPay simplifies the invoice-to-cash process by automating invoicing, facilitating B2B payments, and streamlining cash application with AI.
MarginEdge is a restaurant management software platform that helps restaurant operators and accountants streamline their operations through automated invoice processing, food cost…
Benefitbay is an end-to-end ICHRA administration platform that empowers individuals to make their own benefit decisions, providing personalized health benefits through Individual…
Circit is an independent evidence platform that connects corporate accounting data to the source of truth, enabling verifiable AI across audit, banking, and the office of the CFO.
Aquilance provides personal bookkeeping, concierge bill payment, cash flow reporting, and multi-entity accounting services specifically designed for affluent families managing com…
BetterComp offers modern compensation technology designed for HR teams to efficiently handle market pricing of jobs. Their platform automates workflows, integrates machine learnin…
SteelEye provides an integrated compliance platform for financial services, focusing on trade and communications surveillance, record keeping, and regulatory reporting, leveraging…