Strategic Revenue Management
Customer Success
CROFirst Weekly Roundup: Fieldguide, MindBridge, PitchBook, Morningstar, ServiceNow, Pricefx, Viadex, FullyRamped, Nooks & More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue operations, capital allocation, sales enablement, subscription monetization, AI-powered customer experience, private credit analytics,...
Investment and Budget Allocation
Industrializing Portfolio Operations: How Clearlake Capital and Google Cloud’s Full-Stack AI Partnership Redefines Private Equity Value Creation
Global investment firm Clearlake Capital Group, L.P. announced a strategic partnership with Google Cloud to deploy full-stack artificial intelligence and digital modernization infrastructure across...
News
Helcim Secures $53 Million Series C Funding to Modernize Payment Processing Infrastructure for Credit Unions and SMBs
A Calgary-based fintech powerhouse, Helcim has pulled $53 million CAD in Series C rounds through the BDC - which Growth Venture Fund is partled,...
News
FV Bank Launches Global Managed Accounts to Give Fintechs Direct Banking and Compliance Infrastructure
Recently, the digital bank FV Bank, which holds a U.S. license, has made the announcement that it is now offering Global Managed Accounts (GMA),...
Staff Writers
How to Create a Revenue Growth Plan in 2026: A Step-by-Step Guide to Scaling Predictable Revenue
Growth is no more about churning out the biggest number you can get on the board. EY finds just 11% of those they’ve surveyed...
News
Scaling Autonomous Go-To-Market Execution: How Nooks’ Acquisition of FullyRamped Redefines Revenue Operations
Revenue Agent Platform Nooks announced the acquisition of FullyRamped, an AI-native sales coaching platform known for its realistic voice-based AI roleplay agents. As part...
News
Arintra Secures $25M to Expand AI-Powered Healthcare Revenue Platform
Arintra has raised $25 million in Series B funding, bringing its total funding to $51 million, to expand its agentic AI platform for healthcare...
Investment and Budget Allocation
Victory Capital Boosts Asset Management Scale With First Eagle Acquisition
Victory Capital Holdings has entered into a definitive agreement to acquire 100% of First Eagle Investments from Genstar Capital and First Eagle employees, expanding...
News
Waystar Expands AltitudeAI Platform with Agentic Capabilities to Drive Autonomous Healthcare Revenue Cycles
Healthcare payment software provider Waystar has unveiled new agentic capabilities within its Waystar AltitudeAI platform. Designed to take autonomous action across complex revenue cycle...
News
Pricefx and ServiceNow Bring AI-Powered Deal Optimization Into Sales Workflows
Pricefx, an AI pricing software provider, recently rolled out an integration capability with ServiceNow, making its pricing intelligence feature that is powered by AI...
Investment and Budget Allocation
Morningstar and PitchBook Expand AI-Powered Market Intelligence With Gemini Enterprise Integration
Investment research powerhouse Morningstar, Inc. and its private market intelligence subsidiary PitchBook announced planned Model Context Protocol (MCP) integrations with Google Cloud’s Gemini Enterprise...
