Investment and Budget Allocation
Investment and Budget Allocation
iConnections Introduces Pipelines to Streamline Relationship Management for LPs and GPs
iConnections has unveiled Pipelines, a new productivity and relationship-management feature designed to help limited partners (LPs) and general partners (GPs) convert conversations into meaningful fundraising and investment progress. Integrated...
Investment and Budget Allocation
RF Investment Partners Completes Two Software Exits
RF Investment Partners, a leading growth capital investor, is pleased to announce the successful exits of two software platforms, NetVendor and OffenderWatch. The transactions...
Customer Success
CROFirst’s Weekly Roundup: Metronome, Syntax Data, Rallyware, Ant International, Solutions by Text, Trulioo & More!
Welcome to CROFirst’s Weekly Roundup — your essential source for the latest advancements in revenue optimization, investment strategy, customer engagement, and analytics-driven decision-making. This...
Investment and Budget Allocation
dSilo Secures Wellington Management Investment to Advance ProcureGPT™ and Expand AI Capabilities
dSilo has secured a strategic venture investment from Wellington Management to accelerate the development of ProcureGPT™, its industry-first domain-specific AI model for procurement and...
Investment and Budget Allocation
Syntax Data and PM Insights Partner to Address $3 Trillion Private Market Data Gap as RIAs Demand Public-Private Parity
Syntax Data, a financial data and technology provider offering data-optimized index solutions, and PM Insights, a leading independent market data provider for venture-backed private companies,...
Investment and Budget Allocation
Franklin Templeton Partners with Wand AI to Deploy Agentic AI Across Global Operations
Franklin Resources, Inc., operating as Franklin Templeton, has announced a multi-year strategic partnership with Wand AI to deploy agentic AI at scale across its...
Investment and Budget Allocation
Apex Fintech Solutions and Evergreen Wealth Join Forces to Transform Digital Wealth Management
In a significant move for the wealth-management ecosystem, Apex Fintech Solutions Inc. (“Apex”) announced a strategic collaboration with Evergreen Wealth, a digital, forward-thinking Registered...
Customer Success
CROFirst’s Weekly Roundup: Leapfin, Airwallex, CapitalSpring, Invoca, nCino, Esker, Ibotta & More
Welcome to CROFirst’s Weekly Roundup — your essential digest of the latest in strategic revenue management, investment strategy, customer success, and performance analytics. This...
Investment and Budget Allocation
CapitalSpring Secures $505 Million in Initial Close for $1 Billion Flagship Fund
CapitalSpring, a leading investment firm specializing in franchised and multi-location businesses, announced it has secured over $505 million in commitments for its seventh flagship...
Investment and Budget Allocation
Wilshire Appoints Todd Cassler as Chief Revenue Officer
Wilshire, a leading investment solutions and analytics platform with over $1.5 trillion in assets under advisement and $125 billion in assets under management, announced...
Investment and Budget Allocation
Alleviate Secures $150 Million from Sound Point Capital to Pioneer the “Debt-to-Wealth” Industry
Alleviate Financial Solutions has secured a $150 million growth investment from Sound Point Capital Management. This funding will speed up its goal to change...