Investment and Budget Allocation
Customer Success
CROFirst Weekly Roundup: Gong, 73 Strings, Varicent, Apollo, ZoomInfo, and More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping revenue management, private markets, AI-powered go-to-market execution, workflow integration, and sales technology. This week’s developments...
Investment and Budget Allocation
Kahua Raises Growth Investment From Bain Capital at Valuation Above $1B
Kahua, an AI enterprise building platform for complex capital programs, raised a minority growth round at a valuation north of $1 billion from Bain...
Investment and Budget Allocation
F2 Secures $5M Investment From Golub Capital to Advance AI in Private Credit
F2 has formed a strategic partnership with Golub Capital that includes a $5 million investment and the deployment of F2’s AI technology across the...
Investment and Budget Allocation
73 Strings Acquires Callisto to Streamline Complex Private Markets Workflows With AI and Data
Private markets financial technology provider 73 Strings announced the acquisition of Paris-based fintech startup Callisto, accelerating its deployment of agentic AI technology across private...
Customer Success
CROFirst Weekly Roundup: Arcana, Concurrent, Winstone Wealth Partners, Oracle Health, G2, ZoomInfo & More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping investment infrastructure, wealth management, healthcare revenue operations, go-to-market execution, and...
Investment and Budget Allocation
Scaling Independence: How Concurrent’s Acquisition of Winstone Wealth Partners Reshapes the Investment Ecosystem
Independent Registered Investment Adviser (RIA) platform Concurrent Investment Advisors announced the strategic addition of Houston-based Winstone Wealth Partners to its 1099 affiliation platform. Led...
Customer Success
CROFirst Weekly Roundup: R1, Arcana, CAIS, Perficient, Abrigo, and More!
Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping healthcare revenue management, modern investment infrastructure, capital markets, agentic front-office...
Investment and Budget Allocation
Unifying Modern Asset Infrastructure: How Arcana’s Partnership with Hurricane Capital Redefines Investment and Revenue Management
Portfolio intelligence platform Arcana announced a strategic partnership with Hurricane Capital, a global alternative investment management firm spanning fundamental equity, credit, fixed income, futures,...
Investment and Budget Allocation
CAIS Scales Capital Markets Ecosystem as Advisor Demand Surges for Structured Notes and Hedging Strategies
After a 93% year-over-year boost in transaction volumes over the first half of 2026, independent alternative investment platform CAIS has extended its platform capabilities...
Investment and Budget Allocation
Transient Raises Investment From Nasdaq Ventures for AI Governance
Transcient.AI has announced a strategic investment from Nasdaq Ventures as part of its Series A funding to enable bank-grade governance & security for enterprise...
Customer Success
CROFirst’s Weekly Roundup: ECLAT, Ramp, SoFi, Payward, SalesCloser, Tendril, Alteryx, and More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping autonomous revenue recovery, AI-powered financial operations, digital asset infrastructure, intelligent...
