Investment and Budget Allocation
Investment and Budget Allocation
Coatue Expands Access to Technology-Focused Investment Strategy via CAIS Platform
Coatue announced that its Coatue Innovative Strategies Fund (CTEK) is now available on CAIS expanding access to the firm’s public-private investment strategy for financial...
Investment and Budget Allocation
Paymentology Secures $175 Million to Expand Global Payments Infrastructure Platform
Paymentology has announced a $175 million funding round led by Apis Partners and Aspirity Partners to facilitate its scale-up globally, foster new product development,...
Investment and Budget Allocation
Dynamic Advisor Solutions Expands South Carolina Presence Through Capasso Partnership
Dynamic Advisor Solutions, who does business as Dynamic Wealth Advisors, has ventured into South Carolina via a partnership with Capasso Planning Partners, a registered...
Investment and Budget Allocation
Ciridae Raises $20 Million to Bring AI Operating Systems to Mid-Market Businesses
Ciridae has raised $20 million in seed funding led by Accel, with participation from Andreessen Horowitz, General Catalyst, Sunflower Capital, and Backcountry Ventures, to expand...
Investment and Budget Allocation
Morningstar and PitchBook Bring AI-Powered Investment Intelligence to Perplexity
Following Morningstar Inc. and PitchBook Data, Inc. have introduced the world's latest integration for trusted investment intelligence within the Perplexity AI. This collaboration gives...
Customer Success
CROFirst Weekly Roundup: RS2, iCapital, Anthropic, NIQ, QuantumStreet AI, and Grant Thornton Drive AI-Powered Revenue Innovation
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment intelligence, pricing optimization, institutional analytics, and...
Investment and Budget Allocation
Fazeshift Secures $22M to Advance Autonomous Finance Operations
Fazeshift, an AI-first platform dedicated to automating accounts receivable (AR) workflows, has secured $17 million in Series A funding that has pushed its total...
Investment and Budget Allocation
Addepar Launches ADX to Strengthen Enterprise Data and AI Capabilities for Investment Firms
Addepar has introduced Addepar Data Exchange (ADX), a managed data environment designed to help investment organizations unify, manage, and activate data across complex systems...
