Investment and Budget Allocation
Customer Success
CROFirst Weekly Roundup: Intuit, Coatue, CAIS, ChurnZero, CaptivateIQ, and Coupa Drive AI-Powered Revenue and Customer Growth
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment intelligence, customer success automation, sales planning,...
Investment and Budget Allocation
AlTi Global Selects Nevis AI Platform to Enhance Wealth Management Operations
AlTi Global, a global wealth manager overseeing $90 billion in assets, has announced plans to deploy Nevis, an AI-powered wealth management platform, across its...
Investment and Budget Allocation
Dynamo Software Acquires InvestHub to Expand AI-Powered Private Markets Operations Platform
Dynamo Software has completed a deal to acquire InvestHub, a workflow automation solution for private equity and asset management organizations, to grow the company's...
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...
