Monday, July 6, 2026

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...

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...

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...

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...

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...

RedBlack Partners With CAIS to Streamline Alternative Investment Trading for Financial Advisors

RedBlack has introduced a new integration with CAIS designed to simplify alternative investment trading and portfolio management for financial advisors. The partnership enables advisors...

iCapital Teams Up with Anthropic to Advance AI-Powered Investment Experiences

iCapital has revealed a partnership with Anthropic to implement Claude AI models into its comprehensive investment platform, with an aim to improving the client...

Fathom Secures Strategic Investment from CVS Health Ventures to Advance Enterprise AI in Revenue Cycle Management

Fathom, a leading developer of autonomous medical coding technology, has secured a strategic investment from CVS Health Ventures. This move highlights the increasing demand...