Strategic Revenue Management
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...
News
TAP Launches TAP Pay to Enable Verified Peer and SMB Payment Solutions
TAP, Inc.has launched TAP Pay, a new payments and money movement layer designed to combine traditional banking rails, stablecoin transactions, and verified identity infrastructure...
News
Global Payments Expands Lightspeed DMS Partnership to Power Embedded Dealership Payments
Global Payments has announced the renewal and expansion of its long-standing partnership with Lightspeed DMS, a provider of dealer management systems for the recreational...
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...
News
Morgan Stanley Survey Reveals Founders Facing Growth and Funding Challenges
In a new report, Morgan Stanley has pointed out the rapidly growing operational and financial challenges that company founders, Mainly working with private companies,...
News
Veradigm Launches Health Network Architecture to Deliver Real-Time Clinical and Revenue Insights for Practices
Veradigm, a company that gives healthcare technology and revenue cycle management solutions, has unveiled the early adopter release of Veradigm Health Network Architecture, a...
