FINTOP Capital

DiligentIQ is a generative AI-driven platform that enhances due diligence processes by analyzing VDR content and proprietary data sets. It identifies hidden opportunities and risks, accelerates the identification of operating risks, and uncovers cost/revenue synergies post-closing. The platform is utilized across various alternative asset classes, including private equity, private credit, and infrastructure.

SRA Watchtower industry demands constant vigilance, relying on outdated and subjective risk management practices.

Sola is a natural disaster insurance company building and offering more affordable property insurance policies driven by data.

Cardo AI is a financial technology company focused on transforming the structured finance market. It provides software and infrastructure solutions that enable investors, issuers, servicers, and lenders to conduct transactions more efficiently and at reduced costs. The platform facilitates seamless data integration and mapping, addressing various challenges in the structured finance process. By standardizing data from over 100 systems globally, Cardo AI has managed assets worth more than €18 billion. The company's innovations aim to enhance portfolio performance, operational efficiency, and transparency for asset managers, fintech lenders, and banks.

VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

StructureFlow is a London-based company established in 2017 that provides a visual platform for modeling corporate structures and transactions. Its software addresses the growing complexity of corporate dealings by facilitating real-time collaboration among users. The platform allows professionals to create, edit, and share dynamic legal structure diagrams, enabling them to brainstorm deal structures, develop step plans, and map transactions and disputes. This innovative tool enhances communication and collaboration among lawyers and finance professionals, allowing them to visually and efficiently navigate complex business processes. Overall, StructureFlow aims to improve understanding and reduce the pressures associated with managing intricate corporate transactions.

SquareDash is a platform that offers financial services specifically for roofers, facilitating payments from insurance companies. It provides a range of solutions including claim funding, online invoicing, and automation of the collection process, which helps contractors receive payments more efficiently. By optimizing various aspects of the roofing business, such as marketing and customer relationship management, SquareDash enhances the efficiency of claim-related operations. The platform aims to expedite payment cycles, significantly reducing account receivables from months to days, while also enabling insurance companies to streamline their accounting processes. Overall, SquareDash is dedicated to improving financial management for roofing contractors and ensuring a more predictable revenue timeline.

Goodshuffle, Inc. is a software company based in Washington, D.C., specializing in event rental and management solutions. Founded in 2013, the company developed Goodshuffle Pro, a comprehensive software system that simplifies the rental process for event professionals. This platform offers tools for inventory tracking, sales automation, online invoicing, contract management, and payments, designed to streamline operations and improve efficiency. Goodshuffle Pro integrates with popular applications such as Google Calendar and QuickBooks, enhancing its utility for clients in the party and event rental sectors, as well as design and production teams. The software aims to reduce errors, save time, and increase profitability for its users. Since its official launch in 2018, Goodshuffle Pro has expanded its reach across 45 U.S. states, Canada, and Mexico, receiving recognition as a leading technology provider in the events industry.

Helix by HL is a financial technology company that offers an AI-powered platform focused on simplifying private market investments. The platform delivers data-driven insights related to private market benchmarking, forecasting, and due diligence. By equipping wealth advisors with essential information and tools, Helix enhances their ability to educate clients about private market trends and asset classes. This support allows advisors to respond efficiently to client inquiries and investment strategies, fostering greater confidence in navigating the complexities of private markets.

Pulsora is an enterprise software as a service platform based in San Francisco, California, focused on environmental, social, and governance (ESG) compliance. Its flagship product, pulsESG, offers compliance tracking and insights to help organizations manage and enhance their ESG footprint. The platform provides in-depth analytics that can be tailored by end-users to align with a variety of existing standards. This customization allows enterprises to effectively integrate their ESG systems and stay compliant with the changing requirements of stakeholders.

Bank Labs was created by community bankers, for community bankers. The company continuously designs innovative mobile technology products that help community banks improve efficiency, increase time for relationships, and create FinTech marketplace options that expand business opportunities. Bank Labs is committed to the relentless pursuit of creating web-based mobile apps that help support community banking's competitive advantage.

Gappify is a provider of automation software specifically designed for corporate accounting teams. Founded in 2016 by former Big-4 accountants, the company aims to advance the accounting profession through innovative technology. Gappify's platform automates both routine and complex accounting processes, allowing mid-market and enterprise clients to enhance productivity and reduce costs. By streamlining time-consuming, repetitive tasks, Gappify enables accountants to focus on more strategic activities, ultimately improving engagement within teams and facilitating the efficient management of core accounting functions.

Infinant is a FinTech company that focuses on providing tools for banks to excel in the evolving digital finance landscape. The company offers the Interlace Platform, which allows banks to seamlessly integrate fintech solutions into their applications and partner applications. This platform empowers banks with a range of features, fintech options, and processors, ensuring they maintain full control over their ecosystems. Infinant's technology enables both financial institutions and non-financial brands to collaborate effectively, facilitating the delivery of secure and compliant financial services. By helping banks embed finance tools and products into their offerings, Infinant aims to enhance customer experiences and drive value for its clients in the financial sector.

LeanLaw is a legal billing software company based in Boise, Idaho, founded in January 2015 by Jonathon Fishman. The company specializes in providing tools for mid-sized law firms, specifically designed to enhance the integration of timekeeping and billing workflows with QuickBooks Online. LeanLaw's software aims to improve operational efficiencies and profitability through automation and legal data analytics, enabling law firms to streamline billing processes and collaborate effectively from any location. By focusing on education and the effective use of technology, LeanLaw empowers law firms to enhance productivity while fostering transparency and efficiency in their business operations.

InterPayments is changing the profit game for U.S. retailers by allowing them to recover every dollar permitted while remaining in compliance.

Plooto, Inc. operates a cloud-based payments platform tailored for small and medium-sized businesses, founded in 2015 and headquartered in Toronto, Canada. The platform simplifies payment management by allowing users to send and receive payments online to anyone with an active bank account, typically completing transactions within 2-3 business days. Plooto also integrates with leading accounting software to automatically reconcile transactions, enhancing financial management. By streamlining the payment process, Plooto helps businesses overcome common challenges associated with traditional banking, enabling them to efficiently authorize, edit, send, and collect payments.

AllWork, Inc. is a New York-based company that develops a platform connecting freelancer talent with brands and retailers. Founded in 2010, AllWork offers a comprehensive suite of solutions designed to streamline the management of freelance, temporary, and flexible workers. Its platform facilitates recruiting, scheduling, training, communication, payments, budgeting, and human resource administration. Additionally, the AllWork mobile application enables managers to enhance coverage and adjust scheduling for their freelance talent effectively. By simplifying the onboarding and payment processes for freelancers, contractors, and consultants, AllWork assists organizations in efficiently managing their workforce across various job functions and assignments.

Strategic Risk Associates (SRA) is a technology solution provider specializing in risk management and consulting services for financial institutions. The company offers a comprehensive platform that supports enterprise risk management, credit risk management, and governance, among other services. SRA's Watchtower ERM dashboard consolidates critical data, delivering executive and board-level reports that include key risk indicators, risk appetite management, and strategic objectives tracking. By integrating various risk management functions into a single solution, SRA enables financial services companies to enhance decision-making and improve performance while navigating regulatory requirements and driving growth.

VRGL offers a data analytics platform tailored for wealth management firms, providing advanced tools for client acquisition, proposal management, and retention. The software enables advisors to efficiently aggregate and analyze client investment data, delivering insights on performance, diversification, risk, taxes, and fees. By scoring portfolios, VRGL equips wealth managers and registered investment advisors with quantitative analyses that enhance their ability to guide clients towards informed investment decisions. This technology, developed by experts in the wealth management sector, allows advisors to effectively demonstrate their value, ensuring clients have a clear understanding of their overall investment landscape.

Hazeltree is a provider of cloud-based treasury and portfolio management software tailored for hedge funds and institutional investors. The company specializes in offering a comprehensive Treasury Management solution that allows clients to view, analyze, and optimize cash rates, pricing on debit and credit balances, and collateral balances across multiple counterparties from a unified platform. Their proprietary system transitions the Treasury Management function from a traditional back-office role into a proactive tool for enhancing performance and mitigating risk. Hazeltree’s software integrates various aspects of cash management, collateral management, securities financing, and margin analytics, thereby equipping investment managers with essential resources to improve risk management and capitalize on investment opportunities.

Xelix is an enterprise software as a service company that specializes in providing an AI-driven Control Centre for Accounts Payable teams. The platform automates and improves financial control processes for large organizations across various sectors, offering features such as overpayment and fraud prevention, automated vendor statement reconciliation, master data management, and predictive analytics. Founded in 2002 and based in London, Xelix has attracted significant investment, securing £6 million in funding from venture capital firms and notable angel investors. The company emphasizes high-quality customer support and collaborates with clients to develop tailored functionalities. However, it is important to note that Xelix Limited is currently in liquidation.

Freight Science specializes in providing technology solutions for asset-based trucking companies, enhancing their operational efficiency and profitability. The company has developed an artificial intelligence-driven online analytics platform that leverages machine learning and operations research to address the diverse needs of the transportation industry. This platform assists trucking businesses in areas such as account management, planning, fuel management, and sales. By integrating advanced data and analytics, Freight Science enables large asset carriers to automate logistics and adapt quickly to changing market conditions, fostering smarter and faster decision-making across their operations. The expertise of Freight Science's team, comprising software engineers, data scientists, and IT specialists, demonstrates the potential of technology to transform the logistics sector.

Amaryllis operates as a payment facilitation platform designed to address complex payment challenges for various stakeholders, including financial institutions, payment facilitators, enterprises, software companies, and independent sales organizations. The platform offers a comprehensive technology stack that supports merchants in underwriting, accepting credit card and ACH payments, splitting fees, and managing payouts. By providing complete visibility of the transaction lifecycle, Amaryllis enables users to efficiently reconcile all pay-in and payout providers, thereby streamlining the transaction processes for payment processors, gateways, and marketplaces. This functionality allows clients to effectively manage the entire financial supply chain associated with their payment operations.

Their mission at Fresh Technology is to make technology seamless for restaurant operators. To take away all the headaches and let restaurant operators do what they do best - make great food and focus on customers.

InsurePay is an insurtech SaaS platform designed to facilitate payment solutions for insurance providers, particularly in the area of workers' compensation. The platform enables insurers to offer flexible billing alternatives that are based on real-time payroll data instead of estimated annual payroll figures. This approach allows for a more accurate assessment of premiums and enhances the reconciliation process. InsurePay's services include pay-as-you-go options, premium refunds, and claims management, which streamline the overall payment experience for policyholders, carriers, agents, and payroll providers. By promoting a consistent and adaptable framework, InsurePay aims to improve the financial interactions within the insurance industry.

Plinqit provides smart savings app.

Fairwords is the AI-powered communications protection software that proactively trains as employees type to foster inclusive, compliant, and fair business communications. They help to determine the efficacy of HR and compliance programs through anonymous dashboards and analytics that provide insight into how teams are communicating. This supports a safe, compliant, and ethical workplace.

InsurePay is an insurtech SaaS platform designed to facilitate payment solutions for insurance providers, particularly in the area of workers' compensation. The platform enables insurers to offer flexible billing alternatives that are based on real-time payroll data instead of estimated annual payroll figures. This approach allows for a more accurate assessment of premiums and enhances the reconciliation process. InsurePay's services include pay-as-you-go options, premium refunds, and claims management, which streamline the overall payment experience for policyholders, carriers, agents, and payroll providers. By promoting a consistent and adaptable framework, InsurePay aims to improve the financial interactions within the insurance industry.

Quavo Fraud & Disputes is the leading fintech provider of dispute management SaaS solutions for banks, credit unions, payment processors, fintechs, and other issuing financial organizations. Their QFD® (Quavo Fraud & Disputes) dispute management platform provides back-office analysts with one platform in which to manage the entire claim lifecycle - Through intake, investigation, chargeback recovery, and resolution. QFD® is cloud-based and API-enabled, featuring integrations that eliminate the superfluous but required manual tasks required to work claims within regulatory guidelines. The SaaS platform features automated customer communications, easily accessible account information, auditable data, block and reissue capabilities, configurable work baskets, and more, making it the industry's preeminent dispute management technology for issuing FIs. Quavo also offers an outsourcing solution that combines QFD® with Quavo's team of dispute processing experts. The service, DRE™ (Dispute Resolution Experts) enables issuers to partially or fully outsource their fraud and dispute operations. The third product in Quavo's Disputes as a Service portfolio is ARIA® (Automated Reasonable Investigation Agent), a revolutionary fraud management AI tool capable of conducting entire fraud claim investigations as a human would, but within seconds and without the risk of human error.

Denim Social is a social media management software company that specializes in providing tools for marketers in regulated industries, particularly banking, insurance, mortgage, and wealth management. With its platform, Denim Social enables institutions to effectively manage both organic and paid social media content, allowing brands to engage consumers, strengthen community relationships, and drive sales while adhering to compliance requirements. The company is recognized as the only social media management platform endorsed by the American Bankers Association for use by banks and financial services firms. Trusted by over 250 institutions, Denim Social aims to simplify social media engagement for its clients.

Pulsora is an enterprise software as a service platform based in San Francisco, California, focused on environmental, social, and governance (ESG) compliance. Its flagship product, pulsESG, offers compliance tracking and insights to help organizations manage and enhance their ESG footprint. The platform provides in-depth analytics that can be tailored by end-users to align with a variety of existing standards. This customization allows enterprises to effectively integrate their ESG systems and stay compliant with the changing requirements of stakeholders.

Tenure is a pioneering technology and enablement service provider for correspondent banking services. It sets out to bring banks and financial institutions together in a collaborative, technology-based, business-oriented fashion.

Snappy Kraken is a software-as-a-service (SaaS) marketing solution tailored for financial advisors, focusing on the personalization, automation, and tracking of marketing campaigns. The company provides an autopilot marketing platform that features a user-friendly dashboard for calculating marketing return on investment and managing client nurturing campaigns. Users can access a variety of ready-made campaigns that include professionally designed email drip series, social media posts, and advertisements, allowing them to deploy multi-step marketing initiatives seamlessly across multiple channels. Snappy Kraken aims to simplify the marketing process for financial advisors, enhancing their ability to engage clients and grow their businesses.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Qohash Inc. is a Quebec City-based company that specializes in data security solutions through its online platform, Qostodian. Founded in 2018, Qohash offers a comprehensive suite of services that includes data discovery, integrity assurance, and threat detection and reporting. The platform is designed to help organizations monitor employee behavior and mitigate the risk of insider data breaches, which often take significant time to contain. By providing real-time alerts for risky activities, Qohash empowers businesses to act swiftly to prevent potential data breaches. Additionally, the platform supports compliance efforts by enabling entitlement reviews, exporting access control lists, and monitoring endpoints, making it suitable for sectors that require stringent data protection measures.

TaxStatus is an online financial platform that serves as an Advice Personalization Engine and IRS account monitoring tool for financial professionals and their clients. It provides access to IRS records, data, and insights related to both businesses and individuals. Users can review accounts online, assess tax scores, and evaluate the risk of future IRS audits and actions. This functionality empowers clients to manage their tax records and finances more effectively, facilitating the sharing of information with financial advisors for enhanced decision-making.

Health Here is focused on transforming patient-centered care delivery through its Clinic Q platform. This platform simplifies the collection of patient-generated health and medication history, ensuring seamless integration with electronic medical records and practice management systems. By enabling patients to shop and transact with their healthcare providers easily, Health Here enhances the overall patient experience. Additionally, the platform allows patients to check in remotely for scheduled appointments with multiple providers, thereby reducing redundancy and improving the accuracy of medical data. This approach aims to streamline care delivery and empower patients in managing their healthcare more effectively.

FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

Honcho is the only AI-powered communications protection software that coaches and trains as employees type to help compliance and HR professionals build and maintain exceptional communications practices in their companies. Our communications-protection software helps reduce the risk of non-compliant communications. Detect when users are composing potentially problematic messages, have the ability to archive official communication channels, and support supervisory review of any issues that arise. Show employees, customers, and the world that you care about ensuring an ethical and compliant workplace. And, invest in your communications now to avoid costly litigation, regulatory fines, negative press, and a demoralized culture later.

Digital Onboarding Inc. develops a software-as-a-service (SaaS) platform aimed at simplifying the new account activation process for banks and credit unions. Founded in 2015 and based in Boston, Massachusetts, the company offers an automated onboarding solution that enhances customer engagement by providing tools for seamless communication across multiple channels. Its platform facilitates the adoption of account-related services such as direct deposit and online bill pay by sending personalized email and SMS reminders that guide users through their financial journey. This approach not only improves activation rates but also helps financial institutions foster stronger, more profitable relationships with their customers and members. Digital Onboarding was previously known as Salesbrief Inc. before its rebranding in 2017.

Chargeback is a developer of a software-as-a-service (SaaS) platform focused on dispute management, specifically aimed at assisting merchants in preventing and managing chargeback fraud. The platform offers a comprehensive fraud detection suite that filters transactions prior to acceptance, helping businesses maintain compliance with card service providers. By preventing chargebacks and protecting against fraudulent activities, Chargeback enables merchants to recover lost time and revenue. Additionally, the platform helps transform negative customer interactions into opportunities for enhanced brand loyalty and improved acceptance rates. Founded in 2011 and headquartered in Salt Lake City, Utah, Chargeback plays a crucial role in supporting businesses in their efforts to navigate the challenges of chargeback management.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Decusoft, LLC is a software development company based in Ramsey, New Jersey, established in 2002. It specializes in creating enterprise software solutions that simplify complex business functions. The company's flagship product, Compose, automates and streamlines the administration of variable pay programs, including merit, bonus, and long-term incentive compensation processes. Additionally, Decusoft offers EasyAdmin, a web-based tool aimed at simplifying Taft-Hartley benefit fund administration. By delivering configurable software solutions and professional services, Decusoft enables organizations to enhance their business processes, adapt to change effectively, and leverage their competitive advantages.

Their mission at Fresh Technology is to make technology seamless for restaurant operators. To take away all the headaches and let restaurant operators do what they do best - make great food and focus on customers.

myDigitalOffice is an easy-to-use hoteliers data visualization, process automation, and performance management software. The company's solutions focus on the following areas: Dashboard reporting, for managing the development of the daily report to guarantee the data is centralized and submitted in a way that says the whole tale (SaaS); Paperless night audit, for extraction, storage, and distribution of the reports without having to print a single page or worry about having access to reports outside the premises; and streamlined AP functions that introduce a paperless PO method and use capture technology (OCR) to decrease hand-held invoices in the client's billing scheme.

Numerated is a fintech company that simplifies business banking for financial institutions and their clients through its digital lending platform. This platform enhances the customer experience by offering pre-filled digital applications and flexible decision automation, allowing banks and credit unions to efficiently process a wide range of business banking products. With over 400,000 businesses and 30,000 financial institution associates utilizing its services, Numerated has facilitated $50 billion in lending. The company serves financial institutions with a combined asset total of $1 trillion, including notable clients such as Bremer Bank and Eastern Bank. Numerated has received recognition for its impact in the industry, being named one of the Top 250 FinTechs by CB Insights and the Best Overall Business Lending Company by FinTech Breakthrough.

FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

FinMkt, Inc. offers technology and market data solutions tailored for the crowdfunded securities and peer lending sectors. The company functions as a centralized hub, providing real-time market data aggregated from various platforms globally. Its services include the CrowdFinance data platform and CrowdWatch market data platform, along with NowStreetWire, which serves as an educational resource for the crowdfinance industry, covering topics such as crowdfunding and peer-to-peer lending. FinMkt also provides platform licensing solutions and consulting services for clients needing advanced crowdfinance portal technology. Initially focused on point-of-sale financing in sectors like home improvement and healthcare, FinMkt enables financial institutions and merchants to effectively access point-of-sale lending through a comprehensive system that includes borrower sourcing, underwriting, and payment delivery. The company, founded in 2010 and based in Brooklyn, New York, was previously known as GoodWorldCreations LLC before rebranding in 2012.

Vouchr Ltd. is a Toronto-based company that operates as a social gifting community, enabling users to create personalized gift certificates through its Vouchr app. Launched in 2012, the app allows users to design vouchers for friends on Facebook by selecting specific details such as the gift type, location, recipient, and adding images and descriptions. Vouchr focuses on enhancing consumer payment experiences by integrating features like photos, videos, and social interactions into its platform. This innovative approach transforms traditional peer-to-peer transactions, remittances, and gift card experiences, providing a secure and interoperable payment tool. As a result, Vouchr not only facilitates personal gifting but also empowers brands and payment companies to engage their audiences effectively in a digital landscape.

Trovata is a fintech company based in San Diego, California, that specializes in automating cash management for businesses. Its platform integrates open banking and connects with major accounting systems to streamline cash reporting, forecasting, and analysis. By utilizing advanced data aggregation and machine learning, Trovata enables companies to gain real-time insights into their cash flows, allowing for improved financial decision-making. The platform facilitates quick setup through direct APIs with most major banks, making it easier for organizations to manage their treasury operations efficiently.

Bipsync Limited specializes in developing research management software tailored for financial organizations and professional investors. Founded in 2012 and based in New York, the company offers a platform designed to automate and simplify research processes, enabling compliant record-keeping and efficient data management. Bipsync's solution integrates powerful process management and data capabilities, enhancing analyst productivity and improving research outcomes. Its clientele ranges from small startup hedge funds to large international multi-strategy funds, facilitating a single system of record that supports diverse investment strategies and operational excellence. Additionally, the company provides deployment and support services to ensure effective implementation of its software.

Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and based in Chicago, Illinois, the company specializes in portfolio accounting and management software. Its flagship Atlas platform facilitates efficient billing, invoicing, performance aggregation, client portal access, and file sharing. By addressing inefficiencies and promoting technology adoption, Bridge Financial Technology empowers fiduciary advisors to enhance their competitiveness, scale their operations, and reduce costs, thereby enabling broader access to fiduciary financial advice for clients.

SMArtX Advisory Solutions operates an asset management platform designed to grant financial advisors access to a range of investment options, including traditional and alternative strategies, all within a unified managed account structure. The platform allows for real-time portfolio valuation and performance reporting, as well as intraday allocation tools, enabling users to customize and simultaneously deploy individual portfolios across multiple client accounts. Its features include rebalance and drift management, ensuring that portfolios remain aligned with pre-set allocations. By integrating these capabilities, SMArtX Advisory Solutions provides advisors with institutional-quality management and comprehensive wealth management alternatives.

Numerated is a fintech company that simplifies business banking for financial institutions and their clients through its digital lending platform. This platform enhances the customer experience by offering pre-filled digital applications and flexible decision automation, allowing banks and credit unions to efficiently process a wide range of business banking products. With over 400,000 businesses and 30,000 financial institution associates utilizing its services, Numerated has facilitated $50 billion in lending. The company serves financial institutions with a combined asset total of $1 trillion, including notable clients such as Bremer Bank and Eastern Bank. Numerated has received recognition for its impact in the industry, being named one of the Top 250 FinTechs by CB Insights and the Best Overall Business Lending Company by FinTech Breakthrough.

Beanworks is a cloud-based accounts payable automation solution that aims to streamline the accounting workflow for businesses. By eliminating paperwork and reducing invoice processing costs, Beanworks addresses the common frustrations associated with accounts payable, which finance professionals often rank as the most time-consuming aspect of accounting. Designed by accountants for accountants, the software centralizes the monitoring and processing of payables across multiple legal entities, providing real-time access and control over invoices. This automation facilitates a seamless experience from the purchase decision to invoice approval, including electronic payments, ultimately modernizing the entire accounts payable process.

LegacyShield, LLC operates an online platform that allows users to create, store, and organize essential documents, financial information, photos, videos, and personal narratives, including final wishes. Founded in 2015 and based in Ponte Vedra Beach, Florida, LegacyShield aims to simplify the management of life insurance policies and other financial assets. The platform serves as a comprehensive tool for individuals to ensure that their important information is easily accessible and securely stored, facilitating the preservation of memories and life lessons for future generations. By enhancing client connectivity and digital distribution within the life insurance industry, LegacyShield helps users effectively manage and categorize their information from any location.

Cobalt Software, Inc. is a financial technology company based in Boston, Massachusetts, specializing in software solutions for private equity and venture capital firms. Founded in 2011, the company offers a range of tools designed to analyze, benchmark, and monitor private market data and fund performance. Their primary products include the Fund Launch, which validates performance track records for potential investors; the Performance Calculator, which compares fund and portfolio performance against peers and market indices; and the Deal Calculator, which provides insights on operational changes in portfolio companies and their impact on returns. Cobalt Software's offerings facilitate performance reporting, cash flow tracking, manager selection, and benchmarking, thereby enhancing the decision-making processes of finance, management, and investor relations teams. The company has established a strategic partnership with Hamilton Lane to further enhance its service capabilities.

Core10 is a North American provider specializing in banking and lending products and financial technology services. Their flagship product, Accrue, is a configurable lending and onboarding application tailored for community banks and credit unions aiming to enhance digital innovation. Core10 offers comprehensive solutions, including API integration and SaaS implementation, to meet the unique needs of its clients in the financial sector. The company operates with a fully US-based development team situated in smaller communities in West Virginia and Tennessee, chosen for their pool of highly educated developers and lower cost of living compared to larger urban centers. This Hereshore business model allows Core10 to maintain competitive pricing while ensuring high-quality and secure development operations. With extensive experience in the fintech industry, the team at Core10 is well-acquainted with regulatory compliance and current financial trends, positioning the company as a valuable partner for financial institutions seeking to modernize their services.

DealCloud, Inc. offers a cloud-based deal management and workflow platform tailored for private equity, growth capital firms, investment banks, and other investors. Founded in 2010 and headquartered in Hoboken, New Jersey, with additional offices in major cities globally, the company addresses the inefficiencies in the deal-making process. Its platform encompasses a range of services including pipeline management, document retention, portfolio management, and analytics, facilitating seamless collaboration and knowledge sharing among dealmakers. DealCloud's solutions enable users to manage relationships, execute deals, and connect with external data sources effectively. The company also provides implementation and ongoing support services to enhance user experience. As a subsidiary of Intapp, Inc., DealCloud continues to innovate within the private equity and investment sectors, streamlining operations from strategy through execution.

GAN Integrity Inc. provides cloud-based compliance management software designed for companies worldwide. The platform includes modules for managing policies, training, due diligence, communication, approvals, and investigations. It features a risk assessment tool to identify and respond to potential risks and a policy management system that allows organizations to create, publish, and manage policies in multiple languages, ensuring compliance across various business units and locations. Additionally, the software offers a training management system for creating and assigning online and in-person training, as well as a due diligence module for third-party management that adapts to the company's specific needs. Monitoring and reporting functionalities enable the generation of compliance reports suitable for executives and boards. GAN Integrity also provides a centralized gift approval system, document management, and workflow automation. Established in 2004, the company is headquartered in Brooklyn, New York, with an additional office in Copenhagen, Denmark.

Kindful is a Nashville-based software company that specializes in providing a comprehensive fundraising and donor management platform for nonprofits. Its offerings include online donation pages, a donor database, reporting tools, and an integration directory that connects with industry-leading services. The platform is designed to streamline donor management, enhance donor relationships, and reduce administrative burdens, particularly for small to medium-sized organizations. By providing tools such as crowdfunding pages and donor lifecycle analytics, Kindful empowers nonprofits to better organize their data and gain valuable insights, ultimately supporting the missions of thousands of organizations both in the United States and internationally.