Hightouch
Your data warehouse is your source for truth about customer data. Hightouch syncs these data to the tools your business relies on. Your sales, marketing, customer success and customer service teams will have a 360@ view on the customer through the tools they trust. Eliminate tedious data requests. Hightouch operationalizes data warehouses to make analytics real. Better data can drive growth. Personalized campaigns can be run across all channels, including email, push, ads, and social media. You don't need engineering favors to iterate. Improved data can increase revenue. Target leads with custom PQL or MQL models. Sync one view of the customer with your CRM. Better data will prevent churn. Your CS CRMs should have a 360-degree view of your customers. You can use customer data to identify customers at risk. Your data warehouse contains all of your data. Analytics is just the beginning. Hightouch makes your data warehouse operational by empowering you with SQL to sync data to any SaaS platform.
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Dynamo Software
Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs.
For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting.
For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making.
Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights.
Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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Fivvy
A software-as-a-service platform designed to enhance banks' competitive edge and market presence by offering tailored digital experiences and insights that drive revenue. Develop a unique digital journey for your clientele that presents sales opportunities in real-time, fully personalized, and contextually relevant. The pricing model is notably advantageous when compared to similar offerings available in the industry. This platform is engineered for rapid deployment, ensuring seamless integration with current systems. It serves as a holistic 360° solution that elevates customer interactions while fostering business growth. Through the analysis of customer data, Fivvy equips banking users with valuable insights into their spending, savings, and investment trends. This data-driven approach empowers financial institutions to adopt innovative tools that deliver a more tailored experience and effective solutions centered around the customer. Concurrently, it maximizes the value derived from their user information. In an ever-evolving landscape, don't fall behind; leverage your data to enhance loyalty and stay competitive. Embrace change and transform your banking services to meet the dynamic needs of your customers.
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Moxo
Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences.
Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction.
Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences.
Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.
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