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What is PreIPO?

PreIPO® emerges as a groundbreaking global fintech company that is set to redefine the private equity landscape. This innovative platform is specifically designed to improve distribution channels, enhance liquidity, and simplify the capital formation process for issuers, intermediaries, and investors. Acting as a pivotal resource, PreIPO allows accredited investors and qualified purchasers, including both on-shore and off-shore family offices, to seamlessly discover and participate in pre-IPO opportunities. We partner with various professionals in the financial services industry, including investment bankers, broker-dealers, private equity firms, hedge funds, and venture capitalists, to showcase their unique investment offerings. By harnessing the capabilities of the PreIPO platform, users can access cutting-edge technology, specialized tools, and critical insights to optimize their distribution and liquidity efforts. Furthermore, PreIPO is dedicated to reshaping the private equity sector and making significant advancements toward enhancing financial accessibility for all. This commitment reflects a broader vision of inclusivity in the investment landscape.

What is ANALEC Resonate?

ANALEC Resonate is a comprehensive solution crafted for content creation, workflow management, and digital distribution, specifically aimed at teams engaged in investment research and corporate communications. Analysts can generate formatted reports utilizing customizable templates in Microsoft Word and Excel, which include embedded business logic, while also collaborating in real-time via OneDrive and SharePoint. The platform streamlines the handling of approval workflows and ensures detailed audit trails, thereby facilitating effective oversight. Moreover, it automatically fetches charts and data from centralized repositories, implementing compliance measures such as disclaimers and lists of restricted entities. Content is distributable through branded portals or email, complete with readership tracking and delivery analytics to assess audience interaction. To protect intellectual property, the system uses watermarking, unique links, and manages access rights rigorously. Additionally, it complies with multiple regulatory standards across various jurisdictions, such as U.S. FINRA, U.K. FCA, and EU ESMA, while also offering integration capabilities with market data providers. The platform further enhances its functionality by including a built-in repository for both financial and non-financial estimates, making it a versatile tool for users. Ultimately, ANALEC Resonate provides a robust framework that not only streamlines the research and content creation process but also ensures compliance and security across all operations.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Bloomberg
FactSet
Microsoft Excel
Microsoft OneDrive
Microsoft SharePoint
Microsoft Word

Integrations Supported

Amazon Web Services (AWS)
Bloomberg
FactSet
Microsoft Excel
Microsoft OneDrive
Microsoft SharePoint
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PreIPO

Date Founded

2021

Company Location

United States

Company Website

www.preipo.com

Company Facts

Organization Name

ANALEC

Date Founded

2003

Company Location

United States

Company Website

www.analec.com/resonate

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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