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What is PrivSource?
PrivSource functions as a curated, invite-only network and platform dedicated to deal sourcing specifically for lower-middle-market mergers and acquisitions. It acts as a secure online marketplace, linking pre-approved buyers with confidential seller engagements, which allows buyers to uncover off-market opportunities while providing sellers the means to discreetly showcase their transactions without incurring any success fees. Buyers can apply for access to the platform, explore live deal flows presented by business owners, and engage directly with sellers under stringent confidentiality agreements. Meanwhile, sellers can list their businesses or seek investment, ensuring they maintain control over their assets while connecting with a qualified pool of prospective buyers. Recognizing the critical nature of trust and data security, PrivSource mandates that buyers complete an application and approval process, with the majority of transactions being off-market and not publicly listed. This innovative platform enhances the entire experience through a digital workflow, or “deal network,” which streamlines the processes of sourcing, evaluating, and matching parties without the complications linked to traditional brokerage auction methods, ultimately providing advantages to both buyers and sellers. Furthermore, the platform encourages a collaborative atmosphere where participants can forge enduring relationships, potentially leading to mutually beneficial future opportunities. By facilitating these connections, PrivSource not only enhances current transaction efficiency but also lays the groundwork for long-term industry partnerships.
What is Fintent?
Fintent is a data-driven platform focused on deal sourcing that provides crucial insights and actionable signals about private companies in the United States, allowing investors to swiftly and accurately spot potential opportunities. It calculates predictive metrics like the M&A Score, CapRaise Score, Distress Score, and Deal-Maker Score for more than 2 million companies, derived from an examination of employee research activities across various business, finance, and news outlets, which entails tracking 2 billion article reads each day. Users can utilize an AI-augmented search feature to create personalized company lists from a vast dataset encompassing over 7 million funded and bootstrapped U.S. firms, with filtering options available by industry, company size, funding history, online presence, and management contacts, totaling more than 11 million. The platform also sends notifications when companies are likely to pursue selling or capital-raising efforts, addressing strategic needs such as competitive intelligence, due diligence, and the crafting of customized signals for scenarios like readiness for divestiture or distress. By utilizing such a wealth of data and sophisticated analytical capabilities, Fintent enables investors to maintain a competitive edge and make informed decisions in a rapidly evolving market environment. Furthermore, this robust platform not only helps identify potential investments but also fosters a deeper understanding of market trends and dynamics.
What is Atominvest Software?
Atominvest provides innovative technological solutions tailored for managers in the Alternatives investment sector. Their adaptable tech offerings cater to the unique needs of your business, enabling you to effectively source investment opportunities, raise capital, cultivate investor relationships, and oversee your portfolio seamlessly. With advanced technology systems, Alternatives fund managers can efficiently handle their investment strategies and investor profiles through a single software platform. This comprehensive software enhances the experience for fund managers by optimizing the investor journey, from onboarding and fundraising to client reporting, while also delivering essential functionalities and streamlined workflows. Additionally, Atominvest ensures that its solutions remain responsive to the evolving demands of the investment landscape.
What is 4Degrees?
4Degrees provides smart solutions for managing deals and relationships, enabling your team to maximize their professional connections effectively. The platform integrates intuitive network searching with automated data entry and smart alerts, ensuring you capitalize on every opportunity to forge connections or finalize deals. By leveraging 4Degrees, you can fully harness the potential of your network!
Our CRM software is commonly utilized in various fields, including:
- Venture Capital
- Private Equity
- Mergers and Acquisitions (M&A)
- Investment Banking
- Commercial Real Estate
- Consulting
- Deal sourcing, deal flow, and due diligence, showcasing its versatility across different industries.
Integrations Supported
Gmail
Microsoft Outlook
Apiday
Asana
Basecamp
Bullhorn
Evernote
Formstack
HubSpot CRM
Jira Service Management
Integrations Supported
Gmail
Microsoft Outlook
Apiday
Asana
Basecamp
Bullhorn
Evernote
Formstack
HubSpot CRM
Jira Service Management
Integrations Supported
Gmail
Microsoft Outlook
Apiday
Asana
Basecamp
Bullhorn
Evernote
Formstack
HubSpot CRM
Jira Service Management
Integrations Supported
Gmail
Microsoft Outlook
Apiday
Asana
Basecamp
Bullhorn
Evernote
Formstack
HubSpot CRM
Jira Service Management
API Availability
Has API
API Availability
Has API
API Availability
Has API
API Availability
Has API
Pricing Information
$150 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
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
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
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
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
PrivSource
Company Location
United States
Company Website
www.privsource.com
Company Facts
Organization Name
Fintent
Company Location
United States
Company Website
fintent.ai/
Company Facts
Organization Name
Atominvest
Date Founded
2017
Company Location
United Kingdom
Company Website
software.atominvest.co
Company Facts
Organization Name
4Degrees
Date Founded
2017
Company Location
United States
Company Website
4degrees.ai/
Categories and Features
Categories and Features
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Categories and Features
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation