Alex Soffe

Chargezoom is an AI-native AR platform embedded directly in your ERP that autonomously manages invoicing, payments, collections, and reconciliation. It gives you real-time cash flow clarity, eliminates manual accounting tasks, and accelerates liquidity—so your finance team operates with greater accuracy, speed, and scalability without adding headcount.

Ovation Ventures empowers organizations with innovative, user-friendly financial wellness solutions that deliver measurable results. As a premier technology provider serving the financial wellness industry, we partner with financial institutions, employers, coaches, and counselors to elevate their offerings, drive client satisfaction, and make financial empowerment accessible to all. Our Paperwork platform was recently unified under the Ovation brand.

Aumni, a J.P. Morgan company, is a leading venture workspace for managing data and portfolios. Venture firms, Corporate VCs, fund admins, and law firms all rely on Aumni to analyze accurate private market data, manage their venture documents, monitor portfolios, report on portfolio company performance, and more. www.aumni.fund/about

Thousands of CPAs use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real time view of the document collection process. The easiest way to interact with your clients. Request a demo at https://www.suralink.com

Estify was founded in 2012 and is premised on the idea that shops should never have to spend valuable time duplicating information manually when a simpler digital solution exists. Estify Transfer, the company’s maiden product that launched in 2014, allows shop owners to take an estimate in PDF form and upload it to his or her online Estify account. Estify then sends the estimate back in the data format the estimator needs in his or her platform of choice. Estify Transfer works on both desktop computers and mobile devices, so hard copies of estimates can be photographed and uploaded digitally. There’s much more ahead for Estify, as it continues to enhance and grow Transfer while focusing on its next product. Estify will always strive to offer better solutions for the repair process, both to offer choice and assistance to shop owners and to ensure the safe return of cars to the road.

The process of manually duplicating data from company filings and disclosures has long been a tedious and costly endeavor, one that few would willingly undertake. Nonetheless, for those seeking to extract insights from financial reports, policy documents, and program summaries, it remained an essential, if arduous, task - until now. With idaciti, you’ll search and analyze more than 16 million footnotes and company disclosures and nearly one million filings from over 20,000 companies and banks. Browse close to 15 years of history, for 5,000+ financial and ESG measures—with one-click tracebacks to the source. And because idaciti makes data compilation simpler, you and your team can dig deeper. Streamline the process of acquiring dependable insights and promptly gain a comprehensive understanding of not only the figures' origin and nature but also their implications. Prioritize strategic decision-making over data collection.

KPMG Spark is a cloud-based managed accounting service designed to give SMB owners the time-saving tools they’ll need to grow. We’re an AI-informed bookkeeping, payroll, and tax solution powered by real people! 🧑‍💻 Ask your dedicated bookkeeper questions via phone call, email, or text ⏱️ Connect your financial accounts securely in seconds 📈 Get access to a detailed dashboard with graphs and financial analytics 👍 Simple monthly pricing–say goodbye to hourly fees!

We are Reaction, the world's first Research as a Service (RaaS) platform. Standardize all your customer and market research and save time and money normally dedicated to working with research firms, consulting groups, survey tools, CRM add-ons, list providers...with Reaction you can do it all.

Chargezoom is an AI-native AR platform embedded directly in your ERP that autonomously manages invoicing, payments, collections, and reconciliation. It gives you real-time cash flow clarity, eliminates manual accounting tasks, and accelerates liquidity—so your finance team operates with greater accuracy, speed, and scalability without adding headcount.

BrainStorm is a software training company that focuses on helping end users and companies be more productive. BrainStorm believes in the power of unlocking human potential. That belief is at the core of everything we do: the people we hire, the decisions we make, and the standard we hold ourselves to. From the beginning, the company’s goal has been to help users achieve more with their software tools. Over the years, BrainStorm has evolved from a training services company to a world-class SaaS platform. We have helped thousands of organizations embrace change, conquer software adoption challenges, increase security awareness, and create more savvy—and happy—software users.

Ovation Ventures empowers organizations with innovative, user-friendly financial wellness solutions that deliver measurable results. As a premier technology provider serving the financial wellness industry, we partner with financial institutions, employers, coaches, and counselors to elevate their offerings, drive client satisfaction, and make financial empowerment accessible to all. Our Paperwork platform was recently unified under the Ovation brand.

Aumni, a J.P. Morgan company, is a leading venture workspace for managing data and portfolios. Venture firms, Corporate VCs, fund admins, and law firms all rely on Aumni to analyze accurate private market data, manage their venture documents, monitor portfolios, report on portfolio company performance, and more. www.aumni.fund/about

Thousands of CPAs use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real time view of the document collection process. The easiest way to interact with your clients. Request a demo at https://www.suralink.com