FinovateFall 2015 / Dealflow

Presenter Profile:

How they describe themselves: has built an aggregated database of actively marketed private placement deals and investors. With this database, we’re developing software that allows investors to track deals using recommendation-type algorithms. Our beta software addresses the needs of companies and investors in the market for private placements. Subsequent software releases will include other types of asset classes including public securities, syndicated loans, pooled investment funds, and real estate.

How they describe their product/innovation: We’re solving the largest problem in the business of raising capital with software that creates targeted outreach to investors based on preferences data that we use to match investors with opportunities. Companies are increasingly reaching beyond their personal networks to raise capital. They’re using deal portals, social media networks, and a variety of investment databases to find investors. We make the process easier by putting everything in one place and by offering tools that make raising capital efficient.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), licensed


Bus. Dev.: Steven Dresner, CEO,, 516-876-8006 x22
Press: Len La Sala,, 516-876-8006 x25
Sales: Kevin Hartmann,, 516-876-8006 x33

More Videos: FinovateFall 2015