Optionality

AI for workflows

The company develops artificial intelligence software to automate complex internal business processes and operational tasks for enterprise customers.

Dealflowagent

This company provides an AI-enhanced M&A advisory platform that connects small and medium-sized service business owners with qualified acquirers to facilitate company sales.

Enterprise AI Software

This company provides a cognitive infrastructure platform that transforms complex proprietary data into actionable intelligence for decision-making in manufacturing, finance, and healthcare sectors.

OCTA

This company develops artificial intelligence software to automate accounting tasks and financial workflows for accounting firms and small to medium-sized businesses.

Exits

This company provides an automated investment banking platform and advisory services for startups and small businesses seeking mergers, acquisitions, and fundraising opportunities.

AI-driven quote-to-cash platform

This company develops software that automates pricing, quoting, billing and revenue recognition workflows for sales-led business-to-business software companies.

Uprise

This company develops an AI-powered financial advisory platform that provides automated tax planning, cash flow management, and retirement guidance for small business owners.

Optifino

This company develops an artificial intelligence platform for life insurance policy design and analytics for financial advisors and insurance agents.