MOXTRA

Moonnox

This company develops an artificial intelligence platform to automate workflows and document generation for professional services firms and consultancies.

Coordinate HQ

Coordinate HQ develops a client project management platform with automated workflows and branded portals for service-based businesses.

Clust

This company provides a client onboarding platform for businesses to manage documentation and administrative procedures.

LaunchBay

This company develops a client onboarding and project management platform for agencies, consultants and software businesses to automate workflows via branded portals.

Hubly

This company develops workflow management software for financial advisors and their teams to automate processes and manage client relationships.

Meetingflow

This company provides a platform that integrates note-taking, calendar management and CRM updates for sales and customer success teams.

Next Matter

This company develops workflow orchestration software for financial services firms to automate and govern complex operations, including client onboarding and regulatory compliance processes.

File Invite

This company develops a document collection platform for professional services and lenders to automate requests, tracking and signatures through a secure portal.