deal-management
(13)
FinBursa
FinBursa is an AI-native operating platform for private markets, built in the Dubai International Financial Centre. It connects capital seekers, advisors and qualified investors on one neutral, integrated system, replacing scattered CRMs, spreadsheets and ad-hoc data rooms with deal management, fundraising, virtual data rooms and AI agents. The platform charges no success fees on its marketplace and focuses on opening private-market access across the Middle East and emerging markets.
Lev
Lev is a New York-based software company building an AI-native platform for commercial real estate (CRE). Founded in 2019 by Yaakov Zar, it started as a tech-enabled financing marketplace connecting property sponsors and brokers with thousands of lenders, then evolved into a purpose-built system of apps, AI agents, and data that helps CRE professionals manage relationships, deals, documents, and lender outreach. Lev combines one of the industry's largest sources of real-time lender and market data with agentic automation that ingests calls, emails, and unstructured files to move deals forward faster.
PactFi
PactFi is a New York-based fintech building the first secure, end-to-end operational platform for private credit. It replaces the fragmented email and spreadsheet workflows that private credit deals still run on with a shared, collaborative system where agents, arrangers and investors coordinate allocations, funds flow, KYC and post-close servicing in one place. Since launching in 2023 the platform has processed more than $300 billion in deal volume across 250-plus counterparties and 2,600-plus users, and in March 2026 it raised a $25M Series A led by 7RIDGE.
InvestorFlow
InvestorFlow is a San Francisco-based software company that builds a purpose-built CRM and investor portal for private markets firms - private equity, private credit and real assets managers. Built on Salesforce and layered with AI, its platform unifies fundraising (capital formation), deal sourcing and execution (capital deployment), and LP engagement and reporting (investor services) in one place. Formed through the 2022 merger of InvestorFlow's investor portal with the Blackstone-incubated FundEngine CRM (Cloud Theory) and backed by a $30M Series A from Ambina Partners, the company serves more than 200 alternative asset managers - including 25 of the top 50 - representing over $6 trillion in assets, 750 funds and 90,000 LPs.
Across AI
Across AI is a San Francisco startup building an AI 'operator' for high-stakes enterprise workflows, starting with B2B sales. Founded in 2024 by serial entrepreneur Steven Mih with UC Berkeley researcher Niloufar Salehi and Stanford-trained algorithms specialist Afshin Nikzad, the company pairs next-generation agentic memory with patent-pending multi-layered reasoning graphs so that sales teams get a strategist embedded in every deal - one that remembers every interaction, product nuance, and objection, and acts on it with full lineage tracking.
Augment AI
Augment AI is a Seattle-based startup building Decision Site, which it calls a Relationship Operating System for B2B sales teams. The platform pulls meetings, calls, notes, follow-ups, CRM data, Slack threads and buyer resources into a single shared workspace so buyers and sellers can see what has happened, what is happening, and what to do next. Spun out of the Allen Institute for AI (AI2) and co-founded by Napster co-founder Jordan Ritter, the company started in 2022 as an AI personal assistant aimed at enabling the four-day workweek and later refocused on agentic tooling for enterprise sales and deal execution.
Claira
Claira is a New York-based startup building an agentic AI platform for private markets. It embeds domain-native AI directly into deal workflows for private credit funds and financial institutions, automating document extraction, due diligence, deal capture, and analysis so investment teams can surface insights and put their own proprietary research to work. In June 2025 it raised a $7M seed round co-led by Barclays, Citi, and Reimagine Tech Ventures.
Andrew Fritts
Andrew Fritts is the CEO of Augment AI, a Seattle seed-stage startup building a 'Relationship Operating System' that pulls meetings, calls, notes, CRM data, Slack threads and buyer resources into a shared Decision Site so deals stop living in someone's inbox. A Dartmouth English and Government grad with 25-plus years running sales teams at firms like Accenture and N3, he's the rare sales lifer arguing that the salesperson should stop being the hero. His pitch, repeated across CustomerThink and SalesTechStar columns, is to flip B2B into 'Business with Business' (BwB): elevate the buyer, organize the chaos, and let AI handle the busywork so trust does the selling.
Outreach
Outreach is a Seattle-based sales execution platform that helps revenue teams find, close, and grow deals. Founded in 2014, it pioneered the 'sales engagement' category - automating outbound sequences across email, phone, and social - and has since expanded into deal management, conversation intelligence (Kaia), forecasting, and a growing roster of agentic AI tools. It serves enterprise sellers at companies like Zoom, Snowflake, Okta, and ServiceNow, reaching roughly $4.4B in valuation on the strength of a 2021 Series G.
Dealpath
Dealpath is a San Francisco-based cloud platform that serves as the system of record for commercial real estate investment teams. It centralizes deal pipelines, files, tasks and analytics for firms like Blackstone, AEW and Oxford Properties, and has supported more than $10 trillion in transactions globally.
Mike Sroka
Mike Sroka is the CEO and co-founder of Dealpath, the leading deal management platform for institutional real estate investors. Founded in 2014 alongside Andy Lee and Kenter Wu, Dealpath has grown to support over $10 trillion in real estate transactions, raised $75M in total funding including a Morgan Stanley-led $43M Series C, and counts Blackstone, Nuveen, UBS, and MetLife among its clients. Sroka's background spans real estate finance at Hudson Advisors and growth roles at venture-backed software companies including Zynga and Fanhood, giving him a rare dual fluency in capital markets and product development. He serves on Blackstone's PropTech Advisory Board and is a vocal advocate for AI-powered deal workflow automation in commercial real estate.
Finalis
Finalis is a San Francisco-based fintech building the operating system for private capital markets. It pairs a registered broker-dealer with software that handles compliance, deal management, and a global network of bankers - letting independent dealmakers run M&A, capital raises, and private placements without standing up their own back office.
Federico Baradello
Federico Baradello is the Founder and CEO of Finalis, an AI-powered investment banking platform he built from his frustration with a 30-year-old technology stack while executing M&A deals at Kirkland & Ellis. An Argentine-American multilingual attorney with degrees from Princeton, Harvard, LSE, and UC Berkeley, Baradello launched Finalis in 2020 and has grown it into one of the fastest-growing investment banking platforms in history - now powering over 900 bankers across 24 countries with $22.5B+ in closed transactions.