trust-accounting

(7)
Company
TravelNet Solutions and the expensive art of keeping things together
Saas · Enterprise · Ecommerce

TravelNet Solutions and the expensive art of keeping things together

Now called Track, TravelNet Solutions sells vacation rental operators a connected way to run their businesses. Its most revealing lesson begins with 20 Palm Springs homes and a cancellation policy.

hospitality-software · vacation-rentalsRead →
Company
Fi-Tek and the fine art of knowing whose money it is
Fintech · Enterprise · Saas

Fi-Tek and the fine art of knowing whose money it is

Behind the polished world of private wealth lies a less glamorous question: which dollar belongs to whom? Fi-Tek has built a business around getting the answer into the books.

wealth-management · trust-accountingRead →
Company
Keefe Group and the Problem with a Can of Tuna
Logistics · Enterprise · Ecommerce

Keefe Group and the Problem with a Can of Tuna

A coffee packet opened the door. Keefe Group built a correctional supply and technology business by redesigning everyday things for a place where everyday things require permission.

correctional-services · prison-commissaryRead →
Company
Centerbase's Bet: The Messiest Part of a Law Firm Is Also Its Profit Engine
Saas · Enterprise · Fintech

Centerbase's Bet: The Messiest Part of a Law Firm Is Also Its Profit Engine

The Dallas software company built one system for the work lawyers do and the money their firms collect. Its best argument is not futuristic AI - it is getting an invoice out before everyone forgets where the time went.

legal-tech · law-firm-softwareRead →
Company
Rentvine Turned Property Managers’ Least Favorite Chore Into a $74 Million Growth Story
Saas · Enterprise · Fintech

Rentvine Turned Property Managers’ Least Favorite Chore Into a $74 Million Growth Story

The Florida software company spent years listening to the people who reconcile rent, deposits and owner payouts. Then it built the accounting-first platform they kept asking for - and made switching systems the product’s hardest, most valuable feature.

property-management-software · proptechRead →
Company
Actionstep Built the Operating System Midsize Law Firms Could Actually Bend
Saas · Enterprise · Ai

Actionstep Built the Operating System Midsize Law Firms Could Actually Bend

Midsize law firms are too complicated for a starter app and too lean for a software archaeology project. Actionstep is betting the winner will be the platform firms can shape around themselves - provided they are willing to do the shaping.

legal-tech · practice-management-softwareRead →
Company
Revela
Fintech · Saas · Enterprise

Revela

Revela is a Detroit-based proptech company building an all-in-one property management platform that fuses double-entry, GAAP-grade accounting with leasing, maintenance, payments, reporting, and embedded banking. Founded in 2014 by Grant Drzyzga and bootstrapped for nearly a decade before raising a $9M Series A in 2023, Revela aims to bring liquidity and modern software to a historically low-margin, fragmented industry, serving managers of single-family, multifamily, affordable, commercial, and student housing across hundreds of thousands of units.

property-management-software · proptechRead →