| Name | Title | Contact Details |
|---|---|---|
Alyssa Fontaine |
Executive Vice President, General Counsel and Chief Risk Officer | Profile |
PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, fund/advisor launch and operations support services to private funds, mutual funds, exempt and registered investment advisers. Our founders have managed the critical non-investment functions in the alternative and registered fund space. PINE`s founders have served as Chief Financial Officers, Chief Compliance Officers and Chief Operating Officers for both large and boutique investment firms. Services Offered: *CFO Services *Compliance Support *Advisor/Fund Launch Services *Operations Support
Cyndx is an open technology platform that enhances and empowers all stakeholders in the capital raising and M+A processes. Cyndx identifies growth opportunities for entrepreneurs, investors, and advisors. Unlike other deal-platforms, Cyndx does not operate as a broker-dealer, rather Cyndx equips the user with the analytics, tools, and insights necessary to source, contact, and manage a deal. The Cyndx product suite consists of 3 SaaS platforms, powered by advanced machine-learning algorithms and natural language processing. Cyndx Finder introduces a unique way to identify new business opportunities. Cyndx Finder generates a target list of companies based on semantic functionality and finds the comparable companies for your target in seconds. Cyndx Finder also provides deeper insights into companies’ firmographic backgrounds and financial histories. Cyndx Finder’s powerful algorithmic discovery pulls up companies that you never would have found otherwise. Cyndx Raiser streamlines the deal management process by curating a list of appropriate investors for your expected deal. Cyndx Raiser analyzes your firm’s expected raise, your company’s history, its key players, and the operating industry, while also considering global investment history, individual investor funding histories, and investments in similar spaces to hone in on the most relevant financial investors, strategic investors, and family offices. Utilize the Cyndx Raiser CRM, Data Room, and Deal Profile to understand investor engagement and to further personalize each investor outreach. Cyndx Owner facilitates the management of your company’s cap-table. Stored and secured through the cloud, the Cyndx Owner platform offers a navigable and intuitive way to control and share your firm’s capitalization. Create hypothetical scenarios with waterfall analysis for any potential future strategic financing events and request 409A valuations and ASC 718 compliance for your firm through Cyndx Owner.
Industrial Opportunity Partners LLC is one of the leading providers in Financial Services. It is based in Pleasanton, CA. To find more information about Industrial Opportunity Partners LLC, please visit www.iopfund.com
Conway MacKenzie is a New York, NY-based company in the Financial Services sector.
Leadmark is a Ottawa, ON-based company in the Financial Services sector.