D

Owners

Goods & Services

Design and development of computer software for others; Cloud computing featuring software for use by investment management financial professionals to facilitate front-office through back-office functions, namely, customer relationship management, deal management, investor relationship management, fundraising tracking, portfolio management, portfolio management, portfolio monitoring, fund and partnership accounting, investment accounting, research management, investor and investment pipeline management, investment and operational due diligence, benchmarks and investment portfolio analytics, stakeholder commuications, portfolio monitoring, document and data collection and enrichment, and client reporting; Providing temporary use of non-downloadable cloud computing software for use in financial analysis, accounting, marketing, customer relationship management (CRM), deal management, fundraising, management, research management, and client reporting; Providing temporary use of non-downloadable software for client reporting, including client reporting and communication through use of a secure web portal