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Top Professional services in Emerging Manager Toolkit For Citizens Private Bank™ Clients

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Aspen HR

United States and 8 other(s)
2 Offers
Aspen HR is the only white-glove provider of PEO services solely focused on serving alternative asset managers. We provide robust HR technology flawless payroll processing, large group health insurance and expert HR compliance services via our white-glove experience service model.
  • HR/Payroll/Recruiting
Working with:
Contact person(s):
Year founded
2017
No of Employees
1-2,000
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Carta

United States and 1 other(s)
5 Offers
Carta is an equity management and fund administration platform enabling cap tables, 409A valuations, securities issuance, total compensation analysis, and ventu
  • Fund Administration
Working with:
Contact person(s):
Year founded
2012
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Findem

1 Offer
Findem transforms your unstructured people data into talent intelligence that predicts performance and surfaces network connections. You see which candidate profiles drive outcomes, identify passive talent through relationship proximity, and make hiring and workforce decisions based on verified patterns instead of résumé keywords.
Working with:
Contact person(s):
Year founded
2019
No of Employees
200-250
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Foresight

United States
1 Offer
Standards-based, rock-solid financial model templates used by over 50,000 entrepreneurs and investors for forecasting and fundraising for any type of business - SaaS, ecommerce, marketplaces, hardware, apps, subscriptions, and more. Over 800 emerging managers have used our tools to build fund projections for raising capital through the template models and personal support.
Working with:
Contact person(s):
Year founded
2012
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Notion

United States
1 Offer
Notion is an artificial intelligence workspace platform unifying documentation, project management, CRM, and team collaboration for startups through enterprises
Working with:
Contact person(s):
Year founded
2012
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Ramp

United States
1 Offer
Ramp automates financial operations through integrated spend management, expense management, bill payments, and vendor management for modern finance teams.
Working with:
Contact person(s):
Year founded
2019
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Strut Consulting

United States
2 Offers
Strut Consulting empowers venture capital firms with unparalleled customized operational expertise, strategic guidance, and hands-on execution to help them succeed at every stage and size. We deliver bespoke financial, investor relations, and operational support services designed to elevate and professionalize your back office. Our dedicated team of VC experts understands that exceptional operations infrastructure is the true competitive advantage for great fund managers, allowing them to focus on what they do best: identifying and backing the founders who will shape our future.
  • Operations
Working with:
Contact person(s):
Year founded
2016
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Vector AIS

United States of America and 1 other(s)
1 Offer
Operational excellence for every stage of capital.Vector delivers institutional-grade fund administration for private market managers through a unified combination of our advanced technology, Valence, seasoned talent, and refined operational processes. We provide the accuracy, control, and visibility required for alternative investment firms to operate confidently at scale.
Contact person(s):
Year founded
2021
No of Employees
50-60
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Venture360

United States
4 Offers
Venture360 is the operating system for modern venture capital. We power your back office and on-demand investor reporting. Launch SPVs, administer funds, connect LPs, and enable secondary liquidity — all from one integrated platform purpose-built for the venture capital industry.
  • Fund Administration
Working with:
Contact person(s):
Year founded
2015
No of Employees
1-50
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Visible

United States
3 Offers
Visible provides startups with an integrated investor relationship management platform combining stakeholder communications, key performance indicator tracking,
  • CRM
Working with:
Contact person(s):
Year founded
2016
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