Welcome to Emerging Manager Toolkit for Citizens Private Bank™ Clients

Discover exclusive benefits for Citizens clients.

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21 Results found

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

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Findem

New customers
Discount 10%

Get 10% off Findem Growth

88% of HR leaders say AI hasn't delivered meaningful business value. Not a technology failure — a data foundation failure. This leaves TA teams stuck in a loop — sourcing the same people, buying more tools, and hoping for different results. Findem breaks it. One platform, one data foundation, built on verified Success Signals and Relationship Signals — so every talent decision moves faster and lands harder.

Get more done, faster with the complete suite for talent acquisition:

  • Find and prioritize the right talent across every channel. Engage with personalized campaigns that drive 2-8x better response. Just chat with Fia and get it done.
  • Turn your CRM from static database into a living pipeline — ready before the req opens.
  • Track sourcing from first touch to hire. Attribute results, prove ROI, and bring real labor market data into planning conversations.

Venture360

New customers
FREE

First SPV FREE with Venture360

Whether you're launching an SPV as an edge case or syndicating deals at scale, no one makes SPVs simpler or more effective than Venture360, while you retain full control of your investments. Our per-SPV services are designed to scale with you:

We're so confident in our offering, we'll set up your first SPV on our platform at no charge. There's no better way to see the difference in service level and user experience than to do your next deal on Venture360.

Venture360

New customers
FREE

First SPV FREE

To see further details, please click on “Show details”

Carta

New customers
Discount 20%

Carta - Fund & SPV Administration

Let Carta help you streamline your fund's back office. Services we offer:

Fund Administration - full service from experienced accountants, leading technology and streamlined LP experience

Fund & SPV Formation - entity incorporation, document templates, LP onboarding, budget setting, partner intros, capital calls & closings

Fund Forecasting & Portfolio Management Tools - utilize dynamic forecasting models and real time portfolio company data in your models and reporting

Valuations - ASC 820 valuations using our software or get audit-defensible valuations from our team of experts

Fund Tax - tax experts prepare and file returns for you and your investors

Carta Equity Management - Join our partner program to provide equity management discount to your portfolio companies

Visible

Existing and new customers
Discount 20%

20% off any paid Visible plan for 12 months

Visible provides tools for startups to easily update investors, track KPI's, and manage a fundraise- all in one place.

Carta

New customers
Discount 20%

20% Off First Year's Subscription to Carta (New)

As part of Carta’s Partner Program, portfolio companies of select venture firms receive a 20% discount on their first year subscription as well as waived implementation fees.

Please note that existing Carta customers are not eligible.

Formation stage companies may be eligible for a free subscription through Carta Launch. Please see the Launch offer for more details.

Strut Consulting

New customers
Discount 15%

Strut + Cendana Emerging Manager Discount

From helping new firms build a solid foundation to advising on expansion and scale, our team has unparalleled insights into the VC ecosystem. We help you streamline operations, maximize resources, and achieve breakthrough results.

Aspen HR

Existing and new customers
FREE

90 days of free PEO services (large group medical insurance, robust HR tech, payroll, HR compliance)

Receive 90 days of free PEO services. Aspen HR is a white-glove PEO provider for start-ups who need both HR technology but also hands-on HR guidance and rapid response support. This offer is valid for companies in all stages of growth ranging from pre-seed to Series E.

Carta

New customers
FREE

Carta Launch (New)

Redeem URL: see redemption steps

Formation stage companies are eligible for a free subscription to Carta through Carta Launch!

You must have less than 25 stakeholders and under $1m raised to be eligible. Redeem below.

Visible

Existing and new customers
Discount 20%

20% off any paid Visible plan for 12 months

Visible provides tools for startups to easily update investors, track KPI's, and manage a fundraise- all in one place.

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