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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)
1 Offer
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
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Year founded
2017
No of Employees
1-2,000
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Carta

United States and 1 other(s)
5 Offers
Carta (formerly eShares) is an equity ownership, equity management and fund administration platform trusted by thousands of founders, investors, and employees.For founders, start with your cap table on Carta then issue electronic securities, get 409A valuations and run liquidity events as you grow—your cap table will stay updated automatically. Build your compensation strategy using the best set of private company salary & equity data to ensure you are compensating your team fairly and competitively with Carta total compensation.For investors, Carta’s fund administration platform enables superior fund and entity launch and management. Let our team of experienced fund accountants streamline your back office. Access our full-service fund administration, fund formation, LP/investor management, ASC 820 valuations, and special purpose vehicle (SPV) formation.. All with a trusted, flexible, tech-forward platform that adapts to your firm.For private equity, Carta helps hundreds of LLCs manage their cap tables and organize their corporate governance documents. We also provide valuation services and make it easier for you to work with your investors by facilitating cap table sharing, helping with investor updates like K-1 distributions, and executing board consents.
Fund Administration
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Year founded
2012
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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.
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Year founded
2012
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Getro

United States
1 Offer
Getro's automated job board and private talent network take the manual work out of connecting people and companies in your network.
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Contact person(s):
Year founded
2016
No of Employees
20-25
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Notion

United States
1 Offer
Notion is the all-in-one AI workspace that combines notes, docs, project management, and wikis — and makes them all customizable.
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Year founded
2012
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Ramp

United States
1 Offer
Ramp is the ultimate platform for modern finance teams. From spend management and expense management software, to bill payments and vendor management, Ramp's all-in-one solution is designed to automate finance operations and build healthier businesses. Over 15,000 businesses have switched to Ramp to cut their expenses by an average of 5% and close their books 8x faster.
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Year founded
2019
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Strut Consulting

United States
1 Offer
VC Operations Expertise at Every Stage.
Operations
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Languages
English
Year founded
2016
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Vector AIS

United States of America and 1 other(s)
1 Offer
Vector is the new wave of fund administration.With a commitment to building the next generation of fund administration, Vector offers closed-end, alternative investment fund managers top-tier talent, innovative workflows, and a comprehensive suite of integrated fund services, enhanced by our proprietary Valence platform.
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Year founded
2021
No of Employees
30-50
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Venture360

United States
2 Offers
Venture360 provides fund and SPV formation and administration powered by sophisticated software for managing deal pipelines, portfolio tracking and LP reporting.
Fund Administration
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Languages
English
Year founded
2015
No of Employees
1-50
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Visible

United States
2 Offers
Visible provides tools for over 3,000 startups to easily update investors, track KPI's, and manage a fundraise in one place.
CRM
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Year founded
2016
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