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Allocations Case Studies

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  • Carta
    Reference Rating
    4.8 / 5.0
    Customer References 269 total
    About

    Carta build software to help companies, investors, law firms, and employees modernize the way they manage ownership. Carta is modernizing and revolutionizing the way private companies manage and interact with …

  • Sydecar
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    4.8 / 5.0
    Customer References 5 total
    About

    Sydecar is a frictionless deal execution platform for venture investors. Their platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on …

  • SS&C Technologies
    Reference Rating
    4.8 / 5.0
    Customer References 193 total
    About

    SS&C provides the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (SaaS) solutions for operational excellence. SS&C has been …

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