Katipult
DealFlow is the one-stop platform to offer alternative investments to high-net-worth clients. Review funds and opportunities and then enter into structured workflows and documentation that will take enable investors to participate in deals with a few clicks of a mouse. The investor experience is designed around simplicity and ease of use. Investor onboarding smart forms that include real-time documentation checks and streamlined KYC make it quick and frictionless and reduce the potential for errors to almost zero. DealFlow offers Finra-regulated representatives the fastest and most efficient way to buy and sell securities for clients. Compliance workflows are baked into the platform, and Katipults eSignature technology ensures fully transparent documentation and KYC checks.
Learn more
Left Main
Left Main REI is a purpose-built CRM and deal-flow intelligence platform for real estate investors that combines Salesforce-based reliability, AI-powered insights, and investor-centric workflows to help teams scale, prioritize opportunities, and close more deals. It tracks leads from marketing through closing, automates follow-ups, and provides real-time alerts on motivated sellers by monitoring stress indicators and property history so users can act faster than competitors. It includes DealSignals, an AI-driven data engine that continuously scans over 100,000 property records monthly for triggers like foreclosures, tax liens, probate, expired listings, and vacancy changes, and delivers instant motivation insights. Property Sales AI automatically scores and ranks leads based on motivation signals, equity, timing, and competitor activity, so investors know which sellers to contact first, while dashboards and curated reporting help teams visualize performance.
Learn more
Qobrix
Qobrix is an all-in-one platform. Built for real estate.
Perfect for realtors, property developers, brokers, & asset managers. A leading real estate CRM system, advanced agent & client portals, robust landlord & tenant portals, an intuitive landing page creator, and high-performing websites with MLS/IDX integrations for enhanced web visibility. Offering a real estate API, brochure creator, multilingual CRM, lead & funnel management and various integrations. From capturing properties, nurturing leads, following-up on and closing sales, Qobrix real estate software streamlines every step of the process.
Learn more
Dealflow
Dealflow is the #1 invoicing platform that helps online entrepreneurs do free global transfers, get instant payouts, and automate every invoicing flow in one place. Dealflow allows you to invoice your customers in any country and use a local account as your payment method, with 0% fees. Every Dealflow invoice generates a payment link that is easy to share. Every invoice you send to Dealflow builds your credit score. You can use this score to get paid upfront when invoicing. Offer normal B2B terms, while you get paid upfront. Set up custom subscription plans with your customers and automate all your recurring billing. Integrate seamlessly with your accounting system and fully automate your reconciliation with zero bank integrations. Custom card checkout, split invoices, automated reminders, and every other invoice flow you can imagine. Industry-leading protection helps you detect and mitigate fraud quicker than ever.
Learn more