Archives

Docusign Unveils AI eSignature Tools That Summarize Contracts and Automate Agreement Setup

By Amit Chowdhry ● Today at 11:15 AM

Docusign announced it is rolling out new AI-powered eSignature capabilities designed to help people understand what they are signing and to reduce the manual work businesses do to prepare agreements, as the company pushes further into its Intelligent Agreement Management (IAM) platform.

Dentons Adds Hospitality Finance Partner Maria Hera In New York

By Amit Chowdhry ● Today at 11:14 AM

Dentons has hired real estate finance lawyer Maria Hera as a partner in its Hospitality and Leisure practice, based in New York, as the firm continues to build out its hospitality finance capabilities amid steady demand for large, complex transactions.

Obra Capital Closes $453 Million Third CLO As Platform Issuance Tops $1.3 Billion

By Amit Chowdhry ● Today at 9:59 AM

Obra Capital announced it has reached a final close on its third collateralized loan obligation, Obra CLO 3, with over $450 million in issuance, marking the latest expansion of the firm’s CLO platform launched in 2024.

Monnai: $12 Million Raised To Expand Global Identity And Risk Decisioning Infrastructure

By Amit Chowdhry ● Today at 9:54 AM

Monnai, a global identity and risk data infrastructure company, has raised $12 million in an equity funding round led by Motive Partners, as it scales a platform designed to power real-time identity verification, fraud prevention, and credit decisioning for financial institutions and digital businesses. The round included participation from existing investors Commerce Ventures and 500 Global. Monnai said it has raised more than $23 million in total funding since launching in August 2021.

Clark Street Associates And Finalis Launch Federal Equity Advisory Platform

By Amit Chowdhry ● Today at 9:47 AM

Clark Street Associates, an advisory firm focused on securing government grants, loans, and strategic partnerships for hard tech companies, and Finalis, a FINRA-registered broker-dealer and deal infrastructure platform, announced they have formed a partnership to help companies evaluate and pursue a growing set of U.S. government funding tools, including direct equity investments.

Titl: $2.5 Million Seed Funding Closed To Automate Title Search And Property Verification

By Amit Chowdhry ● Today at 9:44 AM

Titl, a Miami-based real estate technology startup, has raised a $2.5 million seed round to expand its AI- and blockchain-driven platform for title search, monitoring, and property verification as the company targets a faster, more transparent alternative to a process that remains heavily manual in many U.S. jurisdictions.

Osaic Expands Advisor Training Programs With ActiFi And Greene Consulting Partnerships

By Amit Chowdhry ● Today at 9:40 AM

Osaic announced it has enhanced two of its advisor development offerings, its Wealth Advisor Academy and Financial Planning Jump Start programs, through partnerships with ActiFi and Greene Consulting, as the firm looks to deepen support for advisors delivering holistic financial planning and scalable wealth management.

Integrated Adds $300 Million Pisces Wealth Team As Advisor Recruiting Push Continues

By Amit Chowdhry ● Today at 9:37 AM

Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, said Pisces Wealth has joined its platform, adding approximately $300 million in assets under management as Integrated continues to build recruiting momentum.

VoiceRun: $5.5 Million Seed Funding Raised And Full-Stack Enterprise Voice AI Platform Launched

By Amit Chowdhry ● Today at 9:34 AM

VoiceRun, an enterprise platform for building and deploying Voice AI, has raised a $5.5 million seed round led by Flybridge Capital Partners, with participation from RRE Ventures and Link Ventures. The company said it will use the funding to expand its product and go-to-market efforts as more enterprises push voice agents from pilots into production deployments.

Functionize: Interview With Founder & CEO Tamas Cser About The Test Automation Platform

By Amit Chowdhry ● Today at 8:00 AM

Functionize is an AI-native, cloud-based test automation platform that uses autonomous, self-healing agents (digital workers) to create, run, and maintain end-to-end software QA workflows across applications. Pulse 2.0 interviewed Functionize founder and CEO Tamas Cser to gain a deeper understanding of the company.

Oramed And Lifeward Reveal Strategic Deal

By Amit Chowdhry ● Today at 12:08 AM

Oramed Pharmaceuticals and Lifeward said they have signed binding agreements for a strategic transaction that will move Oramed’s Protein Oral Delivery platform (POD technology) to Lifeward while positioning Oramed as a major shareholder in the medical robotics company.

PrimeSource Brands Expands Outdoor Living Platform With Advantage Industries Acquisition

By Amit Chowdhry ● Today at 12:07 AM

PrimeSource Brands, a North American provider of specialty branded building products backed by Clearlake Capital Group, announced it has acquired Advantage Industries, a Florida-based maker of gate and fence hardware focused on safety-oriented residential applications.

Valor Exterior Partners Acquires Landmark Exteriors, Expanding Into Connecticut And New York

By Amit Chowdhry ● Today at 12:07 AM

Valor Exterior Partners, an exterior home services platform backed by Osceola Capital, has acquired Landmark Exteriors, a Norwalk, Connecticut-based provider of roofing, siding and related residential services across Connecticut and New York.

Agentis Longevity Acquires Arete Wellness To Build National Precision Longevity And Recovery Platform

By Amit Chowdhry ● Yesterday at 11:36 PM

Agentis Longevity has acquired Nashville-based Arete Wellness, combining two human performance and longevity platforms to expand a national footprint in precision medicine, recovery science, and proactive care for high-performing clients.

BAL Acquires Ladik Law Firm To Expand Sports And Entertainment Immigration Practice

By Amit Chowdhry ● Yesterday at 11:25 PM

BAL has acquired Ladik Law Firm, adding sports and entertainment immigration specialist Steve Ladik and his team to the corporate immigration firm’s Sports and Entertainment Practice as it expands services for professional and amateur athletes, teams, and leagues.

Horizon3.ai Secures Investment From Prosperity7 Ventures To Protect AI Datacenters And Critical Infrastructure

By Amit Chowdhry ● Yesterday at 11:24 PM

Horizon3.ai announced it has received an investment from Prosperity7 Ventures, the diversified venture fund of Aramco Ventures, as the offensive security company looks to accelerate efforts to safeguard AI datacenters and other critical infrastructure increasingly targeted by cyber adversaries.

Amped Fitness Secures Strategic Investment From Princeton Equity Group

By Amit Chowdhry ● Yesterday at 11:23 PM

Amped Fitness, a fast-growing high-value, low-price fitness concept, said it has received a strategic investment from Princeton Equity Group as the company looks to accelerate its expansion into new U.S. markets. Financial terms were not disclosed.

TruArc Partners Acquires Schill Grounds Management, Expanding Platform In Commercial Landscaping

By Amit Chowdhry ● Yesterday at 11:22 PM

TruArc Partners, a middle-market private equity firm focused on business services and specialty manufacturing, has acquired Schill Grounds Management from Argonne Capital Group. Financial terms were not disclosed.

Mozilla Names Amy Keating Chief Business Officer

By Amit Chowdhry ● Yesterday at 11:20 PM

Mozilla has appointed Amy Keating as chief business officer, tasking the former Mozilla executive with helping the organization align its mission-driven portfolio with long-term financial sustainability as it expands efforts to build what it calls an open, trustworthy alternative to today’s increasingly closed and concentrated AI ecosystem.

PKF O’Connor Davies Adds Topping Kessler, Expanding Florida Footprint And Service Depth

By Amit Chowdhry ● Yesterday at 11:18 PM

PKF O’Connor Davies announced Hollywood, Florida-based Topping Kessler & Company has joined the firm, extending PKF’s national reach and adding tax, accounting, and advisory capacity in South Florida.

Smith + Howard Acquires BPS, Expanding Presence In South Carolina

By Amit Chowdhry ● Yesterday at 11:18 PM

Smith + Howard has acquired Bauknight Pietras & Stormer, P.A. (BPS), widening the Atlanta-based accounting and advisory firm’s footprint in the Southeast and adding a sizable presence in South Carolina as the firm continues an expansion strategy built around a mix of organic growth and targeted acquisitions.

O’Hara’s Son Roofing Adds CP Rankin As Third Strategic Addition Under Angeles Equity Ownership

By Amit Chowdhry ● Yesterday at 11:17 PM

O’Hara’s Son Roofing (OSR), a portfolio company of Angeles Equity Partners, said CP Rankin Inc., a commercial roofing services provider, has joined its national roofing platform, marking OSR’s third strategic addition since being acquired by an affiliate of Angeles.

Investindustrial Acquires Proveris, Expanding Push Into Pharmaceutical Testing Equipment

By Amit Chowdhry ● Yesterday at 11:15 PM

An independently managed investment subsidiary of Investindustrial Growth III SCSp has acquired Proveris Scientific Corporation, a Hudson, Massachusetts-based manufacturer of analytical testing instrumentation, software and laboratory solutions used by pharmaceutical companies to evaluate sprays and aerosols, with a particular focus on orally inhaled and nasal drug products.

Bitcoin Depot Buys Assets Of Regional Bitcoin ATM Operator Instant Coin Bank

By Amit Chowdhry ● Yesterday at 11:15 PM

Bitcoin Depot has acquired the assets of Instant Coin Bank, a regional bitcoin ATM operator with locations across Texas and Oklahoma, in a deal aimed at expanding Bitcoin Depot’s presence in the South-Central U.S. and accelerating consolidation in the fragmented bitcoin ATM market.

RxAnte Announces Strategic Growth Investment From Primus Capital

By Amit Chowdhry ● Yesterday at 11:14 PM

RxAnte, a provider of analytics, software, and clinical services for pharmacy care management, announced it has secured a strategic growth investment from Primus Capital as it looks to scale its value-based pharmacy programs and expand clinical offerings for health plans and members with complex drug therapy needs.

Jivox Raises Strategic Financing, Rebrands As DaVinci Commerce To Target Agentic Commerce Marketing

By Amit Chowdhry ● Yesterday at 11:13 PM

DaVinci Commerce, the company formerly known as Jivox, announced it has raised a strategic round of financing and rebranded as it ramps investment in an AI-native platform aimed at helping large brands and commerce media networks automate and scale commerce marketing.

Rosberg Ventures Closes Oversubscribed $100 Million Fund III

By Amit Chowdhry ● Yesterday at 11:07 PM

Nico Rosberg announced Rosberg Ventures has closed its third fund at $100 million, describing the vehicle as oversubscribed and citing “unprecedented demand” that led the firm to cap investor allocations.

Raymond James Brings In $420 Million Firm Dignum Financial Partners

By Amit Chowdhry ● Yesterday at 11:06 PM

Raymond James has added Fort Worth-based Dignum Financial Partners to Raymond James Financial Services (RJFS), the firm’s independent advisor channel, bringing roughly $420 million in client assets to the platform.

Ameriprise Onboard $120 Million Firm Loveday Caruso Wealth Management Group

By Amit Chowdhry ● Yesterday at 11:04 PM

Financial advisory practice Loveday Caruso Wealth Management Group has joined the independent channel of Ameriprise Financial from LPL Financial, bringing $120 million in assets to the firm.

Defense Unicorns: $136 Million Series B Raised At $1+ Billion Valuation For Security Platform

By Amit Chowdhry ● Yesterday at 11:03 PM

Defense Unicorns, a provider of software delivery technology for disconnected and high-security environments, said it has raised a $136 million Series B round led by Bain Capital’s Tech Opportunities fund, pushing the company past a $1 billion valuation.