Neo.Tax’s Post

After 8 months of dedication and countless hours of brainstorming, coding, and refining, our #team of 6 is thrilled to announce that Excluto 2.0 is now #LIVE ✔ 🙏 We owe a heartfelt thank you to our existing users, partners, and our incredible team. Without your support, this milestone wouldn't have been possible. When we envisioned Excluto, our aim was to do more than just connect #venturecapitalists, #limitedpartners, and #wealthmanagers. We wanted to create a platform that would revolutionize the #WealthTech space, fostering better interaction and collaboration. Our journey has been filled with challenges and learning opportunities, bringing our team closer together. 👉 We've grown, collaborating with over 10 funds and securing commitments exceeding INR 50 CR from around 100 investors. Throughout this process, we've prioritized confidentiality, aiming to be a trusted partner in the alternative investment landscape. 𝐓𝐡𝐞 𝐫𝐞𝐯𝐚𝐦𝐩𝐞𝐝 𝐄𝐱𝐜𝐥𝐮𝐭𝐨 2.0 𝐰𝐞𝐛𝐬𝐢𝐭𝐞 𝐟𝐞𝐚𝐭𝐮𝐫𝐞𝐬: 👉 Streamlined Navigation: Easily explore different funds and categories. 👉 Confidentiality and Security: Ensuring a secure platform for all users. We strive to serve a diverse audience. Investors can explore curated funds, fund managers can expand their network, and wealth managers can offer new financial products to clients. Our commitment to improvement and innovation continues. Your feedback is crucial to us. Please share your thoughts and experiences with Excluto 2.0 so we can keep making it better. #Excluto #wealthcreation #techplatform #wealth #fintech #launch #proudmoment

Introducing InvenTrio Capital What began as an 𝐢𝐝𝐞𝐚 among some friends has now turned into a hands-on experiment in trading and investing. Built on curiosity and driven by passion, it’s an 𝐞𝐱𝐩𝐞𝐫𝐢𝐦𝐞𝐧𝐭𝐚𝐥 venture where we put our own capital to work, exploring opportunities in the financial markets. We’re diving into the markets to explore opportunities, test strategies, and 𝐠𝐫𝐨𝐰 𝐚𝐥𝐨𝐧𝐠 𝐭𝐡𝐞 𝐰𝐚𝐲. This page will document our journey — sharing insights, lessons, and milestones as we navigate the exciting and sometimes unpredictable world of finance. On Ground Since 𝟭𝘀𝘁 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰. Follow us as we learn, adapt, and take steps toward turning ideas into action. #Trading #Investing #FinanceJourney #LearningByDoing

EYES ON GROWTH! Yesterday we pitched for a group of investors at ZWINC, organised by Business Angels Connect. and in the coming period we have more meetings with investors planned. Our focus for the coming half a year is on growth, keeping some of the key members that we need to make projects like #HYPERIOS, #TEMNOS and #FOURNOS a big succes. One of the biggest challenges for us was to bring back all of the information on the projects, the culture and achievements to 7 minutes. Which is of course something we are very proud of. A bit over 5 years ago it started with one project, by now we focus on topics like #hightemperature processes, #artificialintelligence and #roboticinspection! Curious about our growth plans? Or want to talk about investing yourself? We are searching for around 150-250K depending on the additional bring in (like c-level experience, network, etc) and the amount of shares. If you know someone that might be interested or are interested yourself, tag them below or shoot a message to [email protected]!

Truewind has announced its $13M Series A, co-led by Rho Capital Partners, Inc. and Thomson Reuters Ventures, with participation from Pathlight Ventures, bringing total funding to $17M. With customers like EisnerAmper and Frank, Rimerman + Co. LLP, Truewind’s generative AI platform streamlines accounting workflows, absorbing 47% of month-end close tasks and driving productivity. The funding will fuel product innovation, team growth, and community expansion. https://lnkd.in/eZBCEBs3 #GenerativeAI #AccountingInnovation #TruewindAI #SeriesAFunding #TechLeadership Habib Kairouz Joseph Dormani Tennison C.

Hey everyone, I really wanted to share how Rippling has changed my firm. I have not only managed to save $60,000 a year on over head, but turn that role into actual income, and it's all thanks to #theripplingeffect! It's one of my preferred tech stack solutions that I teach in my 'Scaleable to Saleable' course. Make sure you check them out today!

Hello Network, I had the opportunity to attend an inspiring talk by Sanjay Gupta, CIO of Moonfare hosted by the LSESU Private Equity Society. From this experience, I gained an insight on PE and the impact of technology on the industry. The focus of technology on Private Equity changed my perseption on the industry as it just shows how much technology elements such as AI makes an impact on the finance sector. The rise of AI, which transforms both investment startegies and portfolio performance. Sanjay talks about how Moonfare is the biggest digital private equity firm with 5000 investors worldwide and the ideology talked about such as making private equity more accessible and the aims of the company is inspiring to hear. He also explores the type of investors that are involved in Private equity which includes private equity employees, investment bankers, consultants, lawyers and tech executives. These investors get involved with private equity in order to diversify their income and the client base has a general shift towards the PE world. Thank you to Sanjay Gupta for such a thought-provoking session and to the LSE Private Equity Society for hosting this event!

Had the pleasure of jumping on The Hard Part with Evan McCann. If you're interested in learning more about Stack Capital have a listen! 📻 Check out the link below! 📈 Evan McCann Jimmy Vaiopoulos Jason Meiers Twisha Kini, CPA Brian Viveiros John Bell FCA, FCPA, ICD.D Gerri Sinclair Laurie Goldberg Brian Beattie Bill Tai Owais Faisal Qureshi Ben Mulroney #latestage #ipo #preipo Stack Capital $STCK $STCK.TO

✨ Wrapping Up Our First Year at ZenStatement: What a Journey! As we close out 2024, we’re taking a moment to reflect on what’s been an extraordinary first year for ZenStatement. This year was full of “firsts” that shaped our journey toward simplifying enterprise finance functions for high-volume transaction businesses. Here’s what we’re celebrating: 💡 From Vision to Reality: • Launched our MVP and turned an idea into a product that’s already delivering measurable impact. • Generated recurring revenue, proving the value we bring to our customers. 🌍 Expanding Our Footprint: • Live across two geographies (India and the USA), with pilots underway in Southeast Asia. • Serving customers in eCommerce, retail, and fintech, including Unicorns and category leaders. 📈 Big Numbers, Big Impact: • Processed significant volumes of transactions, making complex processes effortless for our customers. • Delivered high impact efficiencies, saving businesses valuable time and resources. 🤝 Building a Strong Foundation: • Secured backing from incredible investors during our Angel and Seed rounds. • Onboarded our first B2B SaaS customer, a major milestone in our growth story. 👩💻 Growing the ZenStatement Family: • Started with a vision and now a team of 15+, with our first intern and full-time hire on board this year. ✨ Gratitude for the Journey: We couldn’t have achieved all this without the trust of our customers, the support of our investors, and the hard work of our growing team. As we step into 2025, we’re excited to keep innovating, expanding, and solving challenges for businesses that rely on high-volume financial operations. To all our well-wishers: Thank you for being part of our journey. Here’s to even greater milestones in the year ahead! #StartupJourney #FinTech #YearInReview #ZenStatement

🔍 What is DeeJoop and why did we build it? DeeJoop is not just keeping pace with change; it's driving it. Our innovative solution tackles the multi-bureau conundrum head-on, transforming financial decisioning with unmatched precision. Watch our video to learn more about how DeeJoop is revolutionising the industry and why we built this solution. To learn more, book your non-obligatory DeeJoop demo: https://lnkd.in/dTewSCv4 #FinancialInnovation #DeeJoop #LendingMetrics #Fintech #FinancialDecisioning #DrivingChange #MultiBureau

"It's an incredibly exciting time, and the advances in software help us understand what will happen in the hardware to really advance them quickly, build them quickly for a lot less money." Katie Rae, CEO and managing partner at The Engine Ventures, spoke about the future of IT infrastructure at the 2024 #ForbesCIO Summit in New York City. https://lnkd.in/eHpfPnVn