Key Business Breakdowns
Products & Services
Professional Services
•••••••• •••••• ••••••••••••••, •••••••• ••••••• ••• ••••• •••••••••••• •••••••••.
Insurance Management Platform
Integrates core insurance functions such as underwriting, claims management, and policy administration, with additional capabilities for data analytic• ••• ••••••• •••••••••• ••••••• •••••• ••• ••• •••••••.
Pricing & Go-to-market
Typical Contract Length
•. • ••••.
Pricing model
•••• ••••••• •••••, ••••••• •••••••• ••••••••• •• ••• •••••• •• ••••'• •••••• ••••••• ••••••• (•••).
Average Sales Value
$••••-$•••• ••• ••••.
Growth Review
Customer Overview
•••• •••• ••• ••••••••, ••••••••• ••••••••••• ••••••••• ••• •••••••• ••••••• •••••• (••••).
Customer Retention
••-••%
Barriers to Switching
Changing systems can be complex and require dedicated IT resources, often leading to lengthy implementations (1-1.5 years) that disrupt business conti•••••.
| Company Name | Revenue | FTE | Proprietary Insights | HQ | Ownership Type |
|---|---|---|---|---|---|
 BriteCore | - | - | - | USA | P•••••••• |
 Socotra | - | - | - | - | - |
Relevant Companies
CircleBlack
Cloud-based software platform for wealth management firms and financial advisors to manage performance reporting, rebalancing, billing, and account connectivity with integration to custodians and third-party tools.
HQ
Ownership
Investors
NMI
Payment gateway software for merchants to manage multi‑processor transaction routing across verticals.