Request an invitation to Capix

Capix is in private beta with limited spots available.

Schedule a demo and answer the questions below.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Placement Agent

B2B Data Providers for Finding Company Information

High-quality contact information and company data is indispensable for building a network of potential customers and acquisition targets. No matter if you are a business owner, executive, or analyst, having the right contacts is important. This begins with choosing the right B2B data providers.

Financial Data Providers in the US

In the fast-paced world of finance, access to accurate and timely data is paramount. Whether you're an institutional investor, a fintech startup, or a financial analyst, the right data provider can significantly impact your decision-making process. Here's a curated list of the top financial data providers in the U.S. for 2025, highlighting their unique offerings and strengths.

CRM Systems for Placement Agent

**Best CRMs for Placement Agents: Track Fundraising Mandates and Maximize Investor Coverage** Looking to upgrade your CRM? This article explores why placement agents need purpose-built CRM tools, the key features to look for, and the top platforms designed to support mandate execution, investor engagement, and compliance. *June 10, 2025* *5-minute read* Placement agents operate differently than traditional sales teams. Their role is to connect fund managers or private companies with institutional investors — a process driven by long-term relationships, strategic introductions, and fundraising execution. A generic CRM won’t cut it. The best CRMs for placement agents are purpose-built for capital raising — helping track mandates, segment LPs, monitor investor engagement, and support compliance.