INDATA

Indata iPM, a leader in software for buy-side firms. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Finance, so expect those to show up in the feature set. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

INDATA is based in Greenwich, Connecticut and around since 2010. Their site is indataipm.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

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