What SingleTrack does

Singletrack is a London-headquartered, privately held software company founded in 2009 by former JPMorgan executives Paul Dyson (CTO) and Stuart Berwick. The company provides an AI-first, cloud-based client engagement and research management platform purpose-built for capital markets firms — investment banks, independent research providers, corporate finance boutiques, and asset managers. Its product suite is modular, anchored by Singletrack Engage (the core CRM), Singletrack Research (distribution and consumption monitoring), Singletrack Access (corporate access and event management), Singletrack Deal (IB pipeline and confidentiality), and Singletrack Pitch, with supporting modules covering portal delivery, mobile, analytics, monetization, and benchmarking. The platform sits on Salesforce cloud infrastructure and connects to 40+ capital markets tools including Bloomberg, Refinitiv, Factset, MeetMax, and Salesforce.

The product portfolio is differentiated by an AI layer — most notably a Semantic Search capability powered by large language models that allows clients to query research in natural language — as well as ambient data capture across communications channels and analytics engines that surface wallet-share opportunities, predict client behavior, and automate compliance tracking. Singletrack reports 300+ completed implementations, 60+ enterprise clients, and presence across four continents, with offices in London (HQ), New York, and Newcastle. In June 2022, the company received a significant capital investment from software-focused private equity firm Accel-KKR to fund global expansion; in September 2024, Meshach Amuah-Fuster was appointed CEO; and in February 2026, Singletrack completed the acquisition of Mediasterling, extending the platform into research authoring and distribution.

The business model is enterprise SaaS subscription, sold via direct field sales with quote-based annual billing (no public pricing), targeting firms in EMEA and North America with implementation managed in-house. Pricing is tiered by module selection and firm size; disclosed customer outcomes include 30% increase in deal origination, 100%+ increase in client engagement through tailored service delivery, typical implementation time of 6-10 weeks for standard deployments, and time-to-ROI of 6 months or less. The company has been recognized through the Sunday Times Sage Tech Track 100 (2020), D&B Accelerate50 (2021), and CIO Outlook Capital Markets Technology Award (2020).

Name

SingleTrack

Legal name

Singletrack

Website

https://singletrack.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

51–100 employees

Short description

Singletrack provides an AI-first, cloud-based client engagement and research distribution platform purpose-built for capital markets firms, including investment banks, independent research providers, corporate finance boutiques, and asset managers across EMEA and North America.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. SaaS Platform Subscription: Subscription-based licensing of the Singletrack platform with tiered entitlements for different product modules (Engage, Research, Access, Deal, Pitch). Implementation and onboarding services included in initial deployment.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels9 records

Core offering

SingleTrack sells a Salesforce-native, AI-enabled software suite that gives capital markets firms a specialized CRM, research distribution, client engagement, deal management, and research monetization platform. The product line spans engagement, research distribution, event management, deal workflows, pitch management, client portals, mobile access, analytics, monetization, and benchmarking, sold primarily as enterprise subscriptions to investment banks, independent research providers, corporate finance teams, and asset managers.

Product overview

Singletrack is an AI-first client engagement and research management platform for capital markets, offered as a modular cloud-based platform built on Salesforce infrastructure. The product suite is organized around a core engagement platform (Singletrack Engage, the primary CRM) supplemented by specialized modules: Singletrack Research for research distribution and consumption monitoring, Singletrack Access for event and corporate access management, Singletrack Deal for investment banking pipeline management, and Singletrack Pitch for pitch workflow support. Supporting products include Singletrack Portal (client-facing research portal with AI-backed Semantic Search), Singletrack Mobile (iOS/Android app), Singletrack Insights (analytics and KPI dashboards), Singletrack Monetise (revenue and compliance tracking), and Singletrack Benchmarks (industry benchmarking reports). The platform is designed for sell-side firms across sales and trading, research, investment banking, corporate access, and compliance operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Singletrack Engage

Quantifiable outcome

• 30% increase in deal origination
• +3 more outcomes

Named customers22 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability10 records

Feature11 records

Partnerships

Seven partnerships are on record, tiered core and strategic.

• SalesforcecoreTechnology or IntegrationSalesforce provides the cloud infrastructure for Singletrack's platform. Singletrack has been a Salesforce partner since 2010, leveraging Salesforce Cloud for security, resilience, and application hosting.
• EFAstrategicTechnology or IntegrationAward-winning SaaS institutional research database, authoring and production solution. Combined with Singletrack for research distribution to deliver integrated research workflow at clients like Arctic Securities.
• BloombergstrategicTechnology or IntegrationIntegration partner enabling data exchange and workflow connectivity with Bloomberg terminals and messaging.
• MeetMaxstrategicTechnology or IntegrationConference and events management platform with industry-leading integration to Singletrack for conference data management, attendee tracking, and corporate access workflows.
• Refinitiv (LSEG)strategicTechnology or IntegrationIntegration partner providing data and analytics connectivity for capital markets operations.
• interop.iostrategicTechnology or IntegrationDesktop integration platform building on FDC3 standards for financial application interoperability.
• Glue42strategicTechnology or IntegrationDesktop integration partnership enabling seamless user experience across sell-side applications. Singletrack integrates with Glue42's desktop platform using FDC3 standard for hyper-personalized client experiences.

Scale indicators7 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• DealCloud: Direct competitor providing CRM, deal management, and pipeline tools for investment banks, PE, and capital markets firms. Highly comparable product set to Singletrack Engage, Deal, and Pitch for the same sell-side and advisory client base.
• Backstop Solutions: Provides CRM, investor relations, and contact management for hedge funds, funds of funds, and institutional investment firms. Directly comparable to Singletrack's client engagement and research distribution use cases for alternative asset managers.
• Q4 Inc. Capital markets-focused investor relations and communications platform serving public companies, IRPs, and capital markets professionals. Overlaps with Singletrack's research distribution, corporate access, and stakeholder engagement capabilities.
• Ipreo (now part of LSEG): Capital markets workflow and deal management suite used by investment banks and issuers for ECM, debt capital markets, and investor targeting. Comparable to Singletrack's deal pipeline and corporate access workflows.
• Altvia: CRM and investor relations platform purpose-built for private equity, venture capital, and alternative investment firms. Comparable CRM architecture and enterprise sales motion to Singletrack in the broader capital markets ecosystem.

Emerging players

• Issuer Direct: Investor relations and communications platform for public companies with disclosure, investor targeting, and analytics tools. Partial overlap with Singletrack's research distribution and investor access modules.
• Visible Alpha (S&P Global): Investment research and analytics platform aggregating sell-side analyst models and insights. Adjacent to Singletrack's research distribution and consumption analytics within the research value chain.
• Datasite (formerly Merrill): M&A deal management and virtual data room platform widely used by investment banks and advisors. Adjacent to Singletrack's Deal module, with partial overlap in deal pipeline and confidentiality management.

Broad incumbents

• Salesforce Financial Services Cloud: Horizontal CRM giant offering a financial-services-specialised product suite. Competes for the same enterprise CRM budget as Singletrack while also serving as Singletrack's underlying infrastructure platform.
• ION Group: Large capital markets technology provider offering trading, workflow, and analytics solutions across sell-side operations. Broad incumbent serving the same institutional clients with overlapping engagement and workflow capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/SingletrackEdge
• LinkedInlinkedin.com/company/singletrack-systems

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SingleTrack