Thibodaux, 70301-3159, LA,
United States
Callais Capital Management Technographics
Callais Capital Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Callais Capital Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5 Callais Capital Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Callais Capital Management has purchased the following applications: Greenhouse ATS for Applicant Tracking System in 2023, Carta Equity Management for Equity Management in 2022, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Callais Capital Management is running and its propensity to invest more and deepen its relationship with Greenhouse , Carta , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Callais Capital Management revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Callais Capital Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Callais Capital Management Tech Stack and Enterprise Applications
Callais Capital Management HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2023 | 2023 |
In 2023, Callais Capital Management deployed Greenhouse ATS as their Applicant Tracking System to manage hiring through their corporate website. The deployment uses Greenhouse ATS as a cloud hosted career page integration, embedding job listings and application forms directly on the company website to capture candidate submissions and centralize applicant records for a small professional services firm with five employees.
Greenhouse ATS is configured to provide core applicant tracking capabilities, including job posting, candidate capture, pipeline stage management, interview scheduling, and offer documentation workflows. Operational scope is focused on recruiting and HR functions for the firm, with a single integrated career page serving as the primary sourcing channel. Governance is oriented around a lightweight configuration model appropriate for a small team, using Greenhouse ATS standard requisition workflows and candidate stage management to formalize hiring steps and maintain an auditable candidate record.
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Callais Capital Management ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Carta | Legacy | Carta Equity Management | Equity Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, Callais Capital Management implemented Carta Equity Management as its Equity Management solution and surfaces the Carta Equity Management interface on the company website. The deployment is consistent with a cloud SaaS model, providing a vendor-hosted equity administration layer integrated into public investor-facing pages and private access for stakeholders.
The implementation focuses on core equity management capabilities common to the Equity Management category, including centralized cap table recordkeeping, option and grant administration, and an investor portal for secure document access and stakeholder communications. Governance was aligned to system workflows, establishing electronic issuance and board approval processes through the platform, and operational coverage is company-wide for the five-person professional services firm, consolidating equity records and investor interactions into a single, web-accessible system.
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Callais Capital Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Callais Capital Management implemented Microsoft 365 as its Collaboration platform. The deployment serves the full firm headcount of five employees and functions as the primary productivity and collaboration layer for the business.
Microsoft 365 is configured to provide standard Collaboration capabilities, including Exchange Online for corporate email, SharePoint Online for team document libraries and intranet pages, OneDrive for Business for personal file storage, Microsoft Teams for chat and meetings, and the Office desktop and web applications for document creation and editing. Configuration emphasis is on core productivity and document management workflows typical of a professional services firm.
Public inspection of the company website indicates Microsoft 365 assets are referenced on the corporate site, suggesting some services are surfaced externally or used to support client-facing content. Operational coverage focuses on internal communication, document lifecycle and client engagement authoring across the small team.
Administration and user provisioning are maintained centrally within the firm, with governance concentrated on mailbox management, document library access controls and basic identity management rather than complex enterprise orchestration. The overall configuration reflects a compact Collaboration footprint aligned to a five person professional services operation.
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Collaboration | Collaboration |
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2022 | 2022 |
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Survey and Questionnaire | Collaboration |
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2021 | 2021 |
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Callais Capital Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Callais Capital Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Callais Capital Management
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Apps Being Evaluated by Callais Capital Management Executives
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