Thibodaux, 70301-3159, LA,
United States
Callais Capital Management Technographics
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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2023 | 2023 |
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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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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
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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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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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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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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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