New York, 10017, NY,
United States
CION Investment Corporation Technographics
CION Investment Corporation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CION Investment Corporation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 CION Investment Corporation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CION Investment Corporation has purchased the following applications: Odessa Platform for Lease Management in 2011, Microsoft 365 for Collaboration in 2020, NinjaCat Marketing Performance for Marketing Analytics in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CION Investment Corporation is running and its propensity to invest more and deepen its relationship with Odessa , Microsoft , NinjaCat 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 CION Investment Corporation revenues, which have grown to $61.0 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 CION Investment Corporation 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.
CION Investment Corporation Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Odessa | Legacy | Odessa Platform | Lease Management | ERP Services and Operations | n/a | 2011 | 2013 |
In 2011 CION Investment Corporation implemented Odessa Platform for Lease Management to centralize lease accounting and fund cash flow workflows. The Odessa Platform implementation targeted investment accounting, investor distributions, and lease lifecycle management across the firm, embedding the application as the core Lease Management tool for fund reporting and operational control.
The deployment consolidated functional modules for recurring financial reporting and asset metadata, including monthly and quarterly reports analyzing fund cash flow performance, new investment performance, monthly rental collections and allocation of management fees, and calculation of monthly distributions to joint ventures and third party investors. Configuration work formalized record structures to capture equity invested, cash received, expected future cash flows, third party debt, and net book value for all active funds, aligning reporting schemas with investment management and fund accounting use cases.
Operational history shows the team previously managed asset location, tax rate, and sales data and built detailed reports inside LeaseWave, where a bespoke report tracked equity and cash flow positions across funds. As part of the Odessa Platform adoption the program preserved that reporting scope and instituted a centralized document repository, creating and managing an online database of accounting, legal, and transaction documents to support auditability and transaction-level traceability.
Governance and process work included the establishment of a report revision workflow and hands-on training for new staff on investment management processes, report maintenance, and system use, with the implementation emphasizing repeatable procedures for report updates and investor distribution calculations. CION Investment Corporation Odessa Platform Lease Management therefore connected application configuration, reporting governance, and a centralized document lifecycle to support ongoing fund operations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, CION Investment Corporation deployed Microsoft 365 as its Collaboration platform. The deployment is visible on the firm’s corporate website and serves as the primary cloud productivity and collaboration environment for the organization. CION Investment Corporation operates in Banking and Financial Services and maintains approximately 250 employees in the United States.
Microsoft 365 was configured to deliver core Collaboration modules including Exchange Online email, Microsoft Teams for real time collaboration, SharePoint Online for content management, and OneDrive for Business for file synchronization and sharing. The implementation centers on enterprise email, team collaboration, document management, and secure file sharing capabilities typical of the Collaboration category. Microsoft 365 is referenced on the corporate site as part of the firm’s collaboration tooling.
The deployment leverages centralized identity and access controls native to Microsoft 365, using Azure Active Directory based authentication and role based access to manage user provisioning and secure access. Information protection, retention, and compliance controls within Microsoft 365 were configured to align with financial services regulatory needs and to govern email and document lifecycles. These configurations support corporate functions such as investor communications, finance, and portfolio operations.
Governance emphasized tenant level configuration, conditional access policies, and information classification to centralize collaboration controls and reduce risk exposure. Microsoft 365 provides the Collaboration features that underpin CION Investment Corporation’s corporate communication and document workflows.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NinjaCat | Legacy | NinjaCat Marketing Performance | Marketing Analytics | CRM | n/a | 2019 | 2019 |
In 2019, CION Investment Corporation deployed NinjaCat Marketing Performance on its corporate website to support centralized Marketing Analytics. The implementation uses NinjaCat Marketing Performance as the primary analytics and reporting layer for web driven campaign measurement and cross channel performance visibility.
The deployment configured core capabilities typical of Marketing Analytics including campaign performance dashboards, automated reporting pipelines, cross channel attribution modeling, and templated executive reports. NinjaCat Marketing Performance was configured to ingest site tag events and to normalize campaign level metrics, enabling marketing users to build and schedule standardized dashboards and reports.
Integrations were implemented at the web channel level, with the application instrumenting the website to capture ad click and conversion events and to forward normalized data into the platform via connector workflows. Operational coverage focused on marketing and digital channels within the United States, giving campaign owners and the marketing operations team a unified view of paid and organic channel performance.
Governance centered on centralized report templates and scheduled distribution, with role based access for marketing operations and campaign managers to ensure consistent measurement and cadence. The rollout emphasized configuration of dashboards, report automation, and tagging governance using NinjaCat Marketing Performance to standardize how campaign KPIs are collected and reported.
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transfer Agency | Investment Management |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at CION Investment Corporation
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Apps Being Evaluated by CION Investment Corporation Executives
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