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Compliance software

Citco partners with Fenergo

Citco to integrate Fenergo’s client lifecycle management platform

Crestbridge appoints senior risk and compliance officer

Marie Morris joins from Butterfield Bank to assume the roles of director and money laundering compliance officer

Diligend secures series A and rebrands

Financing round led by Nasdaq Ventures; Diligend becomes Dasseti

Core opens for business

The company offers a range of fund administration services for GPs based in Guernsey

IDR launches next-generation fund subscription

The service aims to provide a smooth fund subscription service that easily connects GPs and LPs

Capital-raising punishment: Painful process

A sleek and streamlined onboarding process is vital to make sure hard-won commitments aren’t scared off

5 minutes with… David Genn, CEO of Goji

We spoke to the CEO of Goji to find out how they are using digitisation to open up investor access to private equity funds

Euroclear acquires Goji

The acquisition allows Euroclear to enter the private markets through digitisation

IQ-EQ acquires Laven Compliance

Acquisition sees IQ-EQ expand its regulatory compliance services

Goji partners with Apex

The partnership aims to streamline onboarding, KYC & AML and digital subscriptions

Diligend partners with Intelligo

The partnership aims to improve due diligence with platform, Clarity

Investing in new tech is major challenge for GPs

According to a new report from Aztec, 83% of alternative investors are struggling with bringing new technologies into their firms

Hazeltree appoints chief technology officer

Paul Higdon joins the treasury management technology provider from ION Treasury

ESG Enterprise launches digital sustainability solution

The ESG-as-a-service API library aims to help firms move towards their sustainability goals

Profile: Phillipe Laval, Jolt Capital

The deep tech investor’s CTO dives into software, data and the intricacies of his role

CSC finalises Intertrust acquisition

CSC first bid for Intertrust in December 2021

IDR launches MLRO offering

The money laundering reporting service covers several fund jurisdictions, including Cayman Islands, Luxembourg, Guernsey, Jersey and the UK

ACA Group expands managed services offering

The company has combined its advisory practice with a regulatory technology tool

Broadridge launches SFDR reporting solution

The end-to-end tool aims at supporting asset managers with SFDR-required disclosures

Workato partners with Lionpoint

The partnership aims to improve operational processes with latest technological advancements

Aztec launches streamlined onboarding solution

Aztec Verify automates the due diligence process while ensuring regulatory compliance

ACA acquires Ethos ESG

The acquisition sees ACA expand its advisory business with tech-based analytics

Maples launches ESG fund services solutions

They aim to support fund managers and institutional investors with ESG and impact investing credentials

Data analytics should be top priority for service providers

EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

Data, cyber security and AI compliance: managing the evolving landscape

Debevoise & Plimpton’s Robert Maddox and Martha Hirst detail how new cyber and privacy rules from regulators worldwide will impact PE firms, and provide five key tips to stay ahead

Profile: Bonnie Kraus, Crane Venture Partners

The COO discusses her career path to Crane, what PE could learn from VC as well as what’s in store for the firm in Q1 2023

IQ-EQ upgrades MaxComply

The redesign aims to improve KYC, AML and employee compliance processes

5 minutes with… Karim Ali, daappa

“We can foresee that with retail investors increasingly wanting to access this asset type, there will be more and more regulations. So compliance is a major area for us.”

TMF Group partners with Governance.com

The partnership aims to accelerate digital governance through process automation

Apex launches portal for credit managers

Credit Data Lens provides real-time loan performance data and P&L calculations

Broadridge launches ESG reporting solution

The solution aims to help ESG asset managers to manage their SFDR compliance

Rising costs threatens tech adoption

GP survey respondents say increased overhead costs is the top challenge when it comes to adopting new technology

Chain reaction: the hidden depths of KYC

KYC is so much more than just a passport and a utility bill. Highvern’s Ken Ritchie details the intricacies of KYC compliance

Profile: Susan Wilkins, Actis

The COO discusses her pathway from Actis portfolio company to the GP, taking over management of Abraaj funds and her role as a member of the inclusion & diversity committee

And the nominees are…

SyndicateRoom’s Graham Schwikkard recounts his journey from COO to CEO by bringing the firm’s tech function from Portugal to the UK, leading to the creation of a bespoke nominee platform to run its EIS fund

5 minutes with… +SUBSCRIBE

+SUBSCRIBE’s Rafay Farooqui talks us through the platform’s onboarding and subscription document processing capabilities

Techwork 2022: Juri Pervjakov, BaltCap

“With increasing workloads, we’ve had to consider the new role of the back office, how to streamline processes and automate workflows"

Techwork 2022: Peter Tucker, IK Partners

“Running an IT department for almost 200 users (and growing), requires all areas of the IT service to evolve with the business”

Techwork 2022: Lyndon Arnold, Triton Partners

“The ultimate objective is to use technology to improve manual processes and facilitate growth in every area, from capital raising through to investment activity”

Unlimited partnership

Over the past year, there has been a surge of partnership agreements between various private equity-focused tech providers. Additionally, these same tech providers have joined forces with a number of service providers. But who is doing what, with who?

Due diligence goes digital

A new report found the majority of survey respondents intend to use more technology and tools to get diligence done in the future

Techwork 2022: Mark Gully, InvestIndustrial

"In addition to our digital transformation programme there are a number of innovative ideas being explored that, once they come to fruition, will make an impact across the PE industry. Watch this space!”

CTOs: Dealing with (unfair?) pressure

Alex Tyler and Ingolv Urnes of psKINETIC look at the challenges and successful coping strategies

Techwork 2022: Victor Davies, Bregal Investments

“We want to build in more automation and use data in a more intelligent way to make decisions, across our IT and investment teams.”

Techwork 2022: Adrian King, Pollen Street Capital

“We want to streamline our processes and the way we communicate with our key stakeholders, to enable us to scale deals and AUM efficiently”

Techwork 2022: Frédéric de Frésart, Argos Wityu

"Our IT infrastructure has evolved into a single hybrid network. Everyone uses and shares the same tools. That has been a huge evolution for our employees because it completely changed the way we work"

Techwork 2022: Hind el Gaidi, Astorg

“Our ultimate aim is to capture the full value chain. From fundraising right the way through to exits, we want to ensure we have best of breed systems in place that will help us to ensure every part of the process is going well.”

Techwork 2022: Patrick Gloor, Montana Capital Partners

“The most important part of my work was and still is, constantly improving cyber security while maintaining the flexibility needed by our employees.”

Techwork 2022: Marc Boullier, PAI Partners

“I want to digitalise deal sourcing, taking into consideration finance, ESG and procurement”

Techwork 2022: Neil Hendricks, Hg

“We encourage a feedback culture, so people can tell us what is working, what isn’t and what helps with their day jobs. That’s the best way to ensure our technology is constantly fit for purpose”

Techwork 2022: Ash Patel, ECI Partners

“Some of my main achievements for the firm include outsourcing our IT services to a managed service provider (MSP) so I can put a greater focus on the strategy and governance part of IT"

The Techwork 2022

Our annual Techwork report charts the industry’s digital progress by focusing on a select group of individuals responsible for this crucial work

“Every PE firm should have a CTO” - Jolt Capital

The need for PE firms to have a CTO is becoming increasingly important, and could become key to a firm's survival

GP tech adoption looms large on LP investment decisions

The majority of LPs' investment decisions are influenced by GPs’ level of technology adoption, according to a recent survey by Brackedale consulting and AssetMetrix

Entrilia launches PE & VC operations solutions

Phase one of the launch includes private equity and venture capital fund accounting, investor insights as well as business intelligence solutions

PE and private debt still behind on digital transformation

Broadridge’s latest report found only 12% of PE and private debt respondents identified as leaders when considering their digital maturity level, compared with 41% of other investment and asset managers

Finance function seeks tech talent

Intertrust’s latest survey found most CFOs expect to hire professionals with this skill set over the next three years

5 minutes with… Global Regulatory Surveillance Services

We caught up with Joe Vittoria and Sarah Donnelly of GRSS to find out about the new firm and its surveillance system offering for regulated businesses

ESG outsourcing: who’s who?

We've compiled a directory of who does what when it comes to ESG outsourcing, to help get those boxes ticked.

Improved tech solutions can drive operational efficiencies

Panellists at the recent Real Deals Mid Market conference agreed ODD, deals and the full investment period could greatly benefit from collaborative software solutions