CRM

Alkymi forms pack with Lionpoint

Partnership aims to assist mutual clients with digital transformation

Jolt sells minority stake to Armen

GP stakes investor to support Jolt with continued development of deeptech platform and geographical expansion

Profile: Miguel Gutiérrez, Portobello Capital

The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office

ESAs publish DORA draft RTS

Subject to approval by the European Commission, the technical standards outline the framework for good governance of ICT critical third parties

Dura acquires Satuit

Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry

UK regulators consult on the operational resilience of critical third parties

FCA, PRA and Bank of England welcome feedback on the proposed framework deeming certain third-party organisations as ‘critical’, to reduce any associated systemic risks to the financial services industry

What the AI?!... Triton Partners

Head of technology Lyndon Arnold updates us on the firm’s outlook on AI and its potential use cases, as well as its ongoing implementation of the technology.

What the AI?!... Sagard

Scott Wu, CTO at Sagard, reveals how the creation of Canopy has helped to evolve the firm’s deal-sourcing processes

Blueflame AI launches

ACA’s senior adviser Raj Bakhru has co-founded the generative AI tool to help GPs structure unstructured data

A&M appoints generative AI practice head

Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry

Ocorian gets an A-Pass

The acquisition of the corporate administration service provider will strengthen Ocorian’s presence in Asia

What the AI?!... PAI Partners

Marc Boullier, managing director and lead for IT and digital transformation, talks all things Alfred, the firm's own LLM-powered assistant

Sponsored content: Data-led people strategies

Bertie Heyman, CEO of it|venture, explains why the right people strategy is critical for private markets businesses and their data strategies

ListAlpha launches automated dealflow tool

Platform combines CRM with proprietary company research driven by AI

What the AI?!... Montagu

Partner Daniel Fischer believes there are AI opportunities to be developed in risk management workflows

Filament Syfter and SourceScrub team up

Partnership aims to support firms in data-driven decision making

What the AI?!... NGP Capital

VP of data analytics Atte Honkasalo and partner Christian Noske discuss how NGP’s internal startup search platform is shaking up operational workflows

Altvia continues partnership with Passthrough

Companies launch tool that integrates a CRM with an LP onboarding solution

Sounds of the summit… Tech spec

A post-summit debrief sees BGF’s Alastair Pilgrim and Federated Hermes’ Matt Guy discuss developing tech stacks

The Drawdown Award Winners: John Eggleston

John Eggleston, partner and global CTO at Pantheon Ventures, was named Technology Professional of the Year at The Drawdown Awards 2023

Apex signs strategic partnership with Flow

The fund administrator’s clients will have access to Flow’s investor lifecycle management platform

InvestorFlow enters European market with new London office

Former BlackRock vice-president Richard Davies to lead the company’s European operations

Comment: Decision delegation

Hamish Paget-Brown, associate at ECI Partners , explores the potential of AI to lead decision making in the private equity market.

The Drawdown Awards 2023: Winners announced

Congratulations to all of the winners of The Drawdown Awards 2023

Survey: How is your digital transformation progressing?

The digital transformation of private capital funds continues to gather pace – The Drawdown, in partnership with IQ-EQ, is once again taking the pulse of the private capital fund market's digital transformation

TMF Group partners with Holland Mountain’s ATLAS

TMF’s fund services practice will integrate the data platform to enhance client reporting offering

Comment: Transforming the alternative investment industry

Alter Domus's chief commercial officer Alex Traub discusses the fund administrator's digital transformation

Dasseti launches RFP platform

Dasseti Engage automates RFP and DDQ processes through natural language processing and AI

Comment: Empowering the middle office

Patrycja Dos Santos, middle office specialist at AssetMetrix, shares her thoughts on the need for a full middle office services platform and current trends towards tech-enabled solutions

Passthrough partners with Altvia

Partnership aims to leverage data and tech to improve fundraising process

TECHWORK 23: Dan Costa, ICG

Dan is implementing digitalisation and automation across the firm's departments

Alkymi adopts GPT

The data services company’s Data Acceleration Platform is now powered by GPT

TECHWORK 23: Simon Munday, Bregal Investments

Simon is passionate about data visualisation

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

Profile: Phillipe Laval, Jolt Capital

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

Workato partners with Lionpoint

The partnership aims to improve operational processes with latest technological advancements

Intapp partners with Equilar

Partnership aims to provide access to corporate leadership data

Profile: Kerrie Chung, Welkin Capital Management

The finance director discusses the firm’s setup when she joined, differences between fund administration for Cayman funds and local RMB funds, as well as Welkin’s tech stack

Profile: Kenta Shima, J-STAR

The head of operations & IR discusses the Japanese private equity market, challenges within his role, J-STAR’s tech stack and setting up the firm’s latest fund

TDA 2022: COO of the Year: Steven Whitaker, Equistone

We explore the operational improvements Whitaker made that enhanced the overall capabilities of the firm

TDA 2022 Technology: CRM & Deal Origination winner: DealCloud by Intapp

Ben Harrison, president of financial services at DealCloud talks about the enhancements the team made to the platform in 2021, which impressed the judges

TDA 2022 Technology: Investor Relations winner: PEARonline

The team describe their strong foundation with GPs and LPs, which has enabled them to work on a new version of the platform as well as expands its sales and marketing resources

Data analytics should be top priority for service providers

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

Altvia receives investment

Marlin Equity Partners has provided a majority growth investment to the alternative asset CRM provider

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

Valuations expected to drop

PE firms believe valuations will fall in the next six months

Operational lens: Summa Equity Fund III

Summa’s latest fund was almost quadruple the size of its predecessor, despite being raised remotely. General counsel Martin Sjölund, talks us through their Swedish fund structure, the bespoke onboarding solution, tackling compliance heavy ODD and Summa’s supportive partners.

Profile: Patrick Camenisch, Evoco Private Equity

The director of finance and operations discusses automating processes, fund administrator challenges, and why Evoco switched fund domicile from Jersey to Luxembourg

Rising costs threatens tech adoption

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

Operational lens: Circularity backs P2i

With a circular economy investment strategy framework, Circularity Capital delves deep into the details when it comes to deals. We take a look at the operational work behind the firm’s recent £8m investment into P2i

5 minutes with… DealsPlus

We caught up with founder Venkat Subramaniam to discuss how the platform is standardising deal closing and investment management processes

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

Profile: Razzak Akbar, Freshstream

The CFO discusses Freshstream’s spinout from Bregal, the ongoing relationship between the two firms and setting up the Dutch office

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!”