CRM
14 June 2024
Anduin launches investor data management
Tool should streamline processes and improve investor workflows
23 May 2024
Top of the ops: Me, myself and AI
TOTO is back – and this time we put Gen AI risk management under the lens with John Frizelle, CTO at Sure Valley Ventures
13 May 2024
Quilvest appoints new COO
Eggleston is the second senior executive to join Quilvest from Pantheon in recent months
Operational Technology Report 2024
Our 2024 Operational Technology Report - with in-depth analyses of the latest tech state of play in midmarket PE, profiles of key operational leaders, and more - is now available to download.
10 April 2024
Pactio receives $14m
Series-A funding for the AI-integrated transaction management platform is led by EQT Ventures
8 April 2024
Equipped.ai launches AI solutions
Company’s platform now includes LLM-based chat interface, a “virtual personal assistant” and onboarding workflow system
8 April 2024
LeadingMile integrates TARA into Salesforce
The technology consultancy’s automated CRM testing tool can now be integrated into any web-based application, according to the founder Martijn Voorhaar
8 April 2024
Profile: Dorothea Sztopko, Golding Capital Partners
Heralds COOs as the agents of change, discusses their role in digital transformation and highlights the importance of communication
Technology Report 2024
Welcome to the first instalment of the Technology Report, which shines a light on GPs at the cutting edge of tech adoption for front-office functions, and the providers powering that transformation
20 March 2024
Q&A: A model idea
A bespoke solution was key for ECI’s deal origination process according to Suzanne Pike, partner and head of origination at the firm
20 March 2024
Q&A: Building a tech Nexus
NorthEdge’s Lucie Mills and James Hales discuss how the mid-cap GP is using technology to support deal origination, identify potential deal targets and enrich various interactions
20 March 2024
Going digital
Nicholas Neveling explores how GPs are harnessing big data and AI not only to boost portfolio company performance, but also to provide a competitive edge when it comes to sourcing and executing deals
29 February 2024
Hamilton Lane partners with Sygnum and Apex to enhance tokenisation offering
The partnership introduces a new digital share class into Hamilton Lane’s Global Private Assets Fund
23 February 2024
Intapp makes advancements in generative AI
The cloud-based software solution has released a generative AI-enabled package of features designed to help deal teams with automating the processing of unstructured data
15 February 2024
Alkymi forms pack with Lionpoint
Partnership aims to assist mutual clients with digital transformation
13 February 2024
Jolt sells minority stake to Armen
GP stakes investor to support Jolt with continued development of deeptech platform and geographical expansion
25 January 2024
Profile: Miguel Gutiérrez, Portobello Capital
The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office
19 January 2024
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
11 January 2024
Dura acquires Satuit
Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry
4 January 2024
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
6 November 2023
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.
18 October 2023
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
16 October 2023
Blueflame AI launches
ACA’s senior adviser Raj Bakhru has co-founded the generative AI tool to help GPs structure unstructured data
16 October 2023
A&M appoints generative AI practice head
Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry
6 October 2023
Ocorian gets an A-Pass
The acquisition of the corporate administration service provider will strengthen Ocorian’s presence in Asia
6 October 2023
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
5 October 2023
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
28 September 2023
ListAlpha launches automated dealflow tool
Platform combines CRM with proprietary company research driven by AI
27 September 2023
What the AI?!... Montagu
Partner Daniel Fischer believes there are AI opportunities to be developed in risk management workflows
26 September 2023
Filament Syfter and SourceScrub team up
Partnership aims to support firms in data-driven decision making
22 September 2023
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
11 September 2023
Altvia continues partnership with Passthrough
Companies launch tool that integrates a CRM with an LP onboarding solution
22 August 2023
Sounds of the summit… Tech spec
A post-summit debrief sees BGF’s Alastair Pilgrim and Federated Hermes’ Matt Guy discuss developing tech stacks
7 August 2023
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
18 July 2023
Apex signs strategic partnership with Flow
The fund administrator’s clients will have access to Flow’s investor lifecycle management platform
29 June 2023
InvestorFlow enters European market with new London office
Former BlackRock vice-president Richard Davies to lead the company’s European operations
26 June 2023
Comment: Decision delegation
Hamish Paget-Brown, associate at ECI Partners , explores the potential of AI to lead decision making in the private equity market.
8 June 2023
The Drawdown Awards 2023: Winners announced
Congratulations to all of the winners of The Drawdown Awards 2023
17 May 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
9 May 2023
TMF Group partners with Holland Mountain’s ATLAS
TMF’s fund services practice will integrate the data platform to enhance client reporting offering
3 May 2023
Comment: Transforming the alternative investment industry
Alter Domus's chief commercial officer Alex Traub discusses the fund administrator's digital transformation
18 April 2023
Dasseti launches RFP platform
Dasseti Engage automates RFP and DDQ processes through natural language processing and AI
14 April 2023
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
12 April 2023
Passthrough partners with Altvia
Partnership aims to leverage data and tech to improve fundraising process
12 April 2023
TECHWORK 23: Dan Costa, ICG
Dan is implementing digitalisation and automation across the firm's departments
11 April 2023
Alkymi adopts GPT
The data services company’s Data Acceleration Platform is now powered by GPT
10 April 2023
TECHWORK 23: Simon Munday, Bregal Investments
Simon is passionate about data visualisation
22 March 2023
GoldenSource launches investment book of record
The additional functionality was created in partnership with MAIA Technology
10 November 2022
Profile: Phillipe Laval, Jolt Capital
The deep tech investor’s CTO dives into software, data and the intricacies of his role
27 October 2022
Workato partners with Lionpoint
The partnership aims to improve operational processes with latest technological advancements
22 September 2022
Intapp partners with Equilar
Partnership aims to provide access to corporate leadership data
15 September 2022
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
8 September 2022
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
31 August 2022
TDA 2022: COO of the Year: Steven Whitaker, Equistone
We explore the operational improvements Whitaker made that enhanced the overall capabilities of the firm
16 August 2022
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
15 August 2022
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
10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements
1 August 2022
Altvia receives investment
Marlin Equity Partners has provided a majority growth investment to the alternative asset CRM provider
14 July 2022
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
16 June 2022
Valuations expected to drop
PE firms believe valuations will fall in the next six months
13 June 2022
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.
9 June 2022
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
23 May 2022
Rising costs threatens tech adoption
GP survey respondents say increased overhead costs is the top challenge when it comes to adopting new technology
19 May 2022
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
16 May 2022
5 minutes with… DealsPlus
We caught up with founder Venkat Subramaniam to discuss how the platform is standardising deal closing and investment management processes
12 May 2022
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
9 May 2022
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 May 2022
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
20 April 2022
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"
14 April 2022
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”
14 April 2022
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”
14 April 2022
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?
13 April 2022
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
13 April 2022
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!”
13 April 2022
CTOs: Dealing with (unfair?) pressure
Alex Tyler and Ingolv Urnes of psKINETIC look at the challenges and successful coping strategies
12 April 2022
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.”
11 April 2022
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”
11 April 2022
InvestorFlow merges with Cloud Theory
The combined business has also secured a $30m series A investment from Ambina Partners
8 April 2022
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"
7 April 2022
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.”
6 April 2022
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.”
5 April 2022
Techwork 2022: Marc Boullier, PAI Partners
“I want to digitalise deal sourcing, taking into consideration finance, ESG and procurement”
4 April 2022
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”
4 April 2022
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"
4 April 2022
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
1 April 2022
“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
1 April 2022
Real-time data reporting remains a source of friction between LPs and GPs
KKR's Catherine Cutts: "The demand for more granular data versus the ability for GPs to produce that is a source of friction in LP-GP relations"
30 March 2022
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
25 March 2022
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
17 March 2022
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
1 March 2022
Grata closes $25m series-A
The private company intelligence engine will use the fresh capital to accelerate the platform’s ability to access data on mid-market companies
28 February 2022
Profile: Richard Drover, Apis Partners
The CFO discusses his responsibilities outside the finance function, his 100-day plan of action to improve and enhance Apis' processes as well as the challenges of joining a new firm
25 February 2022
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
16 February 2022
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
14 February 2022
Operational Lens: Pantheon Secondary Opportunities Fund (PSOF)
With a total AUM of $52.3bn, Pantheon is a machine when it comes to fundraising. We take a look at the $624m PSOF, to discover how the pros get the job done.
10 February 2022
Blow it all up and start again
Could the rise of 'corporation zero' - designing a fund's operations from scratch - be the remedy to private equity's tricky tech upgrade?
27 January 2022
Your data: Time to take the steering wheel
Private capital firms cannot let off-the-shelf software solutions control data strategy, writes Ingolv Urnes of psKINETIC
11 January 2022
IQ-EQ partners with DealCloud
DealCloud’s CRM system will enable IQ-EQ to enhance the firm’s client relationship management
10 January 2022
Operational forecast for 2022
We take a look at Alpha FMC’s predictions for PE operations this year, as well as individual forecasts for CFOs, COOs, CTOs, CDOs and heads of compliance
22 December 2021
High profile collection
Selection of The Drawdown’s favourite profiles with key operational professionals in 2021
9 December 2021
LISTEN: Talking tech transformation
Hear the insights and expert views of five PE and VC finance and tech professionals on key tech trends
3 November 2021
Allvue launches platform for emerging PE and VCs
"It is essential that smaller firms have the necessary infrastructure to hold their own against industry peers."
27 October 2021
Blockchain and big data most important future tech tools
Intertrust Group’s latest report found 46% of respondents cited blockchain/DLT as the most important tech tool for private capital funds over the next five years
7 October 2021
LISTEN: The Drawdown speaks to Private Equity Technology Podcast
Alice Murray, editor of The Drawdown, speaks to Lisa Weaver-Lambert and Alex Agran of the Private Equity Technology Podcast
24 September 2021
The Drawdown Awards 2021: Winners announced
Congratulations to the winners of our recent 2021 Drawdown Awards
21 September 2021
AnaCap spins out its tech platform
“Equipped AI allows individuals and companies to analyse vast lakes of data in real-time, helping to map and execute investment strategies across multiple geographies.” -- Mike Edwards
20 September 2021
Profile: Frédéric de Frésart, Argos Wityu
The chief information officer discusses the firm's digital transformation, key considerations to ensure security isn't breached for hybrid working models as well as why blockchain is one to watch
6 September 2021
Great techspectations
As private capital market tech solutions grow in number and functionality; how aligned are GPs internally when it comes to their expectations of technology systems?
21 July 2021
State Street acquires Mercatus
Acquisition connected to launch of front-to-back, full-suite investment management platform
8 July 2021
The Drawdown Awards 2021: Finalists Announced
Thank you to everyone who entered, and a massive congratulations to all those that made the shortlist
18 June 2021
PE needs to spend more on data management
State Street's report found 70% of alternative asset managers said they need to spend more money on data management to handle increased pressures and demands
13 May 2021
Profile: Sedef Köktentürk, Blue Horizon
The managing partner & COO discusses upgrading the impact investor's technology and processes, how the niche strategy impacts her role, and how being an Olympic athlete taught her the value of collaboration and cooperation to achieve goals
29 April 2021
The Techwork: Christopher Conradi, FSN Capital Partners
"Technology is personal - let people pick the phone they want, the laptop they want and the software tools they want."
28 April 2021
LISTEN: Do we even need standardisation? Episode 2
The second instalment of a recent podcast discussion examined industry body reporting efforts, and asked if standardised reporting is still necessary?
28 April 2021
The Techwork: Simon Andersen, 3i
“Today, digitalisation is at the heart of 3i’s investment strategy and operating model."
27 April 2021
The Techwork: Neil Patel, Apax Partners
“The key focus at present is improving agility, introducing and pioneering technology that allows the firm to work more efficiently as it grows.”
23 April 2021
The Techwork: Peter Finden Bamrud, Verdane
"We are building a machine learning centre to enable portfolio companies that have progressed to more advanced levels of their data journey to harness their data to a much larger extent.”
22 April 2021
Profile: Magdalena Pasecka, Innova Capital
The partner and CFO discusses her reasons for leaving and returning to Innova, operational challenges of CEE-funds as well as why being a woman in PE is an advantage
21 April 2021
The Techwork: Alex Mathers, Inflexion
“My job isn’t to take over from the management team, it’s to help them get to the right priorities and find the right people to help them.”