CRM

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