CRM
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?