Data room

A&M partners with Pactio

Partnership enhances the firm’s M&A tax advisory services with Pactio’s transaction structuring automation tools

LemonEdge partners with ROYC

The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds

Qashqade and Entrilia integrate

Qashqade waterfall calculations can run through Entrilia's fund accounting platform

Carta and Merge combine

The partnership aims to enhance equity management processes

Moonfare launches ELTIF 2.0 strategy

Company targets buyout and growth funds as well as co-investments

Deloitte partners with Workiva and Informatica

The collaboration integrates AI data management and cloud-based reporting into the advisory’s ESG compliance services

LeadingMile partners with Qashqade

The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring

What the AI?!... Tamarix Technologies

Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations

Robin AI launches contract defined-term checker

The additional feature means contract terms can be automatically verified and located within a document

Financial Policy Committee outlines systemic risks in private credit

More regulatory scrutiny is expected to be placed on valuations, risk management, liquidity and leverage mechanisms to monitor systemic risks in private credit

Ocorian partners up

Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji

Profile: Miguel Gutiérrez, Portobello Capital

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

Intelligent Legal Solutions enters market with side-letter management solution

Company aims to automate side-letter management for law firms and keep billable hours for private equity firms down

Alchelyst partners with Goji

Fund admin adopts fintech technology to help digitalise investor onboarding

Discovery gone digital

VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers

Astorg appoints head of digital

Valérie Legat, joining from Carrefour Group, also becomes managing director

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

Morningstar partners with iCapital

Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support

Gen II partners with Canoe

The collaboration aims to assist the fund administrator with automating fund document management

Livingbridge promotes Steve Jones

Jones now assumes the role of head of data

Blueflame AI integrates Microsoft Excel add-in

The update aims to streamline and automate the DDQ process

5 minutes with… Sander Andersen, founder of Finpeers

Swiss blockchain-enabled fundraising tool launches to connect HNWIs through its digital LP marketplace, aiming to increase access to private equity funds

Alter Domus launches ELTIF fund admin service

The added functionality supports the administration of private market open-ended funds and includes liquidity management support

Robin AI secures $26m

Funding aims to expand legal AI tech provider’s presence in the US, inaugurate its presence in Asia Pacific and increase AI engineer headcount

Canoe partners with K1x

Fintech company pushes the boat out with additional tax document automation functionality

Voluntary ESG ratings code of conduct launches

ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers

Apex invests in Tokeny

The fund administrator sees asset tokenisation as the future of private markets

What the AI?!... Sure Valley Ventures

CTO John Frizelle talks GPT plugins, prompt engineering, educating employees on new technology and much more

Canoe and Deviate join forces

Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration

LPs eyeing up AI

Key use cases identified include fund monitoring and competitor benchmarking

Quantium partners with Microsoft Azure

Investment management software stores data and has built its investor portal on Microsoft’s cloud computing platform

Profile: Martim Avillez, Limerston Capital

The COO and founding partner discusses setting up the firm’s operations, combining them with his investment duties and navigating difficult times

Lunate and BNY Mellon invest in Alpheya

Company to develop wealth management platform for wealth and asset managers

Crossbreed funds

How PE is shedding its ‘illiquid’ skin and creating hybrid funds to access the private wealth market

What the AI?!... Schroders Capital

Head of global venture investments Steven Yang delves into the machine learning toolset that the firm’s data team has developed during the last decade

StepStone launches intelligence platform

Tool to provide research, reporting, portfolio optimisation and benchmarking across private markets

Ontra integrates GPT-4

The large language model will be incorporated into the firm’s AI engine Ontra Synapse

LISTEN: Tick-tock. Time to tokenise?

Tokenisation use cases for private markets

Ad hoc portfolio reporting to be expected in the next three years

GPs and LPs are forecasting increased reporting functionalities within private markets, according to CSC’s latest report

ESMA prioritises cyber risks

Digital resilience, including cybersecurity risk management, will be a key priority for the Authority

The digital CFO

While most CFOs would protest at the idea of their entire role being outsourced, an example of a plug-in CFO service is the upcoming launch of Corvus Group. Is it time to outsource the CFO entirely?

Altvia partners with Dakota

Partnership aims to accelerate fundraising with enhanced data insights

Arch secures $20m

The funding aims to enhance the private investment management platform’s service offering, which includes tax document management, among other workflow solutions

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.

Accelex secures $15m

The series-A funding round was led by FactSet

UK fund managers find manual processes biggest FX operational challenge

MilltechFX’s survey found UK GPs are investigating ways to automate FX processes to remove the manual burden

FCA joins Project Guardian

The regulator has joined the policymaker group to assess the use cases of asset tokenisation

BoE’s Financial Policy Committee promotes operational resilience around cybersecurity

Elisabeth Stheeman, external member of the FPC, outlines key risk factors for the finance industry

Clarity AI and Next Gate Tech join forces

Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios

Amundi Technology partners with Accelex

The asset manager’s tech division will incorporate automated data extraction and document harvesting into its existing portfolio monitoring offering

Adepa adopts eFront

Luxembourg-based fund administrator is integrating investment software into its services

EZOPS launches Pypeline

The solution is catered towards structuring data from financial institutions

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

Canoe consults on Canoe Asset Data

Launch of Canoe Data Innovation Hub has enabled a client-to-firm partnership for the development of Canoe Asset Data

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

(De)generative AI

As AI technology develops, so do the associated risks

Profile: Begoña Aguilera Navajas, Sherpa Capital

The head of IR and ESG speaks to us about her dual role and how ESG has developed during the course of her career

Kennek secures $12.5m

Seed funding round was led by HV Capital

Moonfare partners with Quintet

Digital private markets platform aimed at individual investors will be made available to HNWI clients of the Luxembourg private bank