Data room
25 July 2024
‘Data is the core to painting the picture’
To harness sustainability-linked loans and improve the top and bottom lines of portfolio companies, GPs need to solve the data challenge
22 July 2024
Profile: Karen Sands, COO, Federated Hermes Private Equity
From psychology to finance; from finance to COO; Karen Sands charts her professional journey, highlighting how her interpersonal skills have helped her reshape teams
18 July 2024
5 minutes with… Philipp Neidel and Joachim Mogck, partners at Orbit
Neidel (right) and Mogck (left) launched their boutique law firm to specifically focus on advising the product ‘fund’ and deploy technology to improve and accelerate services
3 July 2024
HSF launches ESG tracker
Law firm aims to empower through information and provide an early warning system
1 July 2024
Conundrum of ESG choice
Amid a myriad of software, partnerships and consultants, how do GPs make the right choice?
1 July 2024
Moody’s and MSCI team up
Partnership to enhance ESG transparency and explore private credit market opportunities
27 June 2024
S&P launches Peer Comparables
The update will be incorporated into portfolio monitoring platform iLEVEL to enhance valuations comparisons between public and private companies
20 June 2024
My fair value
Are auditors approving VC fair value according to IPEV under false pretences?
14 June 2024
Anduin launches investor data management
Tool should streamline processes and improve investor workflows
12 June 2024
MSCI launches gen AI investment risk modelling tools
AI Portfolio Insights and Macro Finance Analyzer are available via the firm’s tech platform MSCI ONE
12 June 2024
Preqin launches Transaction Intelligence
Available via Preqin Pro, the tool is aimed at helping PE firms to better analyse deal performance and valuations
12 June 2024
AlphaSense snaps up Tegus
Transaction to integrate Tegus’s data into AlphaSense; latter raises $650 in additional funding
31 May 2024
Canoe and InfoGrate partner up
The consulting partnership is aimed at providing outsourced CTO services to family offices
29 May 2024
Beauhurst launches ESG dataset
Tool to support users in identifying investment opportunities and evaluating current portfolios
28 May 2024
Cost cutters: Four tips for operational resilience
Ace & Company’s managing partner Sally Beh says careful cash management is a crucial step in trying times
23 May 2024
Manaos updates SDR reporting solution
Alternative asset managers can make use of the platform’s database of more than 20 ESG tech providers to help with impending SDR reporting
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
20 May 2024
M&A Source partners with ShareVault
Collaboration to enhance the management of high-volume transactions
9 May 2024
Ocorian adds FinCrim module to AML compliance tool
The addition is incorporated into the fund admin’s onboarding tool The Gateway
9 May 2024
Partners Group launches first evergreen ELTIF
The fund offers gated monthly liquidity events to both retail and institutional investors
8 May 2024
Daloopa closes on $18m in Series B
Total of $18m raised to go to product development and market expansion
29 April 2024
73 Strings attaches audit mode
Company aims to increase data transparency for fund managers
24 April 2024
SimCorp launches integrated portfolio management platform
SimCorp One is the second part of the firm’s offering after Point Solutions, powered by Axioma
12 April 2024
Fundwave launches AI assistant
Users may extract information about their fund documentation within Fundwave’s software
11 April 2024
Preqin launches ESG performance benchmarks
Offering to support LP investment decision-making, GP’s ESG reporting and ESG intelligence for advisers
11 April 2024
Impact intact?
How impact investment firms use in-house reporting tools to report back to LPs and the arguments for standardisation of reporting procedures
10 April 2024
Pactio receives $14m
Series-A funding for the AI-integrated transaction management platform is led by EQT Ventures
9 April 2024
Dasseti and Colmore form partnership
The combined forces aim to improve LP post-investment and ESG managed service data collection and reporting
8 April 2024
Gen II launches data management tool
Company aims to integrate fund data admin with in-house teams and third-party platform, streamlining access
4 April 2024
Oaklins NL launches valuation advisory
Firm welcomes new partners Tijn Bastiaans and Costas Constantinou
4 April 2024
Clearwater acquires risk solutions from Wilshire Advisors
Wilshire’s Axiom, Atlas, Abacus and iQComposite will be incorporated into Clearwater’s risk and performance analytics platform
3 April 2024
IVSC releases survey on ESG in valuations
The international council aims to collect market feedback on how ESG is being used as part of the valuation process
2 April 2024
BoE takes closer look at PE valuations
The Financial Policy Committee calls for more transparency in private market asset pricing amid continuing macroeconomic challenges
19 March 2024
Chronograph and Quantspark partner up
The two fintech companies aim to consolidate their GP and LP client base to improve portfolio monitoring and value creation processes
18 March 2024
S&P makes CapIQ Pro updates
Users of the platform can now access an advisory and underwriting page, among several other performance enhancements
13 March 2024
Canoe Asset Data launches
The product, which is accompanied by its own app, allows users to extract and view asset-level data
6 March 2024
Atlas Metrics partners with Bunch
The partnership combines Bunch's investor portal with Atlas Metric's ESG reporting platform
4 March 2024
Kroll launches two fraud solution tools
Risk Analytics Monitor and Managed Compliance Software use data analytics and AI technology to help automate risk management workflows
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
21 February 2024
S&P acquires Visible Alpha
Company aims to bolster Capital IQ offering as it explores opportunities in wealth management services
20 February 2024
A&M partners with Pactio
Partnership enhances the firm’s M&A tax advisory services with Pactio’s transaction structuring automation tools
20 February 2024
LemonEdge partners with ROYC
The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
12 February 2024
Carta and Merge combine
The partnership aims to enhance equity management processes
7 February 2024
Moonfare launches ELTIF 2.0 strategy
Company targets buyout and growth funds as well as co-investments
6 February 2024
Deloitte partners with Workiva and Informatica
The collaboration integrates AI data management and cloud-based reporting into the advisory’s ESG compliance services
6 February 2024
LeadingMile partners with Qashqade
The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring
5 February 2024
What the AI?!... Tamarix Technologies
Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations
2 February 2024
Robin AI launches contract defined-term checker
The additional feature means contract terms can be automatically verified and located within a document
30 January 2024
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
29 January 2024
Ocorian partners up
Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji
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
23 January 2024
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
23 January 2024
Alchelyst partners with Goji
Fund admin adopts fintech technology to help digitalise investor onboarding
22 January 2024
Discovery gone digital
VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers
22 January 2024
Astorg appoints head of digital
Valérie Legat, joining from Carrefour Group, also becomes managing director
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
18 January 2024
Morningstar partners with iCapital
Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support
17 January 2024
Gen II partners with Canoe
The collaboration aims to assist the fund administrator with automating fund document management
11 January 2024
Blueflame AI integrates Microsoft Excel add-in
The update aims to streamline and automate the DDQ process
8 January 2024
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
4 January 2024
Alter Domus launches ELTIF fund admin service
The added functionality supports the administration of private market open-ended funds and includes liquidity management support
3 January 2024
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
21 December 2023
Canoe partners with K1x
Fintech company pushes the boat out with additional tax document automation functionality
19 December 2023
Voluntary ESG ratings code of conduct launches
ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers
18 December 2023
Apex invests in Tokeny
The fund administrator sees asset tokenisation as the future of private markets
13 December 2023
What the AI?!... Sure Valley Ventures
CTO John Frizelle talks GPT plugins, prompt engineering, educating employees on new technology and much more
13 December 2023
Canoe and Deviate join forces
Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration
12 December 2023
LPs eyeing up AI
Key use cases identified include fund monitoring and competitor benchmarking
4 December 2023
Quantium partners with Microsoft Azure
Investment management software stores data and has built its investor portal on Microsoft’s cloud computing platform
27 November 2023
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
23 November 2023
Lunate and BNY Mellon invest in Alpheya
Company to develop wealth management platform for wealth and asset managers
22 November 2023
Crossbreed funds
How PE is shedding its ‘illiquid’ skin and creating hybrid funds to access the private wealth market
20 November 2023
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
16 November 2023
StepStone launches intelligence platform
Tool to provide research, reporting, portfolio optimisation and benchmarking across private markets
16 November 2023
Ontra integrates GPT-4
The large language model will be incorporated into the firm’s AI engine Ontra Synapse
15 November 2023
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
13 November 2023
ESMA prioritises cyber risks
Digital resilience, including cybersecurity risk management, will be a key priority for the Authority
13 November 2023
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?
9 November 2023
Altvia partners with Dakota
Partnership aims to accelerate fundraising with enhanced data insights
9 November 2023
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
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.
2 November 2023
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
1 November 2023
FCA joins Project Guardian
The regulator has joined the policymaker group to assess the use cases of asset tokenisation
30 October 2023
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
27 October 2023
Clarity AI and Next Gate Tech join forces
Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios
26 October 2023
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
26 October 2023
Adepa adopts eFront
Luxembourg-based fund administrator is integrating investment software into its services
20 October 2023
EZOPS launches Pypeline
The solution is catered towards structuring data from financial institutions
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
17 October 2023
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
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
12 October 2023
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
10 October 2023
Moonfare partners with Quintet
Digital private markets platform aimed at individual investors will be made available to HNWI clients of the Luxembourg private bank
6 October 2023
Euroclear and Goji launch private market funds solution
The tool harnesses Goji’s technology on Euroclear’s FundSettle platform
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
28 September 2023
FCA cracks down on private market valuations
The review is expected to scrutinise valuation processes, governance and professionals in charge of the process
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
ERM and Greenomy join forces
The sustainability consultancy aims to incorporate Greenomy’s ESG reporting services
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
20 September 2023
Ontra expands legal operating platform
Ontra Atlas is an automated entity management solution
14 September 2023
Dancing to the same tune?
With GP stake investors increasingly eyeing the European mid-market, GPs must ensure they are in sync with their new partners.
13 September 2023
Gen II launches strategic and digital solutions group
Robert Caporale has been appointed as group president
12 September 2023
Vector updates fund accounting tool
The fund administrator has incorporated a GP and LP portal into Valence
11 September 2023
Data constraints the biggest ESG integration hurdle
Some 71% of respondents to the BNP Paribas ESG Global Survey 2023 find lack of ESG data quality a major barrier to making more sustainable investments
11 September 2023
What the AI?!...Equipped.ai
CEO of Equipped.ai Ed Green shares how the firm is making operations smoother with automation
7 September 2023
Valutico partners with Integra International
Tax, audit and accounting association will offer Valutico’s valuation services to its clients
6 September 2023
Context Analytics launches CAPE
The software automates data extraction from various pitch decks into a structured format