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My fair value

Are auditors approving VC fair value according to IPEV under false pretences?

Bridgepoint to acquire Alpha FMC

The planned takeover deal is worth £626m

Anduin launches investor data management

Tool should streamline processes and improve investor workflows

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

Preqin launches Transaction Intelligence

Available via Preqin Pro, the tool is aimed at helping PE firms to better analyse deal performance and valuations

AlphaSense snaps up Tegus

Transaction to integrate Tegus’s data into AlphaSense; latter raises $650 in additional funding

Fiscally fit

Cap table complexities and potential solutions

Canoe and InfoGrate partner up

The consulting partnership is aimed at providing outsourced CTO services to family offices

Beauhurst launches ESG dataset

Tool to support users in identifying investment opportunities and evaluating current portfolios

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

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

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

M&A Source partners with ShareVault

Collaboration to enhance the management of high-volume transactions

Ocorian adds FinCrim module to AML compliance tool

The addition is incorporated into the fund admin’s onboarding tool The Gateway

Partners Group launches first evergreen ELTIF

The fund offers gated monthly liquidity events to both retail and institutional investors

Daloopa closes on $18m in Series B

Total of $18m raised to go to product development and market expansion

73 Strings attaches audit mode

Company aims to increase data transparency for fund managers

Apex partners with Capcade

Partnership creates stakeholder management platform

Mayfair creates new senior data lead

Maria Carradice is also responsible for ESG

SimCorp launches integrated portfolio management platform

SimCorp One is the second part of the firm’s offering after Point Solutions, powered by Axioma

Fundwave launches AI assistant

Users may extract information about their fund documentation within Fundwave’s software

Preqin launches ESG performance benchmarks

Offering to support LP investment decision-making, GP’s ESG reporting and ESG intelligence for advisers

Impact intact?

How impact investment firms use in-house reporting tools to report back to LPs and the arguments for standardisation of reporting procedures

Pactio receives $14m

Series-A funding for the AI-integrated transaction management platform is led by EQT Ventures

Dasseti and Colmore form partnership

The combined forces aim to improve LP post-investment and ESG managed service data collection and reporting

Gen II launches data management tool

Company aims to integrate fund data admin with in-house teams and third-party platform, streamlining access

Oaklins NL launches valuation advisory

Firm welcomes new partners Tijn Bastiaans and Costas Constantinou

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

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

BoE takes closer look at PE valuations

The Financial Policy Committee calls for more transparency in private market asset pricing amid continuing macroeconomic challenges

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

S&P makes CapIQ Pro updates

Users of the platform can now access an advisory and underwriting page, among several other performance enhancements

Canoe Asset Data launches

The product, which is accompanied by its own app, allows users to extract and view asset-level data

Second(aries) to none

Pros and cons of tokenisation for the secondaries market

Atlas Metrics partners with Bunch

The partnership combines Bunch's investor portal with Atlas Metric's ESG reporting platform

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

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

S&P acquires Visible Alpha

Company aims to bolster Capital IQ offering as it explores opportunities in wealth management services

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

Euroclear and Goji launch private market funds solution

The tool harnesses Goji’s technology on Euroclear’s FundSettle platform

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

FCA cracks down on private market valuations

The review is expected to scrutinise valuation processes, governance and professionals in charge of the process

What the AI?!... Montagu

Partner Daniel Fischer believes there are AI opportunities to be developed in risk management workflows

Filament Syfter and SourceScrub team up

Partnership aims to support firms in data-driven decision making

ERM and Greenomy join forces

The sustainability consultancy aims to incorporate Greenomy’s ESG reporting services

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

Ontra expands legal operating platform

Ontra Atlas is an automated entity management solution

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.

Gen II launches strategic and digital solutions group

Robert Caporale has been appointed as group president

Vector updates fund accounting tool

The fund administrator has incorporated a GP and LP portal into Valence

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

What the AI?!

CEO of Ed Green shares how the firm is making operations smoother with automation

Valutico partners with Integra International

Tax, audit and accounting association will offer Valutico’s valuation services to its clients

Context Analytics launches CAPE

The software automates data extraction from various pitch decks into a structured format

Onboarding liquidity providers biggest FX operational challenge

MillTechFX’s latest report lays out the biggest operational obstacles when it comes to FX hedging

Same soup just reheated

LPs’ operational priorities are unchanged in 2023 and include automation, understanding new investment structures and creating workflow efficiencies, Dynamo Software survey finds

Sounds of the summit… Tech spec

A post-summit debrief sees BGF’s Alastair Pilgrim and Federated Hermes’ Matt Guy discuss developing tech stacks

Securitize acquires Onramp Invest

The acquisition allows registered investment advisers to offer PE investments to their clients

MSCI acquires Burgiss

MSCI will purchase the remaining 66% of the data provider

Inveniam launches Inveniam AI

The Miami-based division is developing automated blockchain-enabled data interpretation tools for private markets

PitchBook expands LCD research

The data provider has added LCD Credit News and Debt Deal Data into its platform