Data room
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