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v2.0

Fundraising & fund structuring

5 minutes with… Will Roxburgh, Khepri

The managing partner talks MJ Hudson management buyout origins, the market consolidation in fund administration and its consequences for the rise of boutique firms

S&P makes CapIQ Pro updates

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

Ocorian’s Nordic Trustee comes to the UK

Anatoly Sorin will head the London team

Hazeltree adds remote access to treasury platform

Other product updates include the addition of a mobile transaction approver application

Rede Partners appoints head of strategic capital advisory

Riccardo Villa will lead the advisory’s alternative liquidity solutions services

Canoe Asset Data launches

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

European Commission rejects ESMA’s ELTIF 2.0 draft RTS

Liquidity mechanisms have been revised to make it easier to set up evergreen funds and to better attract individual investors to private markets, but the proposals still divide the investment community

Stake a chance on… Scarcity Partners

The firm uses an evergreen structure to slow-cook emerging managers in a land down under

Second(aries) to none

Pros and cons of tokenisation for the secondaries market

FCA increases AML oversight

Recipients of the regulator’s recent Dear CEO letter have six months to perform a gap analysis

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

Investec expands GP advisory practice

Asante Capital’s Oliver Altendorf, Harbourvest’s Christoph Schwarz and Credit Suisse’s Emilia Korobowicz join advisory lead Stefano Manna

The Third Party

The borrowers and lenders of fund finance have credit rating company…

Amicorp FS launches LP onboarding platform

The cloud-based system AMI-GO enhances the document verification process

Bischoff succeeds Peel as head of finance at Travers Smith

Charles Bischoff (left) has been a partner since 2012; Peel (right) to remain at the firm and continue to ‘play a significant role’ in the practice

5 minutes with… Joanne McEnteggart, IQ-EQ

The global head of debt, capital markets and corporate at IQ-EQ talks about private debt challenges, prioritising talent and Ireland’s prospects as a fund domicile

Tyrannosaurus Regs?

How are global regulators scrutinising AML procedures and is that oversight increasing?

ELTIF 2.0 – A case study

How Moonfare provides liquidity to its investors via an auction process instead of redemptions

Economic symptoms of longevity

Addleshaw Goddard’s latest Funds Trends Report showcases the effects of longer fundraising and investing periods on the economics of the GP-LP relationship

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

Comment: What you need to know about ELTIF 2.0

Karma Samdup and Vicki Odette, partners at Haynes & Boone, examine how ELTIF 2.0 aims to unlock private market access for retail investors

Next stop – carried interest

Liquidity event delays are having an effect on waterfall calculation models

LISTEN: Top of the ops: Is the grass evergreener?

A conversation with Eurazeo's Luc Maruenda on setting up evergreen fund structures

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

Trinity Communications launches

Charles Clarke founded the public relations agency for asset managers and investors to help GPs grow and retain their assets in a tough fundraising environment

LemonEdge partners with ROYC

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

Ely Place Partners appoints head of research

Gareth Morgan co-founded the firm’s Prospect Private Markets business line

ILPA appoints inaugural general counsel

Appointment comes amid association’s legal battle with PE trade bodies regarding preferential treatment under SEC’s Private Fund Rules

Jolt sells minority stake to Armen

GP stakes investor to support Jolt with continued development of deeptech platform and geographical expansion

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

Borne but not raised

A tight fundraising and deal-doing environment has GPs pondering how to structure aborted deal costs

General Atlantic takes minority stake in Partners Capital

Transaction is a bid to support firm with managing succession

Ogier expands Luxembourg fund finance team

Delphine Gomes is a banking and finance counsel with experience in fund, leveraged and real estate financing

ESG: The fund-of-funds perspective

Once removed from the underlying portfolio, this type of LP is focused on private equity’s journey rather than instant compliance

Column: Youth appeal

The Riverside Company's chief sustainability officer Dörte Höppner examines the crucial role of sustainable investing for younger investors

Palmer launches in Madrid

Fund administrator led by ex-Sanne execs expands its European presence

Ocorian acquires Bovill

Fund administrator adds regulatory consultancy firm into its compliance offering

Moonfare launches ELTIF 2.0 strategy

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

Comment: Court controversy

Matthew Pincus, international counsel at Debevoise & Plimpton, warns that a recent court decision increases risk for non-US funds active in the US

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

Sweet sorrow

The alluring attraction of semi-liquid strategies brings with it a cautionary 
tale of liquidity (mis)management

Robin AI launches contract defined-term checker

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

Apheon promotes seven

John Mansvelt is now COO as Loïc Cerfontaine succeeds him as CFO

Dasseti and Clarity AI team up on sustainability

Partnership to enable Dasseti’s clients to benchmark ESG performance

International Valuations Standards updated

The revised version includes ESG valuation considerations in additional chapters on data and inputs and valuation models

LISTEN: Top of the ops: Operational utopia

The Drawdown team tackles the concept of a PE firm that entirely outsources the investment function

Stake a chance on… Azimut

Giorgio Medda of Azimut Holding explains why it moved into the GP stakes business and what sets it apart from its competitors

ATOZ Services swallows up Fund Solutions

Corporate and tax services provider aims to build out its fund admin capabilities

Partners Group appoints CFO

Joris Gröflin joins from Swiss renewable energy producer Axpo Group

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

Stake a chance on… New Catalyst Strategic Partners

Jason Howard’s freshly hatched firm, backed by Apollo, aims to support emerging managers, among others

Ocorian partners up

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

IPEM: Cash and carry

Anxieties about capital and compensation were not far from the surface at the latest IPEM event in Cannes

5 minutes with… Kate Pljaskovova, founder of Fair HQ

The digital D&I tool aims to assist GPs to develop in-house and portfolio company HR strategies through scientific research and industry benchmarks

Invest Europe updates investor reporting guidelines

The guidelines have been updated from 2018 to make reporting on fund and portfolio returns more streamlined