IT & cyber security
26 July 2024
Sesamm launches ESG heatmap
Company aims to allow clients to manage their ESG reputational risk
26 July 2024
Robin AI picks Singapore for Asia hub
Geographical expansion comes after doubling footprint in New York
25 July 2024
Canoe welcomes Osyte aboard
Collaboration to provide mutual clients with streamlined workflows for connecting documents and data
23 July 2024
MSCI launches private capital indexes
Company aims to enhance transparency and innovation in private markets
18 July 2024
Holland Mountain teams up with 73 Strings
Partnership aims to optimise GPs’ operating models
17 July 2024
Arcesium launches investment lifecycle management platform
Product constitutes bid to support GPs with driving operational alpha by optimising middle- and back-office processes
1 July 2024
Conundrum of ESG choice
Amid a myriad of software, partnerships and consultants, how do GPs make the right choice?
27 June 2024
Profile: Audrey Kahn, Activa Capital
Five months into her CFO role at the firm, Kahn compares her past experiences in an outsourced and internal senior finance function, as well as balancing personal achievements with professional ones
19 June 2024
Validus adds pre-trade check functionality
Company aims to streamline risk management workflows and improve operational efficiency for clients
18 June 2024
Abacus Group acquires Tribeca
Integration to grow Abacus’s business and offer services to Tribeca’s clients
17 June 2024
Venture360 launches investor reporting tool
Tool transmits all relevant reports and KPIs to provide investors with on-demand access
14 June 2024
Anduin launches investor data management
Tool should streamline processes and improve investor workflows
13 June 2024
S64 welcomes CTO
Marcus Glover was previously managing director at Bank of Singapore, Deutsche Bank and UBS Investment Bank
12 June 2024
AlphaSense snaps up Tegus
Transaction to integrate Tegus’s data into AlphaSense; latter raises $650 in additional funding
11 June 2024
Passthrough partners with Entrilia
Partnership aims to automate the investor onboarding process
11 June 2024
Apex and ACA team up
Partnership creates co-referral arrangement to enhance overall customer experience
10 June 2024
FundGuard teams up with ICE
Partnership to allow users to access ICE’s pricing and reference data through FundGuard
6 June 2024
Dasseti receives $4.3m in Series A extension
Fresh funds to be deployed across AI, ESG, workflow automation and international growth
5 June 2024
Intapp partners with Bite
Partnership aims to enhance investor management through integrated portal in DealCloud
31 May 2024
Broadridge snaps up AdvisorTarget
Acquisition to assist asset managers with targeting the right advisers and driving growth strategies
30 May 2024
Ely Place and Navable launch onboarding platform
Free-to-use tool streamlines onboarding process for private market funds
29 May 2024
Beauhurst launches ESG dataset
Tool to support users in identifying investment opportunities and evaluating current portfolios
29 May 2024
Edda launches Hera AI
The Drawdown catches up with CEO and founder Clémént Aglietta post-launch to discuss the new tools
29 May 2024
Leverst launches relationship tracker
Company aims to shine light on dynamics of LBO transactions in the DACH market
28 May 2024
Position Green launches ESG DD tool
Tool to include ESG measures, pre-mitigation risk levels identification, and recommended mitigation actions
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
24 May 2024
Fair HQ and Ciphr team up
Collaboration to help firms accelerate their DEI progress and embed behavioural change in the workplace
22 May 2024
Novata receives fresh funds
Repeat investors Hamilton Lane and S&P Global are joined by Motive Ventures; fresh capital to support platform development and geographical expansion
21 May 2024
Guy moves to Holland Mountain
Matt Guy to spearhead the company’s AI professional services for private equity firms
20 May 2024
M&A Source partners with ShareVault
Collaboration to enhance the management of high-volume transactions
20 May 2024
Teragonia and Dataiku partner up
Analytics engineering and AI tools for private equity value creation
14 May 2024
Goodwin and Passthrough deepen partnership
Tech provider's e-subscriptions offering integrated into law firm’s services
8 May 2024
Daloopa closes on $18m in Series B
Total of $18m raised to go to product development and market expansion
7 May 2024
Corlytics snaps up Deloitte regtech platform
Following investment from Verdane, the company expands its geographic reach and augments service capabilities
3 May 2024
Inex One launches collaboration platform
Tool to connect strategy teams and investors with expert networks
1 May 2024
BlackSwan Cyber launches cyber DD and management tool
Tool to assist with cybersecurity DD on potential acquisitions and monitoring across existing portfolio
29 April 2024
Anaplan acquires Fluence Technologies
Acquisition adds consolidation capabilities into connected planning platform
29 April 2024
73 Strings attaches audit mode
Company aims to increase data transparency for fund managers
25 April 2024
Globacap and Tokeny team up on tokenisation
Partnership aims to enable secondary markets execution, streamline workflows and ensure record integrity
12 April 2024
Manaos and SESAMm team up
Partnership to provide ESG controversies data for LPs, asset managers and private equity firms
12 April 2024
Fundwave launches AI assistant
Users may extract information about their fund documentation within Fundwave’s software
11 April 2024
Rio launches 2.0 version
Updated product to assist with managing regulatory landscape of sustainability
11 April 2024
Abacus appoints CEO
Anthony J D’Ambrosi takes over from founder Chris Grandi, who is taking up the mantle of chair
11 April 2024
Preqin launches ESG performance benchmarks
Offering to support LP investment decision-making, GP’s ESG reporting and ESG intelligence for advisers
10 April 2024
Pactio receives $14m
Series-A funding for the AI-integrated transaction management platform is led by EQT Ventures
9 April 2024
Verdane backs Corlytics
Fresh funds to support organic growth, M&A activity and investments in “intelligent offering”
8 April 2024
Equipped.ai launches AI solutions
Company’s platform now includes LLM-based chat interface, a “virtual personal assistant” and onboarding workflow system
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
8 April 2024
Profile: Dorothea Sztopko, Golding Capital Partners
Heralds COOs as the agents of change, discusses their role in digital transformation and highlights the importance of communication
4 April 2024
Maestro launches ESG survey module
Company aims to support GPs with tracking portfolio ESG data
3 April 2024
Apex continues tokenisation expansion
After investing in Tokeny in December 2023, the fund admin is further expanding its tokenisation practice to facilitate investor access
28 March 2024
Treble Peak and Logiver team up
Partnership to facilitate access to PE funds for wealth management firm
27 March 2024
FundGuard closes on $100m in Series C
Fresh funds to support product innovation and continued onboarding of new and existing customers
26 March 2024
Citco launches document management platform
Offering to combine company’s AI with fund reporting expertise to extract structured data from fund documents
18 March 2024
Exchangelodge receives investment from Innovation Works
Fresh funds to broaden existing offering and accelerate global market penetration
26 February 2024
ACE Alternatives adopts Tactyc
Partnership offers fund and portfolio modelling without Excel spreadsheets
26 February 2024
Alter Domus forms herd with T-Rex
Partnership to automate EU regulatory reporting for US-based credit firms
22 February 2024
Lantern appoints inaugural CTO
Charlie Markham joins the company as it aims to scale its tech capabilities and international expansion
22 February 2024
Next stop – carried interest
Liquidity event delays are having an effect on waterfall calculation models
21 February 2024
S&P acquires Visible Alpha
Company aims to bolster Capital IQ offering as it explores opportunities in wealth management services
19 February 2024
BGF and Verisk invest in KYND
Cyber risk management platform builds upon previous investment from BGF in 2022, while CPP exits the company
15 February 2024
Alkymi forms pack with Lionpoint
Partnership aims to assist mutual clients with digital transformation
15 February 2024
Profile: Sally Beh, ACE & Company
Shares some key management tips she has adopted after 11 years at the firm
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
6 February 2024
Ontra further builds on GPT-4 functionality
Company aims to accelerate expansion into more document types and launch additional features
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
Dasseti and Clarity AI team up on sustainability
Partnership to enable Dasseti’s clients to benchmark ESG performance
29 January 2024
Ocorian partners up
Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji
24 January 2024
CEPRES partners with LeadingMile Consulting
Partnership sees launch of AI integration within the CEPRES portfolio simulation and tracking tool
23 January 2024
Alchelyst partners with Goji
Fund admin adopts fintech technology to help digitalise investor onboarding
22 January 2024
The ops ‘n’ regs of wealth managers
Amid traditional LPs maxing out their allocations, PE looks to wealth managers to fill the gap – but they come with distinct requirements
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
Novata launches carbon navigator
Company’s new product aims to simplify carbon data management and reporting
18 January 2024
Accenture acquires Impendi
Deal for sourcing and procurement services provider is a bid to further build out Accenture’s private equity capabilities
11 January 2024
Blueflame AI integrates Microsoft Excel add-in
The update aims to streamline and automate the DDQ process
11 January 2024
Deloitte acquires Alto Advisory
Lux-grown target company assists management companies and depositaries with fund oversight activities and regulatory functions
11 January 2024
Comment: New year, new toolkit
Griff Norville of Hamilton Lane examines how private markets are embracing the next generation of tech
4 January 2024
UK regulators consult on the operational resilience of critical third parties
FCA, PRA and Bank of England welcome feedback on the proposed framework deeming certain third-party organisations as ‘critical’, to reduce any associated systemic risks to the financial services industry
2 January 2024
Operational utopia
If operations professionals made all the decisions, what would the perfect PE firm look like?
18 December 2023
Apex invests in Tokeny
The fund administrator sees asset tokenisation as the future of private markets
14 December 2023
Waystone partners with Milestone Group
Collaboration sees implementation of latter’s NAV oversight tool into Waystone’s authorised corporate director business
14 December 2023
Passthrough partners with GP Fund Solutions
Collaboration aims to provide a streamlined investor onboarding process, thereby improving fundraising and subscription activities
12 December 2023
Confluence partners with Manaos on SFDR reporting
Confluence to provide ESG and disclosure templates through Manaos’s platform
7 December 2023
Monument launches investor portal
Firm aims to enhance fundraising process for both GPs and LPs
6 December 2023
DealsPlus launches waterfall distribution model
Company uses cap table data to produce distribution waterfall, valuing instruments and shareholding in the portfolio
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
28 November 2023
Bite Investments launches wealth management feature
Company’s platform to connect asset managers with wealth managers to facilitate fundraising
24 November 2023
Magic ID secures €350k
KYC startup aims to use the funding to launch its range of ID verification tools in the UK and the EU
23 November 2023
Lunate and BNY Mellon invest in Alpheya
Company to develop wealth management platform for wealth and asset managers
22 November 2023
SimCorp launches investment analytics platform
Offering to be rolled out over multiple launches; performance analytics attribution marks commencement
22 November 2023
SEI acquires National Pensions Trust
Companies cite consolidation as a driving force for an increasingly strong market position
20 November 2023
Carta launches waterfall calculation tool
Company aims to support with LP reporting, M&A deal impact and equity value estimations
16 November 2023
Comply launches software and annual review service
Company aims to support chief compliance officers with growing regulatory demands
16 November 2023
StepStone launches intelligence platform
Tool to provide research, reporting, portfolio optimisation and benchmarking across private markets
15 November 2023
Filament Syfter teams up with Valu8
Partnership aims to enhance Filament Syfter’s offering with Valu8’s data repositories
14 November 2023
AirFund secures €6m
Digital fundraising platform forms partnerships with Amundi, Indosuez Wealth Management and Fund Channel
13 November 2023
ESMA prioritises cyber risks
Digital resilience, including cybersecurity risk management, will be a key priority for the Authority
10 November 2023
TotemVC launches AI Insights
Software extracts information from emails and attachments to provide portfolio company insights
10 November 2023
Balentic launches Orca
Platform to facilitate fund formation and capital allocation, available to GPs, LPs and placement agents
10 November 2023
Canoe has launched Canoe Pro
Offering to combine company’s tech solutions with specialised service provider support
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
7 November 2023
Carta launches fund tax tool
Fund admin aims to support with fund accounting and taxation, real-time allocation calculations and draft K-1s for LPs
3 November 2023
Cascata partners with 4Pines
Partnership is the latest instalment in a series as Cascata teams up with various fund administrators
2 November 2023
Robin AI plugs into Microsoft
Partnership sees Robin AI’s contract Copilot plugged into Microsoft Word
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
25 October 2023
PFA launches compensation module
Tool to provide analytics, management reports, compensation letters and leadership summaries
19 October 2023
SimCorp builds out APAC presence
Company forms partnership with Japanese IT services provider and opens three new offices
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
Socium adopts Cascata
Fund admin aims to provide clients with carried interest, management fee and expense accounting services