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Holland Mountain teams up with 73 Strings

Partnership aims to optimise GPs’ operating models

Arcesium launches investment lifecycle management platform

Product constitutes bid to support GPs with driving operational alpha by optimising middle- and back-office processes

Conundrum of ESG choice

Amid a myriad of software, partnerships and consultants, how do GPs make the right choice?

Allvue launches private debt platform

Company’s offering focuses on emerging managers

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

ACE collaborates with Monite

Partnership to streamline fund capital account history

Validus adds pre-trade check functionality

Company aims to streamline risk management workflows and improve operational efficiency for clients

Abacus Group acquires Tribeca

Integration to grow Abacus’s business and offer services to Tribeca’s clients

Venture360 launches investor reporting tool

Tool transmits all relevant reports and KPIs to provide investors with on-demand access

Anduin launches investor data management

Tool should streamline processes and improve investor workflows

S64 welcomes CTO

Marcus Glover was previously managing director at Bank of Singapore, Deutsche Bank and UBS Investment Bank

AlphaSense snaps up Tegus

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

Passthrough partners with Entrilia

Partnership aims to automate the investor onboarding process

Apex and ACA team up

Partnership creates co-referral arrangement to enhance overall customer experience

FundGuard teams up with ICE

Partnership to allow users to access ICE’s pricing and reference data through FundGuard

Dasseti receives $4.3m in Series A extension

Fresh funds to be deployed across AI, ESG, workflow automation and international growth

Intapp partners with Bite

Partnership aims to enhance investor management through integrated portal in DealCloud

Broadridge snaps up AdvisorTarget

Acquisition to assist asset managers with targeting the right advisers and driving growth strategies

Ely Place and Navable launch onboarding platform

Free-to-use tool streamlines onboarding process for private market funds

Beauhurst launches ESG dataset

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

Edda launches Hera AI

The Drawdown catches up with CEO and founder Clémént Aglietta post-launch to discuss the new tools

Leverst launches relationship tracker

Company aims to shine light on dynamics of LBO transactions in the DACH market

Position Green launches ESG DD tool

Tool to include ESG measures, pre-mitigation risk levels identification, and recommended mitigation actions

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

Fair HQ and Ciphr team up

Collaboration to help firms accelerate their DEI progress and embed behavioural change in the workplace

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

Guy moves to Holland Mountain

Matt Guy to spearhead the company’s AI professional services for private equity firms

M&A Source partners with ShareVault

Collaboration to enhance the management of high-volume transactions

Teragonia and Dataiku partner up

Analytics engineering and AI tools for private equity value creation

Goodwin and Passthrough deepen partnership

Tech provider's e-subscriptions offering integrated into law firm’s services

Daloopa closes on $18m in Series B

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

Corlytics snaps up Deloitte regtech platform

Following investment from Verdane, the company expands its geographic reach and augments service capabilities

Inex One launches collaboration platform

Tool to connect strategy teams and investors with expert networks

BlackSwan Cyber launches cyber DD and management tool

Tool to assist with cybersecurity DD on potential acquisitions and monitoring across existing portfolio

Anaplan acquires Fluence Technologies

Acquisition adds consolidation capabilities into connected planning platform

73 Strings attaches audit mode

Company aims to increase data transparency for fund managers

Apex partners with Capcade

Partnership creates stakeholder management platform

Globacap and Tokeny team up on tokenisation

Partnership aims to enable secondary markets execution, streamline workflows and ensure record integrity

Manaos and SESAMm team up

Partnership to provide ESG controversies data for LPs, asset managers and private equity firms

Fundwave launches AI assistant

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

Rio launches 2.0 version

Updated product to assist with managing regulatory landscape of sustainability

Abacus appoints CEO

Anthony J D’Ambrosi takes over from founder Chris Grandi, who is taking up the mantle of chair

Preqin launches ESG performance benchmarks

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

Pactio receives $14m

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

Verdane backs Corlytics

Fresh funds to support organic growth, M&A activity and investments in “intelligent offering” launches AI solutions

Company’s platform now includes LLM-based chat interface, a “virtual personal assistant” and onboarding workflow system

Gen II launches data management tool

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

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

Maestro launches ESG survey module

Company aims to support GPs with tracking portfolio ESG data

Apex continues tokenisation expansion

After investing in Tokeny in December 2023, the fund admin is further expanding its tokenisation practice to facilitate investor access

Treble Peak and Logiver team up

Partnership to facilitate access to PE funds for wealth management firm

FundGuard closes on $100m in Series C

Fresh funds to support product innovation and continued onboarding of new and existing customers

Citco launches document management platform

Offering to combine company’s AI with fund reporting expertise to extract structured data from fund documents

Exchangelodge receives investment from Innovation Works

Fresh funds to broaden existing offering and accelerate global market penetration

Second(aries) to none

Pros and cons of tokenisation for the secondaries market

KKR appoints chief information officer

Ruchir Swarup joins from data platform Addepar

ACE Alternatives adopts Tactyc

Partnership offers fund and portfolio modelling without Excel spreadsheets

Alter Domus forms herd with T-Rex

Partnership to automate EU regulatory reporting for US-based credit firms

Lantern appoints inaugural CTO

Charlie Markham joins the company as it aims to scale its tech capabilities and international expansion

Next stop – carried interest

Liquidity event delays are having an effect on waterfall calculation models

S&P acquires Visible Alpha

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

BGF and Verisk invest in KYND

Cyber risk management platform builds upon previous investment from BGF in 2022, while CPP exits the company

Alkymi forms pack with Lionpoint

Partnership aims to assist mutual clients with digital transformation

Profile: Sally Beh, ACE & Company

Shares some key management tips she has adopted after 11 years at the firm

Qashqade and Entrilia integrate

Qashqade waterfall calculations can run through Entrilia's fund accounting platform

Ontra further builds on GPT-4 functionality

Company aims to accelerate expansion into more document types and launch additional features

What the AI?!... Tamarix Technologies

Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations

Dasseti and Clarity AI team up on sustainability

Partnership to enable Dasseti’s clients to benchmark ESG performance

Ocorian partners up

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

CEPRES partners with LeadingMile Consulting

Partnership sees launch of AI integration within the CEPRES portfolio simulation and tracking tool

Alchelyst partners with Goji

Fund admin adopts fintech technology to help digitalise investor onboarding

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

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

Novata launches carbon navigator

Company’s new product aims to simplify carbon data management and reporting

Accenture acquires Impendi

Deal for sourcing and procurement services provider is a bid to further build out Accenture’s private equity capabilities

Blueflame AI integrates Microsoft Excel add-in

The update aims to streamline and automate the DDQ process

Deloitte acquires Alto Advisory

Lux-grown target company assists management companies and depositaries with fund oversight activities and regulatory functions

Comment: New year, new toolkit

Griff Norville of Hamilton Lane examines how private markets are embracing the next generation of tech

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

Operational utopia

If operations professionals made all the decisions, what would the perfect PE firm look like?

Apex invests in Tokeny

The fund administrator sees asset tokenisation as the future of private markets

Waystone partners with Milestone Group

Collaboration sees implementation of latter’s NAV oversight tool into Waystone’s authorised corporate director business

Passthrough partners with GP Fund Solutions

Collaboration aims to provide a streamlined investor onboarding process, thereby improving fundraising and subscription activities

Confluence partners with Manaos on SFDR reporting

Confluence to provide ESG and disclosure templates through Manaos’s platform

Monument launches investor portal

Firm aims to enhance fundraising process for both GPs and LPs

DealsPlus launches waterfall distribution model

Company uses cap table data to produce distribution waterfall, valuing instruments and shareholding in the portfolio

Quantium partners with Microsoft Azure

Investment management software stores data and has built its investor portal on Microsoft’s cloud computing platform

Bite Investments launches wealth management feature

Company’s platform to connect asset managers with wealth managers to facilitate fundraising

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

Lunate and BNY Mellon invest in Alpheya

Company to develop wealth management platform for wealth and asset managers

SimCorp launches investment analytics platform

Offering to be rolled out over multiple launches; performance analytics attribution marks commencement

SEI acquires National Pensions Trust

Companies cite consolidation as a driving force for an increasingly strong market position

Carta launches waterfall calculation tool

Company aims to support with LP reporting, M&A deal impact and equity value estimations

Comply launches software and annual review service

Company aims to support chief compliance officers with growing regulatory demands

StepStone launches intelligence platform

Tool to provide research, reporting, portfolio optimisation and benchmarking across private markets

LISTEN: Tick-tock. Time to tokenise?

Tokenisation use cases for private markets

Filament Syfter teams up with Valu8

Partnership aims to enhance Filament Syfter’s offering with Valu8’s data repositories

AirFund secures €6m

Digital fundraising platform forms partnerships with Amundi, Indosuez Wealth Management and Fund Channel

ESMA prioritises cyber risks

Digital resilience, including cybersecurity risk management, will be a key priority for the Authority

TotemVC launches AI Insights

Software extracts information from emails and attachments to provide portfolio company insights

Balentic launches Orca

Platform to facilitate fund formation and capital allocation, available to GPs, LPs and placement agents

Canoe has launched Canoe Pro

Offering to combine company’s tech solutions with specialised service provider support

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

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

Cascata partners with 4Pines

Partnership is the latest instalment in a series as Cascata teams up with various fund administrators

Robin AI plugs into Microsoft

Partnership sees Robin AI’s contract Copilot plugged into Microsoft Word

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

Delio integrates with SumSub

Partnership adds AML and KYC to Delio’s core platform

PFA launches compensation module

Tool to provide analytics, management reports, compensation letters and leadership summaries

SimCorp builds out APAC presence

Company forms partnership with Japanese IT services provider and opens three new offices

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

Socium adopts Cascata

Fund admin aims to provide clients with carried interest, management fee and expense accounting services

(De)generative AI

As AI technology develops, so do the associated risks

A&M teams up with Everlaw

Partnership to support A&M’s disputes and investigations practice with AI

Zedra partners with Cascata

Partnership to deliver ‘smart waterfall calculation’ for clients

Bain teams up with Microsoft

Collaboration aims to support companies with building and deploying AI applications across operations