Quantium partners with Microsoft Azure

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

ESG, retail investors and you

The latest Efama conference brought together regulators and asset managers who championed the idea for product instead of fund labels and brainstormed ideas for retailisation

SDCL acquires Volery Capital

Firm aims to expand into US with acquisition which sees Ares Management and Folsom Point Funding continue to hold minority stakes in Volery

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

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

SEI acquires National Pensions Trust

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

Crossbreed funds

How PE is shedding its ‘illiquid’ skin and creating hybrid funds to access the private wealth market

Katipult launches DealFlow Marketing

The add-on aims to optimise investor marketing operations

Stake a chance on… Kudu Investment Management

The firm provides permanent capital to boutique investment firms

A contribution ill defined

The advantages of greater volumes of UK pension money being allocated to alternatives are obvious, says Zetland Capital partner Malcolm Goddard, if an attitude of inertia can be overcome

Comment: Family resemblance

Ilias Georgopoulos, global head of private and institutional asset owners at IQ-EQ, highlights how the strategies of sovereign wealth funds are increasingly similar to those of family offices

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

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

PE sustainability initiatives launch decarbonisation roadmap

The PMDR has been launched by the Initiative Climat International and the Sustainable Markets Initiative’s Private Equity Task Force, supported by Bain & Company

Deus Group launches Murphy

Founder Varun Khullar walks The Drawdown through his merger-filing tool, which aims to support GPs and deal lawyers in their deal completion process and associated regulatory filings

Accelex secures $15m

The series-A funding round was led by FactSet

Stake a chance on… Bonaccord Capital

The firm’s GP stake strategy focuses on capital formation and ‘creating an enduring institution’

CMA publishes Green Agreements Guidance

GPs and LPs are unlikely to infringe upon UK competition law for pursuing environmental sustainability agreements

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

Edi Truell’s super plan

Pensions mogul outlines his next DC market consolidation plan after the ‘mothballing’ of Pension SuperFund

VCs pledge to attract investment from UK pensions market

The UK’s key VC investment firms have committed to attract more UK pension funds as investors in the Venture Capital Investment Compact

Profile: Gerwin Theiler, capiton AG

The CFO and partner reflects on how the industry has changed and talks shop about continuation vehicles and succession planning

Wendel to take controlling interest in IK Partners

Fresh funds to support access to permanent capital, long-term growth and maintaining autonomy

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

Moonfare partners with Quintet

Digital private markets platform aimed at individual investors will be made available to HNWI clients of the Luxembourg private bank

Sonen appoints head of impact engagement

Amanda Feldman has previously co-founded portfolio initiative programme the Impact Management Project

Euroclear and Goji launch private market funds solution

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

Macquarie acquires minority stake in Sonen

Firm to remain independent in operations and investment decisions while fresh funds will address growth of its services, impact measurement and reporting tools

The roots of diversity

A diverse hiring process should focus on removing unconscious bias at the roots of your business rather than just getting the optics right

ListAlpha launches automated dealflow tool

Platform combines CRM with proprietary company research driven by AI

Profile: Melanie Wiese, Deutsche Beteiligungs AG

The CFO and member of the board of management walks us through lessons learned in the course of her career and how her passion for a diverse and collaborative culture translates into practice

Red flags

At what point does a potential
investor become a reputational risk?

ERM and Greenomy join forces

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

Deutsche Beteiligungs AG acquires Elf Capital

The German asset manager will also co-invest up to €100m into Elf Capital’s funds

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.

Cardano partners with DiligenceVault

Risk and sustainability advisory firm to integrate digital diligence platform for automated ODD services

Govern up

Shaking off reputation by association can be tough in emerging markets

Mirabaud Asset Management partners with Zebra Impact Ventures

The two asset managers will combine forces to target the climate technology sector

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

What’s in a name?

European Commission’s Retail Investment Strategy to further amend AIFMD and do away with ‘undue costs’, broaden definition of professional investor and ban inducements

Private debt is LPs’ best race horse

Private equity maintains position as investors’ preferred asset class but private debt overwhelmingly outperformed expectations

HPE Growth sells minority GP stake

Nieland Family Office’s involvement to provide fresh funds and address succession planning

Sounds of the Summit… ODD one out

As fundraising gets tougher, ODD processes are getting longer and more demanding. However, according to speakers at the Operational Leaders’ Summit, there could be some bright spots amidst the gloom.

IDR secures Hamilton Lane investment

Hamilton Lane has also integrated IDR’s onboarding services into its own processes

Comment: Avoiding the tripwires

Pinsent Masons partner Mark Shaw details how to avoid regulatory issues when distributing non-EU funds within the EU

Waystone LFS acquisition satisfies contractual conditions

The sale is expected to be completed by October 2023

5 min with… Marcus P. Höfer, base camp management consulting

In conversation with The Drawdown, the CEO explains what the firm’s philosophy of ‘being a sparring partner to the CFO office’ means in practice and talks about industry trends.

Profile: Markus Gyssler, EMERAM Capital Partners

The managing partner and COO reflects on 10 years at the firm, walks through its succession programme and explains how he combines operational with investment duties

Guernsey updates compliance audit requirement

GPs are now required to appoint an independent audit role

Around the books in 80 days

GPs' travels through the auditing process

Permira buys stake in AltamarCAM

Fresh funds to further AltamarCAM’s client services and international expansion

Sounds of the summit… Asset managers assemble

Discussions from OLS concluded that the time to create a ChatGPT policy was yesterday. Here’s why your firm needs one too

Kudu acquires stake in Apera

Minority investment to fuel Apera’s growth and diversify firm’s client base

Anduin secures $15.6m

The funding round was led by tech investment firm 8VC

France issued most number of sanctions under AIFMD between 2013 and 2022

ESMA report highlights a lack of harmonisation among EU Member States regarding sanction enforcement

5 minutes with… Tim Andrews, IDR

Founder and CEO of the investor onboarding hub shares how its latest fund subscription service strengthens the platform

Almost three-quarters of asset managers considering strategic consolidation with another asset manager

Survey finds asset managers are seeking to access new markets and manage macroeconomic risks