ODD / DDQ
6 October 2022
Inside Verdane’s ESG-linked sub line
Verdane's sustainability lead, Axel Elmqvist, and head of debt, Andreas Daae, discuss the intricacies of setting up the firm's first ESG-linked subscription line.
6 October 2022
Hamilton Lane to offer tokenization
Partnership with Securitize will digitally expand investor access to its funds via new tokenized feeder funds
28 September 2022
Aztec launches streamlined onboarding solution
Aztec Verify automates the due diligence process while ensuring regulatory compliance
19 September 2022
In conversation: Power to the LP
Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management
8 September 2022
Profile: Kenta Shima, J-STAR
The head of operations & IR discusses the Japanese private equity market, challenges within his role, J-STAR’s tech stack and setting up the firm’s latest fund
19 August 2022
TDA 2022 Legal: Fund Formation winner: Travers Smith
Sam Kay, funds partner at Travers Smith describes what's enabled the firm to have such a deep understanding of the market
9 August 2022
TDA 2022 Advisory/Consultancy: Fundraising winner: Asante Capital Group
The placement agent's team explains how they support each and every project to ensure their clients are successful
5 August 2022
Vauban creates Lux fund launchpad
The platform aims to help emerging managers to launch VC funds in Luxembourg
4 August 2022
BOE interest rate hike to impact valuations
“I think we can expect to see the interest rate hike exert some downwards pressure on valuations, though how much is difficult to forecast given the broader market conditions.”
25 July 2022
Profile: Laura Howes, Key Capital Partners
The finance & operations director discusses her move from origination to finance and ops, challenges in her new position, as well as her involvement with the firm’s tech stack
14 July 2022
Profile: Bonnie Kraus, Crane Venture Partners
The COO discusses her career path to Crane, what PE could learn from VC as well as what’s in store for the firm in Q1 2023
22 June 2022
LP appetite for PE suffers sharp decline
The Rede Liquidity Index score has decreased from 70 in 2021 to 55 for H1 2022 signalling a sharp fall in LP investor appetite.
13 June 2022
Operational lens: Summa Equity Fund III
Summa’s latest fund was almost quadruple the size of its predecessor, despite being raised remotely. General counsel Martin Sjölund, talks us through their Swedish fund structure, the bespoke onboarding solution, tackling compliance heavy ODD and Summa’s supportive partners.
16 May 2022
ODD: background checks most important
New findings show background checks and references are the most important ODD considerations for LPs
12 May 2022
Profile: Susan Wilkins, Actis
The COO discusses her pathway from Actis portfolio company to the GP, taking over management of Abraaj funds and her role as a member of the inclusion & diversity committee
5 May 2022
Profile: Razzak Akbar, Freshstream
The CFO discusses Freshstream’s spinout from Bregal, the ongoing relationship between the two firms and setting up the Dutch office
29 April 2022
5 minutes with… +SUBSCRIBE
+SUBSCRIBE’s Rafay Farooqui talks us through the platform’s onboarding and subscription document processing capabilities
13 April 2022
Due diligence goes digital
A new report found the majority of survey respondents intend to use more technology and tools to get diligence done in the future
30 March 2022
GP tech adoption looms large on LP investment decisions
The majority of LPs' investment decisions are influenced by GPs’ level of technology adoption, according to a recent survey by Brackedale consulting and AssetMetrix
7 March 2022
5 minutes with… Monel Amin, DiligenceVault
“One of the biggest friction points we see is the lack of standardisation. Diligence standards have emerged, but adoption remains sub-scale.”
28 February 2022
Reporting frequency expected to increase
Intertrust’s latest survey found GPs expect to share information daily or weekly, or in real time
28 February 2022
Profile: Richard Drover, Apis Partners
The CFO discusses his responsibilities outside the finance function, his 100-day plan of action to improve and enhance Apis' processes as well as the challenges of joining a new firm
23 February 2022
CFOs: cost and resource constraints prevent ESG integration
Intertrust’s latest survey found this to be the biggest obstacle CFOs face when integrating ESG into their investment processes
23 February 2022
Arcus achieves top ranking for ESG reporting
The firm is closely followed by Partners Group and Tikehau Capital
21 February 2022
ESG outsourcing: who’s who?
We've compiled a directory of who does what when it comes to ESG outsourcing, to help get those boxes ticked.
17 February 2022
5 minutes with… Wissem Souissi, Diligend
“When huge amounts of data sit in files, there’s not a lot you can do with it. But if the data is centralised and digitised, you can slice, dice and extract incredible insights from it.”
17 February 2022
Profile: James Harper, Apposite Capital
The CFO discusses why he has taken over the IR function, what processes and frameworks he's put in place since joining, as well as how the firm's bespoke DD for ESG differs from their peers
16 February 2022
Improved tech solutions can drive operational efficiencies
Panellists at the recent Real Deals Mid Market conference agreed ODD, deals and the full investment period could greatly benefit from collaborative software solutions
14 February 2022
Operational Lens: Pantheon Secondary Opportunities Fund (PSOF)
With a total AUM of $52.3bn, Pantheon is a machine when it comes to fundraising. We take a look at the $624m PSOF, to discover how the pros get the job done.
27 January 2022
Allvue partners with Pitchbook
Partnership will provide PitchBook Private Market Benchmarking for LP clients
24 January 2022
Domicile watch: January 2022
Key takeaways from the major PE domiciles: including the FCA's approach to EU firms temporary UK operations, Central Bank of Ireland's outsourcing guidance, Jersey fee changes and The Bahamas removal from the EU's blacklist
24 January 2022
Profile: Bart Elema, Waterland Private Equity
The partner, CFO & risk officer discusses how his role and responsibilities have evolved over nearly two decades, why Waterland domiciles its funds in the Netherlands, as well as securing the firm's first ESG equity bridge facility
10 January 2022
Operational forecast for 2022
We take a look at Alpha FMC’s predictions for PE operations this year, as well as individual forecasts for CFOs, COOs, CTOs, CDOs and heads of compliance
5 January 2022
LP/GP power balance set to shift
Intertrust has identified the key technology trends which will impact private equity in 2022
4 January 2022
DiligenceVault adds ESG, D&I questionnaires
New questionnaires from The Asset Owner Diversity Charter and The ESG Data Convergence Project are now available
3 January 2022
Diligend secures additional investment
Fresh capital will see the due diligence platform expand its fund manager offering
16 December 2021
LPs want high quality investor marketing materials
According to Brackendale Consulting, most LPs believe badly designed or poorly written investor marketing materials alludes to a lack of professionalism
13 December 2021
European LPs: anti-greenwashing regulation won’t work
Only 44% of European LPs are optimistic about anti-greenwashing regulation making it easier to distinguish true environment-related claims from greenwashing, according to Coller Capital
18 November 2021
Profile: Richard Burrett, Earth Capital
The chief sustainability officer discusses the firm's proprietary tool, Earth Dividend, challenges around certifying as a Guernsey Green Fund as well as what he thinks of the FCA's proposed climate-related disclosures
15 November 2021
DLA Piper launches end-to-end funds practice
The division aims to provide a one-stop shop for asset managers, investment fund sponsors and investors across all industry sectors, geographies, asset classes and investment strategies
10 November 2021
ILPA publishes DDQ 2.0
The template features a streamlined structure, which aims to makes filling in the document smoother, and easier for LP reviews
28 October 2021
Profile: Jon Fredrik Vassengen, Argentum
The manager and compliance officer discusses how the fund-of-fund determines ESG criteria and the challenges of collecting quantitative ESG data
20 October 2021
JTC buys perfORM
perfORM was set up as an ODD business for LPs to use across PE, private credit, RE, infras, hedge, crypto and digital assets
28 September 2021
5 minutes with… Michel Geolier, Betterfront Technologies
“We enable GPs to lead with their story, to present their track record to prospective LPs, which then gives them the chance to look through the data to understand what sets this GP apart from its competition.”
24 September 2021
IPEM 2021: Adapting to a virtual world
Klas Tikkanen, COO of Nordic Capital talks about adjusting to remote working through the pandemic, as well as the process of raising two funds virtually
23 September 2021
IPEM 2021: Lessons learned from Covid
Philippe Poletti, CEO of Ardian France talks about how the firm managed the Covid crisis, and why sustainability is now at the core of every business strategy
16 September 2021
Less than half of LPs accept standard DDQs
DiligenceVault found 58.8% of LPs send custom DDQs to their managers
14 September 2021
IPEM 2021: The LP view
Michael Lindauer, MD of Allianz Capital Partners explains why LPs should stay calm and invest consistently
9 September 2021
Profile: Stella Morse, Inverleith
The CFO discusses joining the private equity firm from the consumer world, what she thinks of the latest ESG regulations and setting up Inverleith's first institutional fund
26 August 2021
5 minutes with… Antoine Sage, PE Cube
“A typical buyout fund, for example, with 50 LPs and 10 portfolio companies generates around 10,000 documents during its lifespan, which equates to about 40,000 emails. Managers need a dedicated tool to manage this quantity of information.”
19 August 2021
ILPA seeks feedback on DDQ and DEI metrics
These latest updates aim to reflect the changes in the industry over the past several years, specifically around ESG and DEI
11 August 2021
Preqin acquires Colmore
The acquisition enables both firms to serve their clients across the entire private market investment lifecycle, from fundraising to due diligence and portfolio monitoring
9 August 2021
2025: PE’s digital golden year
In 2025, structured data exchange will be the norm for fund managers as PE moves away from Excel. The Drawdown explores the tech solutions making that future a reality
22 July 2021
Profile: Feizal Moossa, Adenia Partners
The chief risk officer discusses the importance of his role within private equity, how his responsibilities have evolved since joining Adenia in 2003 as well as operating without an in-house legal team
14 July 2021
MYCDD partners with IDnow
The partnership enables MYCDD to provide its clients with KYC services
12 July 2021
You can’t stand under my umbrella
The Greensill scandal has thrown light on umbrella structures, which are now under review by the FCA - what could this mean for private equity?
7 July 2021
Diligend and eVestment announce partnership
The agreement allows clients of both eVestment and Diligend to complete more of their due diligence process via one technology platform
24 June 2021
Profile: Jonathan Pugh-Smith, Bregal Investments
The general counsel of funds discusses why he joined the firm, the diversification of Bregal's LP base and the ongoing challenges around regulations
22 June 2021
ODD: social media increasingly important
29% of PE LPs now use social media as part of their ODD on potential investee funds
17 June 2021
KPMG joins campaign for reporting taxonomy
KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)