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ODD / DDQ

S&P makes CapIQ Pro updates

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

Rede Partners appoints head of strategic capital advisory

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

Stake a chance on… Scarcity Partners

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

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

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

Tyrannosaurus Regs?

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

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

Ely Place Partners appoints head of research

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

Jolt sells minority stake to Armen

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

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

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

Moonfare launches ELTIF 2.0 strategy

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

Deloitte partners with Workiva and Informatica

The collaboration integrates AI data management and cloud-based reporting into the advisory’s ESG compliance services

Sweet sorrow

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

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… 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

Cantilever Group launches GP financing platform

Firm aims to support midmarket firms with capital, strategic advice and operational best practices

Intelligent Legal Solutions enters market with side-letter management solution

Company aims to automate side-letter management for law firms and keep billable hours for private equity firms down

Alchelyst partners with Goji

Fund admin adopts fintech technology to help digitalise investor onboarding

Discovery gone digital

VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers

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

Reach Capital launches private wealth services

Firm aims to support GPs with their fundraising in the private wealth market

Apogem and OA close inaugural GP stakes fund at $1.1bn

RidgeLake Partners will target midmarket GPs with an AUM between $1bn and $10bn

Morningstar partners with iCapital

Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support

Profile: Philippe Renauld, Sienna Investment Managers

The CFO and COO shares his passion for operational excellence, highlights the importance of an LP-centric culture and talks ‘democratisation’ of private markets

AGF Private Capital stakes majority share in Kensington Capital Partners

Firm aims to build out its private markets offering through stake in private equity firm

Stake a chance on… Armen

The GP stake investor is attempting to differentiate itself through deep roots in the European midmarket, the support it offers GPs and the service it provides to its LPs

Comment: Pain relief from PTR

Jacqueline Petts, partner at Greyhound Capital, says the new Preferential Treatment Rules make the case for AI even more compelling

Stake a chance on… Investcorp’s SCG

Strategic Capital Group’s managing partner Anthony Maniscalco likes his stakes well done

Blueflame AI integrates Microsoft Excel add-in

The update aims to streamline and automate the DDQ process

Profile: Jesper Frydensberg Rasmussen, Axcel

The CFO discusses the importance of clearly defined roles and how CFOs can support their firm in uncharted economic environments

Catalysing fund administration

Independent fund administrator Alchelyst emerges in Ireland and aims to differentiate itself through employee ownership, state-of-the-art tech and close-quarters service culture

Dear Irish AIFMs…

After the Central Bank of Ireland’s review of asset valuation processes, Irish AIFMs must make sure their governance models are up to scratch before the end of Q2 2024

5 minutes with… Sander Andersen, founder of Finpeers

Swiss blockchain-enabled fundraising tool launches to connect HNWIs through its digital LP marketplace, aiming to increase access to private equity funds

Profile: John Mansvelt, Apheon

CFO and AIFM conducting officer tells the story of his transition from audit to PE, his key governance duties and shaping a new cultural identity

Robin AI secures $26m

Funding aims to expand legal AI tech provider’s presence in the US, inaugurate its presence in Asia Pacific and increase AI engineer headcount

Operational utopia

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

Canoe partners with K1x

Fintech company pushes the boat out with additional tax document automation functionality

Weinberg takes majority stake in Arbevel

Fresh funds to further diversify investment boutique’s business model, support structuring and drive market consolidation

Nikko plans Tikehau stake

The anticipated acquisition is said to be accompanied by the establishment of a joint venture, which focuses on investments in Asia

Depo mode

Do depositary services add value to PE firms?

What the AI?!... Sure Valley Ventures

CTO John Frizelle talks GPT plugins, prompt engineering, educating employees on new technology and much more

Monument launches investor portal

Firm aims to enhance fundraising process for both GPs and LPs

ESAs add granularity to RTS

The draft technical standards have some suggested amendments, improving the detail of the disclosures made

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