ODD / DDQ
27 January 2023
Top of the chain
With the Consumer Duty expected to come into effect on 31 July 2023, the responsibility to comply will apply to the entire supply chain, including fund managers
27 January 2023
Citco partners with Fenergo
Citco to integrate Fenergo’s client lifecycle management platform
25 January 2023
Crestbridge appoints senior risk and compliance officer
Marie Morris joins from Butterfield Bank to assume the roles of director and money laundering compliance officer
24 January 2023
Diligend secures series A and rebrands
Financing round led by Nasdaq Ventures; Diligend becomes Dasseti
23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey
23 January 2023
Tackling tokenization
As GP appetite for tokenization increases, concerns around liquidity, security and regulation need demystifying
19 January 2023
Venn enhances portfolio analytics platform
The platform’s interpolation functionality uses a public market proxy to deliver an approximated daily return stream for the private market
18 January 2023
Crosslake acquires Intechnica
Acquisition sees Crosslake expand its European presence
17 January 2023
IDR launches next-generation fund subscription
The service aims to provide a smooth fund subscription service that easily connects GPs and LPs
16 January 2023
A question of intent
EFAMA responds to ESA’s consultation on greenwashing, distinguishing between misleading with intent and regulatory uncertainty
13 January 2023
Pinsent Masons acquires Morgan Green Advisory
Law firm expands its ESG services by joining forces with sustainability finance consultancy
11 January 2023
Capital-raising punishment: Laborious letters
An increasingly complex regulatory environment and investor sophistication have resulted in longer side letters. With the rock to be pushed up the hill of compliance getting larger, how can GPs ensure it stays at the top?
11 January 2023
Socials savvy
A survey from Prosek Partners has revealed a strong GP social media presence will be key to successful fundraising
5 January 2023
Column: Smooth operator
In a challenging fundraising environment, operational leaders must ensure the machine room is running smoothly, writes Dörte Höppner, chief sustainability officer at The Riverside Company
3 January 2023
5 minutes with… David Genn, CEO of Goji
We spoke to the CEO of Goji to find out how they are using digitisation to open up investor access to private equity funds
12 December 2022
Dealbreaker: ESG standards
To retain investors, a high standard for ESG-related disclosure is becoming crucial
7 December 2022
Goji partners with Apex
The partnership aims to streamline onboarding, KYC & AML and digital subscriptions
6 December 2022
Exclusion exemption
FCA clarifies which investors are exempt from Consumer Duty in latest quarterly consultation paper
24 November 2022
In conversation: Stake house
Highlights from a recent roundtable discussing the evolution of GP stake sales and what value they can bring to private equity firms
3 November 2022
Diversity becomes key metric in fundraising
LPs are increasingly factoring DEI into their capital allocations, says McKinsey
6 October 2022
Hamilton Lane to offer tokenization
Partnership with Securitize will digitally expand investor access to its funds via new tokenized feeder funds
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.
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