Reporting portal

26 January 2023
G for granularity
KEY ESG’s latest report suggests ESG reporting requires collection of more granular data

26 January 2023
Valutico closes first financing round
The valuations platform has secured investment from outside investors, including PUSH Ventures, aws Gründerfonds and Erste Group

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

23 January 2023
5 minutes with… Oliver Freigang and Gregor Kreuzer, founders of qashqade
We spoke to the CEO and CPO of qashqade to discuss waterfall and carry calculations, and find out more about how the company is automating them

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

12 January 2023
Capital-raising punishment: Painful process
A sleek and streamlined onboarding process is vital to make sure hard-won commitments aren’t scared off

20 December 2022
Novata partners with Watershed
Partnership aims to assist with ESG disclosure and investor reporting

19 December 2022
Vector launches fund accounting tool
The cloud-based platform will include an investor portal, along with portfolio monitoring and reporting capabilities

14 December 2022
Euroclear acquires Goji
The acquisition allows Euroclear to enter the private markets through digitisation

7 December 2022
Goji partners with Apex
The partnership aims to streamline onboarding, KYC & AML and digital subscriptions

30 November 2022
Diligend partners with Intelligo
The partnership aims to improve due diligence with platform, Clarity

23 November 2022
Investing in new tech is major challenge for GPs
According to a new report from Aztec, 83% of alternative investors are struggling with bringing new technologies into their firms

18 November 2022
5 minutes with… Clémént Aglietta, CEO of Edda
We spoke to the CEO and co-founder of Edda to find out how the all-in-one venture capital software platform came about

17 November 2022
Go with the flow
Key takeaways from The Drawdown's most recent breakfast briefing event, which discussed the complexities and challenges of information flows from portfolio companies through to investors

11 November 2022
ESG Enterprise launches digital sustainability solution
The ESG-as-a-service API library aims to help firms move towards their sustainability goals

10 November 2022
Profile: Phillipe Laval, Jolt Capital
The deep tech investor’s CTO dives into software, data and the intricacies of his role

3 November 2022
Diversity becomes key metric in fundraising
LPs are increasingly factoring DEI into their capital allocations, says McKinsey

27 October 2022
Workato partners with Lionpoint
The partnership aims to improve operational processes with latest technological advancements

27 October 2022
Comment: Co-sourcing
Kimberly Kale, head of operations for the PE Back Office at Allvue Systems explains how GPs can have their data and their fund administrators too, without complicating their data flows

24 October 2022
LISTEN: Changing approaches to liquidity management
How are private fund CFOs evolving their approach to liquidity management?

12 October 2022
Chronograph secures series X funding
New funding round for private markets technology company led by Summit Partners

10 October 2022
Profile: Sarah Shackleton, Seraphim Space
The COO explains her move from a frontier investor to the final frontier

28 September 2022
Aztec launches streamlined onboarding solution
Aztec Verify automates the due diligence process while ensuring regulatory compliance

15 September 2022
Profile: Kerrie Chung, Welkin Capital Management
The finance director discusses the firm’s setup when she joined, differences between fund administration for Cayman funds and local RMB funds, as well as Welkin’s tech stack

8 September 2022
Broadridge’s PE platform open for US funds
Private Market Hub is powered by distributed ledger technology

6 September 2022
Ark launches fund ops platform
The cloud-based tool aims to automate fund operations and investor reporting while plugging into off-the-shelf general ledger solutions

31 August 2022
TDA 2022: COO of the Year: Steven Whitaker, Equistone
We explore the operational improvements Whitaker made that enhanced the overall capabilities of the firm

16 August 2022
TDA 2022 Technology: CRM & Deal Origination winner: DealCloud by Intapp
Ben Harrison, president of financial services at DealCloud talks about the enhancements the team made to the platform in 2021, which impressed the judges

12 August 2022
TDA 2022 Technology: Accounting & Reporting winner: Atominvest
The team detail the breadth of their offering which won the judges over

12 August 2022
TDA 2022 Technology: Data winner: Canoe Intelligence
Toby Bailey, VP of sales, EMEA at Canoe explains how its AI and ML technical framework enable the platform to stand out from the competition

10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

8 August 2022
eFront partners with Clarity AI
The partnership will integrate Clarity AI’s platform into eFront, enabling GPs and LPs to generate sustainability data on alternative investment portfolios

8 August 2022
73 Strings partners with LemonEdge
The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules

2 August 2022
Keytrack’s former MD launches FundCFO
The new platform aims to support VC CFOs by providing them with tools and knowledge to set up and run a fund

22 July 2022
5 minutes with… Jeremy Katzeff, GoldenSource
“A lot of firms are still on the trajectory of being able to manage their data… Once they get past this point, it’s all about being able to use analytics to create various summaries using customisable drilldowns to produce readable, visually pleasing reports.”

21 July 2022
LemonEdge partners with Anduin
The partnership aims to digitise the entire investor journey end-to-end

6 July 2022
5 minutes with… Karim Ali, daappa
“We can foresee that with retail investors increasingly wanting to access this asset type, there will be more and more regulations. So compliance is a major area for us.”

23 June 2022
ESG Book raises $35m series B
The new funding, led by Energy Impact Partners, will advance ESG Book’s next-generation technology

20 June 2022
Apex launches portal for credit managers
Credit Data Lens provides real-time loan performance data and P&L calculations

9 June 2022
Allvue partners with Preqin
The partnership provides Allvue clients access with Preqin data to support benchmarking exercises

27 May 2022
Acuity launches portfolio monitoring tool
The tool aims to streamline the process for PE and VC firms

23 May 2022
Rising costs threatens tech adoption
GP survey respondents say increased overhead costs is the top challenge when it comes to adopting new technology

16 May 2022
BlackRock to streamline ESG reporting
Consortium of LPs will use ESG Outreach, an extension of eFront’s Insight platform, for ESG data collection, analysis and reporting

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

9 May 2022
And the nominees are…
SyndicateRoom’s Graham Schwikkard recounts his journey from COO to CEO by bringing the firm’s tech function from Portugal to the UK, leading to the creation of a bespoke nominee platform to run its EIS fund

26 April 2022
Intapp and KPMG AG announce strategic alliance
Partnership aims to accelerate digital transformation for professional services and capital markets firms

25 April 2022
JTC launches virtual chief sustainability officer service
The outsourced offering aims to help clients to understand, definite and implement their own ESG strategy, policies and reporting

25 April 2022
Leading managers embrace a new standard in contract negotiation
Troy Pospisil, CEO and founder of Ontra, charts the adoption of legal tech by blue chip private equity firms

20 April 2022
Techwork 2022: Juri Pervjakov, BaltCap
“With increasing workloads, we’ve had to consider the new role of the back office, how to streamline processes and automate workflows"

14 April 2022
Techwork 2022: Peter Tucker, IK Partners
“Running an IT department for almost 200 users (and growing), requires all areas of the IT service to evolve with the business”

14 April 2022
Techwork 2022: Lyndon Arnold, Triton Partners
“The ultimate objective is to use technology to improve manual processes and facilitate growth in every area, from capital raising through to investment activity”

14 April 2022
Unlimited partnership
Over the past year, there has been a surge of partnership agreements between various private equity-focused tech providers. Additionally, these same tech providers have joined forces with a number of service providers. But who is doing what, with who?

14 April 2022
LGL selects Allvue
LGL’s clients will have access to Allvue’s fund account solution and investor portal

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

13 April 2022
Techwork 2022: Mark Gully, InvestIndustrial
"In addition to our digital transformation programme there are a number of innovative ideas being explored that, once they come to fruition, will make an impact across the PE industry. Watch this space!”

13 April 2022
CTOs: Dealing with (unfair?) pressure
Alex Tyler and Ingolv Urnes of psKINETIC look at the challenges and successful coping strategies

12 April 2022
Techwork 2022: Victor Davies, Bregal Investments
“We want to build in more automation and use data in a more intelligent way to make decisions, across our IT and investment teams.”

11 April 2022
mnAI acquires Regulation Technologies
The acquisition aims to enhance mnAI’s data insights offering

11 April 2022
Techwork 2022: Adrian King, Pollen Street Capital
“We want to streamline our processes and the way we communicate with our key stakeholders, to enable us to scale deals and AUM efficiently”

11 April 2022
InvestorFlow merges with Cloud Theory
The combined business has also secured a $30m series A investment from Ambina Partners