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LemonEdge partners with ROYC

The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds

Qashqade and Entrilia integrate

Qashqade waterfall calculations can run through Entrilia's fund accounting platform

ESG ratings providers to comply with transparency requirements

The European Commission and Parliament have reached a provisional agreement on how ESMA can supervise these entities

LeadingMile partners with Qashqade

The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring

What the AI?!... Tamarix Technologies

Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations

Ocorian partners up

Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji

Invest Europe updates investor reporting guidelines

The guidelines have been updated from 2018 to make reporting on fund and portfolio returns more streamlined

Profile: Miguel Gutiérrez, Portobello Capital

The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office

Alchelyst partners with Goji

Fund admin adopts fintech technology to help digitalise investor onboarding

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

Morningstar partners with iCapital

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

Gen II partners with Canoe

The collaboration aims to assist the fund administrator with automating fund document management

Dura acquires Satuit

Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry

Alter Domus launches ELTIF fund admin service

The added functionality supports the administration of private market open-ended funds and includes liquidity management support

Canoe partners with K1x

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

Voluntary ESG ratings code of conduct launches

ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers

Canoe and Deviate join forces

Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration

LPs eyeing up AI

Key use cases identified include fund monitoring and competitor benchmarking

Monument launches investor portal

Firm aims to enhance fundraising process for both GPs and LPs

What the AI?!... Schroders Capital

Head of global venture investments Steven Yang delves into the machine learning toolset that the firm’s data team has developed during the last decade

Comply launches software and annual review service

Company aims to support chief compliance officers with growing regulatory demands

Novata expands ESG platform

The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements

Ad hoc portfolio reporting to be expected in the next three years

GPs and LPs are forecasting increased reporting functionalities within private markets, according to CSC’s latest report

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

What the AI?!... Triton Partners

Head of technology Lyndon Arnold updates us on the firm’s outlook on AI and its potential use cases, as well as its ongoing implementation of the technology.

Accelex secures $15m

The series-A funding round was led by FactSet

Clarity AI and Next Gate Tech join forces

Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios

Amundi Technology partners with Accelex

The asset manager’s tech division will incorporate automated data extraction and document harvesting into its existing portfolio monitoring offering

Adepa adopts eFront

Luxembourg-based fund administrator is integrating investment software into its services

Citco updates online service

CitcoConnect to streamline capital-raising and subscription processes

Canoe Tax launches

Canoe Intelligence has expanded its product suite to include automated tax document management

EZOPS launches Pypeline

The solution is catered towards structuring data from financial institutions

What the AI?!... Sagard

Scott Wu, CTO at Sagard, reveals how the creation of Canopy has helped to evolve the firm’s deal-sourcing processes

Canoe consults on Canoe Asset Data

Launch of Canoe Data Innovation Hub has enabled a client-to-firm partnership for the development of Canoe Asset Data

A&M appoints generative AI practice head

Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry

Domos FS launches LP onboarding

Tool to provide smooth digital communications with prospective investors and ease monitoring burden for GPs and their service providers, says company

(De)generative AI

As AI technology develops, so do the associated risks

Kennek secures $12.5m

Seed funding round was led by HV Capital

Apex expands ESG solutions

Fund administrator offers compliance, reporting and consulting services after its acquisition of MJ Hudson’s ESG advisory businesses

Euroclear and Goji launch private market funds solution

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

Rundit launches LP reporting solution

Company aims to offer automated reports that are web-based

ERM and Greenomy join forces

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

Lionpoint launches treasury practice

Former head of operations at KKR Danny Olds will lead the practice

Amicorp launches ESG reporting and rating service

The new service includes audited ESG reports, analysis, business planning and policy implementation

GPs find brand perception key reason for ESG reporting

A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact

Tikehau invests in Anthesis

Tikehau shares ownership of the ESG consultancy with Carlyle, Palatine and Anthesis employee shareholders

Vector updates fund accounting tool

The fund administrator has incorporated a GP and LP portal into Valence

Altvia continues partnership with Passthrough

Companies launch tool that integrates a CRM with an LP onboarding solution

What the AI?!...Equipped.ai

CEO of Equipped.ai Ed Green shares how the firm is making operations smoother with automation

MSCI acquires Burgiss

MSCI will purchase the remaining 66% of the data provider

Inveniam launches Inveniam AI

The Miami-based division is developing automated blockchain-enabled data interpretation tools for private markets

PitchBook expands LCD research

The data provider has added LCD Credit News and Debt Deal Data into its platform

The Drawdown Award Winners: John Eggleston

John Eggleston, partner and global CTO at Pantheon Ventures, was named Technology Professional of the Year at The Drawdown Awards 2023

Socium Fund Services partners with Broadridge

Socium will incorporate Broadridge’s Sentry tool to improve its debt fund administration services

Quality control

CDP’s latest report analyses how a unified global regulatory approach can foster better ESG ratings and data products

Iceberg Data Lab launches Barbatus

The tool uses generative AI to produce ESG data analysis

Apex signs strategic partnership with Flow

The fund administrator’s clients will have access to Flow’s investor lifecycle management platform

Worldfavor partners with Northpeak

The collaboration will combine Worldfavor’s sustainability data platform with Northpeak’s ESG consultancy services

The Drawdown Awards winners: 73 Strings

The Drawdown speaks to Yann Magnan, CEO and co-founder of 73 Strings, winner in the Technology: Innovation category at The Drawdown Awards 2023

Canoe partners with Lionpoint

The partnership will combine operational and technological solutions with consulting services