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Bridgepoint to acquire Alpha FMC

The planned takeover deal is worth £626m

Blueflame AI partners with Encore Compliance

Gen AI-based platform has been enhanced to allow fund managers to review expert call surveillance and investment research compliance processes

Venture360 launches investor reporting tool

Tool transmits all relevant reports and KPIs to provide investors with on-demand access

Anduin launches investor data management

Tool should streamline processes and improve investor workflows

MSCI launches gen AI investment risk modelling tools

AI Portfolio Insights and Macro Finance Analyzer are available via the firm’s tech platform MSCI ONE

Intapp partners with Bite

Partnership aims to enhance investor management through integrated portal in DealCloud

Ely Place and Navable launch onboarding platform

Free-to-use tool streamlines onboarding process for private market funds

Vestberry closes on $1m in Series A

Fresh funds to fuel US expansion

The Profile: Charles Rousset, Revaia

The CFO/COO shares milestones from the emerging manager’s journey and dives into operational due diligence and collaborating with one’s LPs

Top of the ops: Me, myself and AI

TOTO is back – and this time we put Gen AI risk management under the lens with John Frizelle, CTO at Sure Valley Ventures

SimCorp launches integrated portfolio management platform

SimCorp One is the second part of the firm’s offering after Point Solutions, powered by Axioma

Operational Technology Report 2024

Our 2024 Operational Technology Report - with in-depth analyses of the latest tech state of play in midmarket PE, profiles of key operational leaders, and more - is now available to download.

How can technology streamline market processes for operational professionals?

Implementing and updating digital strategies not only enhances value creation but creates new sources of value, writes Beth Brearley

Ocorian launches ESG reporting tool

The SFDR and SDR reporting tool is powered by technology from Treety

Chronograph launches Chrono AI

The tool will assists LPs with portfolio monitoring and analysis

Fundwave launches AI assistant

Users may extract information about their fund documentation within Fundwave’s software

Profile: Dorothea Sztopko, Golding Capital Partners

Heralds COOs as the agents of change, discusses their role in digital transformation and highlights the importance of communication

Persefoni releases Scope 3 supply chain management software

Persefoni Pro enables portfolio companies to easily report GHG emissions

GPs express concerns over data management and coordination of third-party portfolio monitoring tools

Latest report from Acuity Knowledge Partners reveals issues with data management and extraction

Reporting in good nature

Why are voluntary sustainability reporting regimes such as TNFD being adopted by PE firms?

Technology Report 2024

Welcome to the first instalment of the Technology Report, which shines a light on GPs at the cutting edge of tech adoption for front-office functions, and the providers powering that transformation

Chronograph and Quantspark partner up

The two fintech companies aim to consolidate their GP and LP client base to improve portfolio monitoring and value creation processes

Canoe Asset Data launches

The product, which is accompanied by its own app, allows users to extract and view asset-level data

Socium Fund Services partners with GRMA

Regulatory reporting software to be incorporated into US fund administrator’s compliance reporting platform

Atlas Metrics partners with Bunch

The partnership combines Bunch's investor portal with Atlas Metric's ESG reporting platform

Kroll launches two fraud solution tools

Risk Analytics Monitor and Managed Compliance Software use data analytics and AI technology to help automate risk management workflows

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?!

CEO of 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

73 Strings secures $10m

The funding aims to help expand the provider’s global presence and develop its product offering

Lantern launches with portfolio monitoring platform

Data platform will assist GPs with decision making by providing data analytics, visualisation tech and portfolio monitoring

Accelex launches data extraction solution

The product aims to extract data from private debt and securities structures for LPs and asset servicers

GoldenSource partners with Snowflake

The partnership aims to make use of Snowflake’s cloud data platform

Comment: Decision delegation

Hamish Paget-Brown, associate at ECI Partners , explores the potential of AI to lead decision making in the private equity market.

ACA launches portfolio management solution

Managed Performance Services aims to assist fund managers with performance measurement and reporting features

Brownloop and Chronograph form strategic partnership

Brownloop and Chronograph will provide clients with a joint suite of tools and services

Quantium opens London office

The European base will be led by Anahita Beigui

Novata expands ESG benchmarking offering

The service will encompass 50 universal and more than 200 sector-specific benchmarks

What the AI?!... Accelex

How is AI transforming data extraction and analytics? We spoke to Accelex’s chief product officer Nicole Weder, and product director Boris Lavrov, to find out more

The Drawdown Awards 2023: Winners announced

Congratulations to all of the winners of The Drawdown Awards 2023

IQ-EQ partners with Novata

The partnership aims to incorporate Novata’s ESG data solution into IQ-EQ’s existing services

What the AI?!... Canoe Intelligence

Our new AI series kicks off by exploring the burning questions with Aman Soni, VP of data strategy at Canoe Intelligence

Accelex launches portfolio analytics platform

The platform aims to provide visibility and automated data analysis on portfolio funds, commitments and underlying assets

SFDR comPAIrisons

Clarity AI analysed differences in performance and strategies of 27,000 Article 6, 8 and 9 funds

Profile: Matt Harrison, Stanley Capital

The firm's CFO discusses the way technology helps influence investment decisions and how his firm uses AI to drive portfolio company growth

Survey: How is your digital transformation progressing?

The digital transformation of private capital funds continues to gather pace – The Drawdown, in partnership with IQ-EQ, is once again taking the pulse of the private capital fund market's digital transformation

In the name of science: how to set your emissions targets

Questions are arising about the various methodologies used to create net-zero targets

Cority acquires Greenstone

Greenstone will form part of Cority’s sustainability cloud offering

Chronograph adds two to board

Ben Harrison of DealCloud and Intapp aims to help accelerate growth

The challengers

Charting the rise of the new fund admin kids on the block, looking to break the mould

Canoe opens London office

Firm aims to complement its US offerings with the new office

Pitchbook incorporates LCD research

The integration will allow platform users to access analysis on leveraged loans, bonds, CLOs and private credit

AiFlow secures seed round investment

AI platform aims to reduce the need for analysts in competitor market research

Valutico launches ESG valuation platform

ValutECO aims to integrate ESG considerations into the valuation process

Bloomberg partners with Burgiss

Partnership intended to provide custom reporting and increased comparability of funds

Comment: Welcome to the altverse

Rafay, Farooqui, founder and CEO of +SUBSCRIBE, outlines the need for a novel private markets' digital tech stack to replace fragmented, manual and paper-based workflows of the past

Comment: Empowering the middle office

Patrycja Dos Santos, middle office specialist at AssetMetrix, shares her thoughts on the need for a full middle office services platform and current trends towards tech-enabled solutions

TECHWORK 23: Philippe Laval, Jolt Capital

Philippe is the engineer behind the firm's deal-sourcing software 'Ninja'

TECHWORK 23: Christian Schumer, ICG

Christian led a review of the firm's corporate and business services function and is implementing the results

Alkymi adopts GPT

The data services company’s Data Acceleration Platform is now powered by GPT

TECHWORK 23: Robert Sciaraffo, The Riverside Company

Robert is looking to centralise the firm's data and reporting

TECHWORK 23: Simon Munday, Bregal Investments

Simon is passionate about data visualisation

Chronograph hires four

Appointments include Abbas Khan as product owner for data extraction and Daniel Gruppo as client development manager