Reporting software

ERM and Greenomy join forces

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

IDR appoints tax services director

Robin Silverthorne joins from NatWest Group

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

Altvia continues partnership with Passthrough

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

Accelex and Finarch partner up on operational efficiency

Partnership aims to assist firms with processes around portfolio monitoring, performance analytics, compliance management and data integration

Same soup just reheated

LPs’ operational priorities are unchanged in 2023 and include automation, understanding new investment structures and creating workflow efficiencies, Dynamo Software survey finds

Petra Funds joins forces with Novata

Partnership aims to support with collection, analysis and reporting of ESG data

MSCI acquires Burgiss

MSCI will purchase the remaining 66% of the data provider

Venn adds report solution to portfolio analytics platform

Report Lab will enable Venn’s clients to produce client-ready reports and proposals

5 min with… Marcus P. Höfer, base camp management consulting

In conversation with The Drawdown, the CEO explains what the firm’s philosophy of ‘being a sparring partner to the CFO office’ means in practice and talks about industry trends.

Profile: Markus Gyssler, EMERAM Capital Partners

The managing partner and COO reflects on 10 years at the firm, walks through its succession programme and explains how he combines operational with investment duties

Socium Fund Services partners with Broadridge

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

The Drawdown Awards winners: Matt Guy

Matt Guy, associate director at Federated Hermes Private Markets, was named Rising Star of the Year at The Drawdown Awards 2023

Iceberg Data Lab launches Barbatus

The tool uses generative AI to produce ESG data analysis

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

Passthrough teams up with STP

Partnership aims to support entire investor lifecycle and enhance operational efficiency

Canoe partners with Lionpoint

The partnership will combine operational and technological solutions with consulting services

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

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

LP reporting requests the biggest obstruction for PE GPs

Frequent reporting and ad hoc requests from LPs are the biggest obstruction to operations for private equity GPs, according to a new survey.

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

Spaulding Ridge expands tech offering

Company launches tool to optimise technology implementation and speed up revenue operations

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

Gottschalg Analytics powers up

Company aims to provide performance intelligence services via proprietary algorithms

The conversation: Are you prepared? Liquidity strategies in a turbulent market

The Drawdown hosted a webinar to discuss how managers can respond to liquidity and risk management challenges that have been thrown into sharp focus in recent weeks

Former Sanne execs set up new fund admin business

Ex-Sanne senior leaders have launched Palmer Street, with £8m backing from Marwyn Value Investors

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

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

Harbourvest appoints head of client operations

Javier Rodriguez will manage the integration of the firm’s client experience, investment accounting, treasury, portfolio analytics and performance measurement teams

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

Pitchbook incorporates LCD research

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

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: 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

Cutting edge through technology

Majority of LPs want their GPs to invest more in technology to cut costs

TECHWORK 23: Christian Schumer, ICG

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

SimCorp partners with Matter

Partnership aims to assist investors with aligning their portfolios to the UN’s SDGs

Alkymi adopts GPT

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

Riveron launches automated reporting solution

Tool aims to assist with data integration and reporting from portfolio companies

Arcesium launches data management platform

Company aims to assist firms with data integration, validation, analytics and reporting

Chronograph hires four

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

AXA launches climate risk assessment functionality

Feature should support GPs with assessing climate, carbon and nature related risks at fund and portfolio level

Atlas Metrics secures €5.2m

The funding aims to develop the ESG platform

Profile: Brian Mason, BC Partners

The head of technology discusses the human side of tech and its role in decision making

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

TMF Group acquires PartnersAdmin

Fund admin aims to expand presence in North America

The real retail deal?

We speak to Michel Degosciu, managing director and co-founder of LPX AG, to understand the index he has created, which enables everyday individuals to invest in private markets

WATCH: Liquidity strategies in a high interest rate environment

Our recent webinar discussion, exploring liquidity management and counterparty risk

Profile: Fabio Ranghino, Ambienta

Fabio Ranghino, head of sustainability, shares his thoughts on how financial value can be aligned with impact investing