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Reporting software

LPs prefer outsourcing

SS&C Intralinks' 2022 LP survey found that 38% of institutional investors surveyed prefer a manager to use a fund administrator

Comment: Alternative managers challenged to build virtual fort knoxes

The cash-in, cash-out nature of fund management requires sophisticated cyber controls, write Jeremy Slade and Don Jefferis of Hazeltree

Novata secures $21m series-A

Novata provides PE firms and private companies with reporting metrics, a database to store information, and tools for analysis and reporting to key stakeholders

Allvue launches platform for emerging PE and VCs

"It is essential that smaller firms have the necessary infrastructure to hold their own against industry peers."

Intertrust launches ESG data solution

The solution aims to help GPs meet ongoing, critical ESG demands by providing an integrated approach to collecting and analysing ESG data, while managing ESG risk in portfolios

SEI buys Finomial

Deal aimed at enhancing cloud-native technology capabilities

The Drawdown Awards 2021: Winners announced

Congratulations to the winners of our recent 2021 Drawdown Awards

AnaCap spins out its tech platform

“Equipped AI allows individuals and companies to analyse vast lakes of data in real-time, helping to map and execute investment strategies across multiple geographies.” -- Mike Edwards

Synechron partners with Accelex

Partnership aims to accelerate unstructured data extraction and management

SS&C launches ESG reporting solution

"We see the growing manager and investor demand to incorporate ESG metrics into client reporting at the manager and portfolio level."

2025: PE’s digital golden year

In 2025, structured data exchange will be the norm for fund managers as PE moves away from Excel. The Drawdown explores the tech solutions making that future a reality

State Street acquires Mercatus

Acquisition connected to launch of front-to-back, full-suite investment management platform

The Drawdown Awards 2021: Finalists Announced

Thank you to everyone who entered, and a massive congratulations to all those that made the shortlist

Diligend and eVestment announce partnership

The agreement allows clients of both eVestment and Diligend to complete more of their due diligence process via one technology platform

MJ Hudson acquires Clarus Risk

The fintech risk management and reporting automation specialist services alternative asset fund managers and investors

KPMG joins campaign for reporting taxonomy

KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)

What do LPs do with all the data?

A recent webinar discussion explored what information is being transmitted from GPs to LPs

Profile: Sedef Köktentürk, Blue Horizon

The managing partner & COO discusses upgrading the impact investor's technology and processes, how the niche strategy impacts her role, and how being an Olympic athlete taught her the value of collaboration and cooperation to achieve goals

WATCH: What do LPs do with all the data?

A recent webinar discussion explored the way in which data is being communicated, how technology is helping both GPs and LPs, and what LPs are doing with all the information

LISTEN: Do we even need standardisation? Episode 2

The second instalment of a recent podcast discussion examined industry body reporting efforts, and asked if standardised reporting is still necessary?

LISTEN: Do we even need standardisation? Episode 1

A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?

MUFG IS launches ESG reporting tool

The reporting tool initially uses RepRisk data and MUFG IS plans to add further data sources

5 minutes with… Simon Thornton, PEARonline

Simon Thornton, founder of private equity investor portal and fundraising data room PEARonline discusses the company’s origins, the importance of secure data transmission and upgrade plans

Valutico explores ESG valuations

Valutico has received a €200,000 innovation grant from the Vienna Business Agency to support the project

Rising Star of the Year award winner: Dawid Sawicki, Kennet Partners

The financial controller discusses winning the Rising Star award, stepping up to FC during the finance team's transition period and various processes, systems and the CFO forum he's implemented

The ins and outs of outsourcing: An evaluation guide for selecting the right vendor

InCloudCounsel CEO of co-founder Troy Pospisil says firms must "ask the tough-but-important questions about the service provider’s team, products, and business"

5 minutes with… Guy Battle, Social Value Portal

As ESG’s visibility continues to increase, finding ways to measure and report efforts remains tricky. Social Value Portal’s CEO Guy Battle explains how their framework attributes monetary values to social impact

Private Equity Service Provider Awards: Winners announced

Winners of the Private Equity Service Provider Awards revealed

Apex launches tool for ESG regs

Invest Check is a tool to help financial services firms collect data to report and comply with upcoming ESG rules

The ESG tech wave

From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play

The conversation: Trends in 2021 and beyond

InCloudCounsel founder and CEO Troy Pospisil examines patterns established in 2020 and how they will impact the next few years in private capital markets

LISTEN: InCloudCounsel’s Pospisil on the future

Troy Pospisil explores how the regulatory landscape for private capital funds is evolving, how investor demands are changing and how InCloudCounsel’s offerings aim to support these developments

Class of 2020

A cross-section of industry practitioners share their greatest lessons of this year

2020 in review: Full speed digital transformation

A look back at private equity firms and their digital transformations in 2020

LISTEN: InCloudCounsel’s Pospisil on document abstraction

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about what it is, how it works and how it supports private equity legal teams, as well as the wider organization.

Admincontrol and Dealsuite enter partnership

The partnership combines Dealsuite's deal sourcing platform with Admincontrol's virtual data room

LISTEN: InCloudCounsel’s Pospisil on private equity roots

In the first instalment of our mini podcast series, Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the company’s origins: what drove him to set up the firm and how it has developed over the past seven years.

Technology… and how it’s shaping the operating models of tomorrow

The pandemic has been a catalyst for digital transformation, but there are major challenges still to face

IR at breaking point

Can the increased GP/LP communications that took place in response to the crisis continue indefinitely, and does it need to?

WATCH: The productivity puzzle: maintaining motivation and collaboration

Watch our recent webinar, exploring where private equity needs to go next when it comes to their technology infrastructure

Apex partners with RepRisk

The partnership enables Apex’s clients to access RepRisk analytics reports and case data on private companies via Apex’s ESG rating and advisory portal

PE’s response to systematic risks: room for improvement

Analysis of 100 PE firms found lacklustre responses to the triple crises of Covid, climate change and racial injustice

Majority of LPs unhappy with tech capabilities

Backstop Solutions Group and Mercer’s latest report found LPs waste around a third of their time on tasks that could be streamlined with better tech

WATCH: Technology…and how it’s shaping the operating models of tomorrow

The pandemic has been a catalyst for digital transformation, but there are major challenges still to face

Take back control

In a bid for more control, GPs have been asking fund administrators to work on their own systems, rather than the administrator's

The ID Register spins out of Apex

Initially backed by Ipes, the Guernsey-based business is a clearinghouse for KYC and investor onboarding

Profile: John Eggleston, Pantheon

The chief technology officer discusses his approach to upgrading the firm’s IT infrastructure, the importance of cybersecurity awareness training and why you should always start with data during tech transformations

Backstop upgrades RMS

The enhanced multi-asset class research management system allows institutional investors to track research and DD across all asset classes

LISTEN: MUFG’s Mike Dickey on ESG reporting

Alice Murray talks to Mike Dickey, head of product at MUFG Investor Services, about the data flow of ESG information between GP and LP

Profile: Peter Finden Bamrud, Verdane

The head of analytics discusses joining PE straight out of uni, the biggest challenges the industry faces and the importance of harnessing data correctly

Private Equity Service Provider Awards: Shortlist Announced

Announcing the finalists for the 2020 Private Equity Service Provider Awards

WATCH: Data strategies for a digital world

Alice Murray speaks to eVestment’s Katey Bogue about how private capital funds are harnessing data to improve operations and performance

RFA launches managed data services

Cloud, cybersecurity and digital transformation specialist RFA has launched its managed data services platform

LISTEN: RFA’s George Ralph on data pt3

Our third and final instalment of The Drawdown’s conversation with RFA’s George Ralph looks as LP expectations when it comes to data management and ways to boost transparency.

MUFG selects Broadridge’s loan tracking tech

Partnership comes off the back of strong growth in the private debt, credit and direct lending market

LISTEN: RFA’s George Ralph on data, pt1

This first instalment explores the nuances of developing data strategies, depending on the firm’s size, focus and willingness to to adopt new technologies

LP expert Graye joins forces with qashqade

LP expert and industry advocate Lorelei Graye joins qashqade’s executive advisory

LISTEN: Stick or twist? How to manage on-going tech upgrades

Alice Murray speaks to MUFG's Danny Trentacosta about why now is a great time for GPs to revisit tech infrastructure upgrade projects put on hold by Covid-19

5 minutes with… René Kampschulte, Keytrack

The managing director talks about why he created the VC portfolio management software, the ultimate goal for the product and why he won’t rule out expanding to PE in the future

AcordIQ launches waterfall validation service

The platform aims to help GPs by providing them with independent verification on waterfall calculations