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Reporting & Transparency

Invest Europe releases new ESG reporting guidelines

New guidelines aim to be user friendly and include a voluntary reporting template

Aztec launches streamlined onboarding solution

Aztec Verify automates the due diligence process while ensuring regulatory compliance

Apex launches impact investing solution

The tool should enable investors and companies to demonstrate measurable positive impacts

In conversation: Power to the LP

Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management

Canoe expands offering to GPs

Previously, the automation tool for document and data management was aimed at LPs

Broadridge’s PE platform open for US funds

Private Market Hub is powered by distributed ledger technology

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

Novata partners with Frazier & Deeter

The partnership aims to support identification of ESG metrics and disclosure requirements

Private funds failing to provide climate data

Hymans Robertson says private market managers’ TCFD reporting standards are inadequate

Novata launches SFDR reporting solution

The tool should allow portfolio companies to produce tailored SFDR reports

Maples launches ESG fund services solutions

They aim to support fund managers and institutional investors with ESG and impact investing credentials

Data analytics should be top priority for service providers

EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

73 Strings partners with LemonEdge

The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules

BOE interest rate hike to impact valuations

“I think we can expect to see the interest rate hike exert some downwards pressure on valuations, though how much is difficult to forecast given the broader market conditions.”

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

House of Lords slams PE for “financial engineering and tax avoidance”

Lord Sikka pointed to private equity fund and deal structures in Switzerland, Jersey and the Caribbean, created for the purpose of “asset stripping, profit shifting and tax avoidance”

Eze partners with Untap

The strategic partnership aims to offer an integrated tech platform for PE built around Microsoft technology.

ESG Book raises $35m series B

The new funding, led by Energy Impact Partners, will advance ESG Book’s next-generation technology

Comment: Keep your head in the cloud to track ESG

To be good at ESG investing you need an exceptional ESG tracking system, which requires the power of the cloud, writes Ben Harrison of Intapp

Valuations expected to drop

PE firms believe valuations will fall in the next six months

LPs to start requesting SBTi adoption

New research reveals the majority of European LPs will soon be asking managers to adopt the Science-Based Targets initiative

Operational lens: Circularity backs P2i

With a circular economy investment strategy framework, Circularity Capital delves deep into the details when it comes to deals. We take a look at the operational work behind the firm’s recent £8m investment into P2i

5 minutes with… DealsPlus

We caught up with founder Venkat Subramaniam to discuss how the platform is standardising deal closing and investment management processes

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

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

EU Commission publishes finalised RTS under SFDR

The Commission Delegated Regulation will come into force on 1 January 2023, when SFDR is expected to come into effect

GP tech adoption looms large on LP investment decisions

The majority of LPs' investment decisions are influenced by GPs’ level of technology adoption, according to a recent survey by Brackedale consulting and AssetMetrix

Key reporting deadlines for Q2 2022

Need to know dates for private equity filings in the second quarter of 2022

5 minutes with… Derivative Path

Brett Morrell & Ciccy Yang discuss how the technology-focused business supports private equity risk management

The pendulum has swung

The recent noise coming from the SEC is largely measured and unsurprising; as the asset class matures of course it should adhere to stricter oversight

Profile: Richard Drover, Apis Partners

The CFO discusses his responsibilities outside the finance function, his 100-day plan of action to improve and enhance Apis' processes as well as the challenges of joining a new firm

ADS rebrands to PCDS

PCDS has also named BNY Mellon’s Scott Kern as its new board member

Arcus achieves top ranking for ESG reporting

The firm is closely followed by Partners Group and Tikehau Capital

ESG outsourcing: who’s who?

We've compiled a directory of who does what when it comes to ESG outsourcing, to help get those boxes ticked.

5 minutes with…. Untap

We caught up with new tech player Untap, which brings together portfolio monitoring, value creation strategy and ESG capabilities to bring about tech enabled portfolio management

5 minutes with… Entrilia

“We believe no operational model should feel locked out from its richest source of internal data, outsourced or not.” - Eric Faw

Canoe partners with Bipsync

The partnership aims to streamline and automate investment document collection and categorisation processes

IIGCC publishes net zero guidance for PE

The guidance aims to incorporate net zero strategies for institutional investors with multi-asset portfolios

Allvue partners with Pitchbook

Partnership will provide PitchBook Private Market Benchmarking for LP clients

Profile: Bart Elema, Waterland Private Equity

The partner, CFO & risk officer discusses how his role and responsibilities have evolved over nearly two decades, why Waterland domiciles its funds in the Netherlands, as well as securing the firm's first ESG equity bridge facility

Invest Europe developing ESG reporting standards

The new standards are expected to be developed and established by summer 2022

Operational forecast for 2022

We take a look at Alpha FMC’s predictions for PE operations this year, as well as individual forecasts for CFOs, COOs, CTOs, CDOs and heads of compliance

DiligenceVault adds ESG, D&I questionnaires

New questionnaires from The Asset Owner Diversity Charter and The ESG Data Convergence Project are now available

Diligend secures additional investment

Fresh capital will see the due diligence platform expand its fund manager offering

Key reporting deadlines for Q1 2022

Need to know dates for private equity filings in the first quarter of 2022

LISTEN: Talking tech transformation

Hear the insights and expert views of five PE and VC finance and tech professionals on key tech trends

Majority of managers say greenwashing is a problem

Most managers support the FCA’s adoption of the TCFD reporting framework

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

ILPA publishes DDQ 2.0

The template features a streamlined structure, which aims to makes filling in the document smoother, and easier for LP reviews

BC Partners joins Partnership for Carbon Accounting Financials

Membership marks the first private equity firm to join the PCAF

IPEV Board publishes review timeline

The IPEV Board has started the 2021 review process and expects to publish the final revised guidelines in Q2 2022

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

EQT formalises SBTs to address climate change

EQT has become the first private markets firm to do so, through the SBTi

Taxation of partners: Changes expected

Alex Conway of Crowe UK details expected changes as to how partners will be taxed following the government’s current consultation

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