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Reporting & Transparency

Colmore launches HELIOS update

Features include individual investment analytics, increased customisation and performance benchmarking

Citco partners with Fenergo

Citco to integrate Fenergo’s client lifecycle management platform

G for granularity

KEY ESG’s latest report suggests ESG reporting requires collection of more granular data

Valutico closes first financing round

The valuations platform has secured investment from outside investors, including PUSH Ventures, aws Gründerfonds and Erste Group

Crestbridge appoints senior risk and compliance officer

Marie Morris joins from Butterfield Bank to assume the roles of director and money laundering compliance officer

Core opens for business

The company offers a range of fund administration services for GPs based in Guernsey

5 minutes with… Oliver Freigang and Gregor Kreuzer, founders of qashqade

We spoke to the CEO and CPO of qashqade to discuss waterfall and carry calculations, and find out more about how the company is automating them

Venn enhances portfolio analytics platform

The platform’s interpolation functionality uses a public market proxy to deliver an approximated daily return stream for the private market

Talos partners with Formidium

The partnership combines fund administration services with digital asset trading strategies

Profile: Rebecca Roberts, Conviction VC

Co-founder and COO of Conviction VC, Rebecca Roberts, comments on the importance of understanding the needs of her team when building a successful enterprise

Pinsent Masons acquires Morgan Green Advisory

Law firm expands its ESG services by joining forces with sustainability finance consultancy

CACEIS partners with Clarity AI

Partnership launches ESG platform for asset managers and institutional clients

Capital-raising punishment: Painful process

A sleek and streamlined onboarding process is vital to make sure hard-won commitments aren’t scared off

Apex acquires Pacific Fund Systems

Acquisition will see Apex act as single-source provider for new and existing PFS clients

Apperio secures $7m in funding

Fresh capital will be deployed to further develop the company’s corporate counsel product and support US expansion

Neutral horizons

Invesco’s 2023 Investment Outlook predicts a neutral valuations environment for the year ahead, despite tricky market conditions

Column: Smooth operator

In a challenging fundraising environment, operational leaders must ensure the machine room is running smoothly, writes Dörte Höppner, chief sustainability officer at The Riverside Company

5 minutes with… David Genn, CEO of Goji

We spoke to the CEO of Goji to find out how they are using digitisation to open up investor access to private equity funds

Comment: Why the DPI performance metric is so important to investors today

ECI’s Jeremy Lytle urges private equity firms to use appropriate performance metrics as macroeconomic turbulence attracts greater investor scrutiny

Novata partners with Watershed

Partnership aims to assist with ESG disclosure and investor reporting

Vector launches fund accounting tool

The cloud-based platform will include an investor portal, along with portfolio monitoring and reporting capabilities

IPEV publishes updated guidelines

The latest version includes updates reflecting the impact of distressed market conditions

Euroclear acquires Goji

The acquisition allows Euroclear to enter the private markets through digitisation

EQT added to Dow Jones Sustainability Index

EQT has been selected for inclusion in the Dow Jones Sustainability Index, following its results in the S&P Global Corporate Sustainability Assessment

Cascata launches waterfall tool

The tool should allow fund administrators to share their waterfall/carry calculations with clients and auditors more easily

Goji partners with Apex

The partnership aims to streamline onboarding, KYC & AML and digital subscriptions

Accelex partners with qashqade

Partnership aims to streamline data and valuation workflows

Comment: Known or knowable? It depends

Nic Müller, CEO of Avega Capital Management, looks at a recent clarification to the IPEV guidelines, and hopes greater harmonisation is coming

Diligend partners with Intelligo

The partnership aims to improve due diligence with platform, Clarity

Oak Group makes two appointments

Oak has hired Belinda Ridout as director of client accounting and Hannah Crocker as company secretary

Investing in new tech is major challenge for GPs

According to a new report from Aztec, 83% of alternative investors are struggling with bringing new technologies into their firms

73 Strings partners with Alvarez & Marsal

Partnership will see 73 Strings provide portfolio monitoring and valuation solutions to mutual clients

5 minutes with… Clémént Aglietta, CEO of Edda

We spoke to the CEO and co-founder of Edda to find out how the all-in-one venture capital software platform came about

Go with the flow

Key takeaways from The Drawdown's most recent breakfast briefing event, which discussed the complexities and challenges of information flows from portfolio companies through to investors

Hazeltree appoints chief technology officer

Paul Higdon joins the treasury management technology provider from ION Treasury

ESG Enterprise launches digital sustainability solution

The ESG-as-a-service API library aims to help firms move towards their sustainability goals

Consortium of credit managers launches ESG disclosure template

The launch comes several months after companies and investors endorsed a statement calling for ESG standardisation

CSC finalises Intertrust acquisition

CSC first bid for Intertrust in December 2021

IDR launches MLRO offering

The money laundering reporting service covers several fund jurisdictions, including Cayman Islands, Luxembourg, Guernsey, Jersey and the UK

Diversity becomes key metric in fundraising

LPs are increasingly factoring DEI into their capital allocations, says McKinsey

Broadridge launches SFDR reporting solution

The end-to-end tool aims at supporting asset managers with SFDR-required disclosures

IPEV board opens consultation

GP feedback requested on the association’s latest draft amendments to valuation guidelines

Workato partners with Lionpoint

The partnership aims to improve operational processes with latest technological advancements

Comment: Co-sourcing

Kimberly Kale, head of operations for the PE Back Office at Allvue Systems explains how GPs can have their data and their fund administrators too, without complicating their data flows

Comment: We need to talk about valuations, or face a credibility crisis

Robert Quartly-Janeiro, IR consultant and former LSE Visiting Fellow urges GPs to face the music

Chronograph secures series X funding

New funding round for private markets technology company led by Summit Partners

Profile: Sarah Shackleton, Seraphim Space

The COO explains her move from a frontier investor to the final frontier

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