Reporting & Transparency
27 January 2023
Colmore launches HELIOS update
Features include individual investment analytics, increased customisation and performance benchmarking
27 January 2023
Citco partners with Fenergo
Citco to integrate Fenergo’s client lifecycle management platform
26 January 2023
G for granularity
KEY ESG’s latest report suggests ESG reporting requires collection of more granular data
26 January 2023
Valutico closes first financing round
The valuations platform has secured investment from outside investors, including PUSH Ventures, aws Gründerfonds and Erste Group
25 January 2023
Crestbridge appoints senior risk and compliance officer
Marie Morris joins from Butterfield Bank to assume the roles of director and money laundering compliance officer
23 January 2023
Core opens for business
The company offers a range of fund administration services for GPs based in Guernsey
23 January 2023
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
19 January 2023
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
19 January 2023
Talos partners with Formidium
The partnership combines fund administration services with digital asset trading strategies
19 January 2023
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
13 January 2023
Pinsent Masons acquires Morgan Green Advisory
Law firm expands its ESG services by joining forces with sustainability finance consultancy
12 January 2023
CACEIS partners with Clarity AI
Partnership launches ESG platform for asset managers and institutional clients
12 January 2023
Capital-raising punishment: Painful process
A sleek and streamlined onboarding process is vital to make sure hard-won commitments aren’t scared off
11 January 2023
Apex acquires Pacific Fund Systems
Acquisition will see Apex act as single-source provider for new and existing PFS clients
11 January 2023
Apperio secures $7m in funding
Fresh capital will be deployed to further develop the company’s corporate counsel product and support US expansion
6 January 2023
Neutral horizons
Invesco’s 2023 Investment Outlook predicts a neutral valuations environment for the year ahead, despite tricky market conditions
5 January 2023
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
3 January 2023
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
3 January 2023
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
20 December 2022
Novata partners with Watershed
Partnership aims to assist with ESG disclosure and investor reporting
19 December 2022
Vector launches fund accounting tool
The cloud-based platform will include an investor portal, along with portfolio monitoring and reporting capabilities
14 December 2022
IPEV publishes updated guidelines
The latest version includes updates reflecting the impact of distressed market conditions
14 December 2022
Euroclear acquires Goji
The acquisition allows Euroclear to enter the private markets through digitisation
12 December 2022
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
8 December 2022
Cascata launches waterfall tool
The tool should allow fund administrators to share their waterfall/carry calculations with clients and auditors more easily
7 December 2022
Goji partners with Apex
The partnership aims to streamline onboarding, KYC & AML and digital subscriptions
6 December 2022
Accelex partners with qashqade
Partnership aims to streamline data and valuation workflows
5 December 2022
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
30 November 2022
Diligend partners with Intelligo
The partnership aims to improve due diligence with platform, Clarity
25 November 2022
Oak Group makes two appointments
Oak has hired Belinda Ridout as director of client accounting and Hannah Crocker as company secretary
23 November 2022
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
21 November 2022
73 Strings partners with Alvarez & Marsal
Partnership will see 73 Strings provide portfolio monitoring and valuation solutions to mutual clients
18 November 2022
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
17 November 2022
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
16 November 2022
Hazeltree appoints chief technology officer
Paul Higdon joins the treasury management technology provider from ION Treasury
11 November 2022
ESG Enterprise launches digital sustainability solution
The ESG-as-a-service API library aims to help firms move towards their sustainability goals
9 November 2022
Consortium of credit managers launches ESG disclosure template
The launch comes several months after companies and investors endorsed a statement calling for ESG standardisation
3 November 2022
IDR launches MLRO offering
The money laundering reporting service covers several fund jurisdictions, including Cayman Islands, Luxembourg, Guernsey, Jersey and the UK
3 November 2022
Diversity becomes key metric in fundraising
LPs are increasingly factoring DEI into their capital allocations, says McKinsey
1 November 2022
Broadridge launches SFDR reporting solution
The end-to-end tool aims at supporting asset managers with SFDR-required disclosures
27 October 2022
IPEV board opens consultation
GP feedback requested on the association’s latest draft amendments to valuation guidelines
27 October 2022
Workato partners with Lionpoint
The partnership aims to improve operational processes with latest technological advancements
27 October 2022
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
24 October 2022
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
12 October 2022
Chronograph secures series X funding
New funding round for private markets technology company led by Summit Partners
10 October 2022
Profile: Sarah Shackleton, Seraphim Space
The COO explains her move from a frontier investor to the final frontier
3 October 2022
Invest Europe releases new ESG reporting guidelines
New guidelines aim to be user friendly and include a voluntary reporting template
28 September 2022
Aztec launches streamlined onboarding solution
Aztec Verify automates the due diligence process while ensuring regulatory compliance
21 September 2022
Apex launches impact investing solution
The tool should enable investors and companies to demonstrate measurable positive impacts
19 September 2022
In conversation: Power to the LP
Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management
16 September 2022
Canoe expands offering to GPs
Previously, the automation tool for document and data management was aimed at LPs
8 September 2022
Broadridge’s PE platform open for US funds
Private Market Hub is powered by distributed ledger technology
6 September 2022
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
30 August 2022
Novata partners with Frazier & Deeter
The partnership aims to support identification of ESG metrics and disclosure requirements
23 August 2022
Private funds failing to provide climate data
Hymans Robertson says private market managers’ TCFD reporting standards are inadequate
18 August 2022
Novata launches SFDR reporting solution
The tool should allow portfolio companies to produce tailored SFDR reports
17 August 2022
Maples launches ESG fund services solutions
They aim to support fund managers and institutional investors with ESG and impact investing credentials
10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements
8 August 2022
73 Strings partners with LemonEdge
The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules