Data room

Qashqade and Entrilia integrate

Qashqade waterfall calculations can run through Entrilia's fund accounting platform

ESG ratings providers to comply with transparency requirements

The European Commission and Parliament have reached a provisional agreement on how ESMA can supervise these entities

Deloitte partners with Workiva and Informatica

The collaboration integrates AI data management and cloud-based reporting into the advisory’s ESG compliance services

What the AI?!... Tamarix Technologies

Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations

Robin AI launches contract defined-term checker

The additional feature means contract terms can be automatically verified and located within a document

Ocorian partners up

Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji

5 minutes with… Kate Pljaskovova, founder of Fair HQ

The digital D&I tool aims to assist GPs to develop in-house and portfolio company HR strategies through scientific research and industry benchmarks

Alchelyst partners with Goji

Fund admin adopts fintech technology to help digitalise investor onboarding

Discovery gone digital

VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers

Astorg appoints head of digital

Valérie Legat, joining from Carrefour Group, also becomes managing director

ESAs publish DORA draft RTS

Subject to approval by the European Commission, the technical standards outline the framework for good governance of ICT critical third parties

Morningstar partners with iCapital

Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support

Gen II partners with Canoe

The collaboration aims to assist the fund administrator with automating fund document management

Livingbridge promotes Steve Jones

Jones now assumes the role of head of data

What the AI?!... Ropes & Gray

Partner Rohan Massey and counsel Edward Machin at Ropes & Gray discuss how AI regulation might develop, along with key legal considerations for fund managers contemplating the technology’s adoption

Blueflame AI integrates Microsoft Excel add-in

The update aims to streamline and automate the DDQ process

Dura acquires Satuit

Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry

Waystone appoints CFO and CITSO

The fund admin welcomes Liliana Solomon and Ian Lilleby to its senior management team

5 minutes with… Sander Andersen, founder of Finpeers

Swiss blockchain-enabled fundraising tool launches to connect HNWIs through its digital LP marketplace, aiming to increase access to private equity funds

Alter Domus launches ELTIF fund admin service

The added functionality supports the administration of private market open-ended funds and includes liquidity management support

Profile: John Mansvelt, Apheon

CFO and AIFM conducting officer tells the story of his transition from audit to PE, his key governance duties and shaping a new cultural identity

Robin AI secures $26m

Funding aims to expand legal AI tech provider’s presence in the US, inaugurate its presence in Asia Pacific and increase AI engineer headcount

Canoe partners with K1x

Fintech company pushes the boat out with additional tax document automation functionality

The ELTIF on the shelf

ESMA’s final draft ELTIF Regulatory Technical Standards have been released, subject to the European Commission's approval

Voluntary ESG ratings code of conduct launches

ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers

Apex invests in Tokeny

The fund administrator sees asset tokenisation as the future of private markets

What the AI?!... Sure Valley Ventures

CTO John Frizelle talks GPT plugins, prompt engineering, educating employees on new technology and much more

Canoe and Deviate join forces

Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration

LPs eyeing up AI

Key use cases identified include fund monitoring and competitor benchmarking

Quantium partners with Microsoft Azure

Investment management software stores data and has built its investor portal on Microsoft’s cloud computing platform

Carbon Accounting Alliance launches

Group of 35 organisations represents emissions of 24,000 companies

Magic ID secures €350k

KYC startup aims to use the funding to launch its range of ID verification tools in the UK and the EU

Katipult launches DealFlow Marketing

The add-on aims to optimise investor marketing operations

What the AI?!... Schroders Capital

Head of global venture investments Steven Yang delves into the machine learning toolset that the firm’s data team has developed during the last decade

Novata expands ESG platform

The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements

LISTEN: Tick-tock. Time to tokenise?

Tokenisation use cases for private markets

Filament Syfter teams up with Valu8

Partnership aims to enhance Filament Syfter’s offering with Valu8’s data repositories

Ad hoc portfolio reporting to be expected in the next three years

GPs and LPs are forecasting increased reporting functionalities within private markets, according to CSC’s latest report

The digital CFO

While most CFOs would protest at the idea of their entire role being outsourced, an example of a plug-in CFO service is the upcoming launch of Corvus Group. Is it time to outsource the CFO entirely?

Canoe has launched Canoe Pro

Offering to combine company’s tech solutions with specialised service provider support

Arch secures $20m

The funding aims to enhance the private investment management platform’s service offering, which includes tax document management, among other workflow solutions

PE sustainability initiatives launch decarbonisation roadmap

The PMDR has been launched by the Initiative Climat International and the Sustainable Markets Initiative’s Private Equity Task Force, supported by Bain & Company

What the AI?!... Triton Partners

Head of technology Lyndon Arnold updates us on the firm’s outlook on AI and its potential use cases, as well as its ongoing implementation of the technology.

Accelex secures $15m

The series-A funding round was led by FactSet

UK fund managers find manual processes biggest FX operational challenge

MilltechFX’s survey found UK GPs are investigating ways to automate FX processes to remove the manual burden

FCA joins Project Guardian

The regulator has joined the policymaker group to assess the use cases of asset tokenisation

BoE’s Financial Policy Committee promotes operational resilience around cybersecurity

Elisabeth Stheeman, external member of the FPC, outlines key risk factors for the finance industry

Clarity AI and Next Gate Tech join forces

Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios

Amundi Technology partners with Accelex

The asset manager’s tech division will incorporate automated data extraction and document harvesting into its existing portfolio monitoring offering

Adepa adopts eFront

Luxembourg-based fund administrator is integrating investment software into its services

Canoe Tax launches

Canoe Intelligence has expanded its product suite to include automated tax document management

EZOPS launches Pypeline

The solution is catered towards structuring data from financial institutions

What the AI?!... Sagard

Scott Wu, CTO at Sagard, reveals how the creation of Canopy has helped to evolve the firm’s deal-sourcing processes

Canoe consults on Canoe Asset Data

Launch of Canoe Data Innovation Hub has enabled a client-to-firm partnership for the development of Canoe Asset Data

A&M appoints generative AI practice head

Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry

(De)generative AI

As AI technology develops, so do the associated risks

Kennek secures $12.5m

Seed funding round was led by HV Capital

Moonfare partners with Quintet

Digital private markets platform aimed at individual investors will be made available to HNWI clients of the Luxembourg private bank

Ocorian gets an A-Pass

The acquisition of the corporate administration service provider will strengthen Ocorian’s presence in Asia

Euroclear and Goji launch private market funds solution

The tool harnesses Goji’s technology on Euroclear’s FundSettle platform