Data room
18 March 2024
S&P makes CapIQ Pro updates
Users of the platform can now access an advisory and underwriting page, among several other performance enhancements
13 March 2024
Canoe Asset Data launches
The product, which is accompanied by its own app, allows users to extract and view asset-level data
29 February 2024
Hamilton Lane partners with Sygnum and Apex to enhance tokenisation offering
The partnership introduces a new digital share class into Hamilton Lane’s Global Private Assets Fund
23 February 2024
Intapp makes advancements in generative AI
The cloud-based software solution has released a generative AI-enabled package of features designed to help deal teams with automating the processing of unstructured data
22 February 2024
Next stop – carried interest
Liquidity event delays are having an effect on waterfall calculation models
21 February 2024
S&P acquires Visible Alpha
Company aims to bolster Capital IQ offering as it explores opportunities in wealth management services
21 February 2024
Napier AI secures £45m
The investment was made by US credit asset manager Crestline Investors
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
7 February 2024
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
6 February 2024
Deloitte partners with Workiva and Informatica
The collaboration integrates AI data management and cloud-based reporting into the advisory’s ESG compliance services
5 February 2024
What the AI?!... Tamarix Technologies
Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations
2 February 2024
Robin AI launches contract defined-term checker
The additional feature means contract terms can be automatically verified and located within a document
29 January 2024
Ocorian partners up
Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji
29 January 2024
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
23 January 2024
Alchelyst partners with Goji
Fund admin adopts fintech technology to help digitalise investor onboarding
22 January 2024
Discovery gone digital
VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers
22 January 2024
Astorg appoints head of digital
Valérie Legat, joining from Carrefour Group, also becomes managing director
19 January 2024
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
18 January 2024
Morningstar partners with iCapital
Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support
17 January 2024
Gen II partners with Canoe
The collaboration aims to assist the fund administrator with automating fund document management
15 January 2024
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
11 January 2024
Blueflame AI integrates Microsoft Excel add-in
The update aims to streamline and automate the DDQ process
11 January 2024
Dura acquires Satuit
Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry
8 January 2024
Waystone appoints CFO and CITSO
The fund admin welcomes Liliana Solomon and Ian Lilleby to its senior management team
8 January 2024
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
4 January 2024
Alter Domus launches ELTIF fund admin service
The added functionality supports the administration of private market open-ended funds and includes liquidity management support
4 January 2024
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
3 January 2024
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
21 December 2023
Canoe partners with K1x
Fintech company pushes the boat out with additional tax document automation functionality
20 December 2023
The ELTIF on the shelf
ESMA’s final draft ELTIF Regulatory Technical Standards have been released, subject to the European Commission's approval
19 December 2023
Voluntary ESG ratings code of conduct launches
ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers
18 December 2023
Apex invests in Tokeny
The fund administrator sees asset tokenisation as the future of private markets
13 December 2023
What the AI?!... Sure Valley Ventures
CTO John Frizelle talks GPT plugins, prompt engineering, educating employees on new technology and much more
13 December 2023
Canoe and Deviate join forces
Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration
12 December 2023
LPs eyeing up AI
Key use cases identified include fund monitoring and competitor benchmarking
4 December 2023
Quantium partners with Microsoft Azure
Investment management software stores data and has built its investor portal on Microsoft’s cloud computing platform
28 November 2023
Carbon Accounting Alliance launches
Group of 35 organisations represents emissions of 24,000 companies
24 November 2023
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
21 November 2023
Katipult launches DealFlow Marketing
The add-on aims to optimise investor marketing operations
20 November 2023
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
16 November 2023
Novata expands ESG platform
The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements
15 November 2023
Filament Syfter teams up with Valu8
Partnership aims to enhance Filament Syfter’s offering with Valu8’s data repositories
15 November 2023
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
13 November 2023
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?
10 November 2023
Canoe has launched Canoe Pro
Offering to combine company’s tech solutions with specialised service provider support
9 November 2023
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
7 November 2023
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
6 November 2023
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.
2 November 2023
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
1 November 2023
FCA joins Project Guardian
The regulator has joined the policymaker group to assess the use cases of asset tokenisation
30 October 2023
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
27 October 2023
Clarity AI and Next Gate Tech join forces
Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios
26 October 2023
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
26 October 2023
Adepa adopts eFront
Luxembourg-based fund administrator is integrating investment software into its services
25 October 2023
Canoe Tax launches
Canoe Intelligence has expanded its product suite to include automated tax document management
20 October 2023
EZOPS launches Pypeline
The solution is catered towards structuring data from financial institutions