Data room
25 July 2024
‘Data is the core to painting the picture’
To harness sustainability-linked loans and improve the top and bottom lines of portfolio companies, GPs need to solve the data challenge
18 July 2024
5 minutes with… Philipp Neidel and Joachim Mogck, partners at Orbit
Neidel (right) and Mogck (left) launched their boutique law firm to specifically focus on advising the product ‘fund’ and deploy technology to improve and accelerate services
1 July 2024
Conundrum of ESG choice
Amid a myriad of software, partnerships and consultants, how do GPs make the right choice?
1 July 2024
Moody’s and MSCI team up
Partnership to enhance ESG transparency and explore private credit market opportunities
27 June 2024
S&P launches Peer Comparables
The update will be incorporated into portfolio monitoring platform iLEVEL to enhance valuations comparisons between public and private companies
25 June 2024
Blueflame AI receives $5m Series A
Funding came from undisclosed partners and was accompanied by contributions from the management team
20 June 2024
My fair value
Are auditors approving VC fair value according to IPEV under false pretences?
18 June 2024
Blueflame AI partners with Encore Compliance
Gen AI-based platform has been enhanced to allow fund managers to review expert call surveillance and investment research compliance processes
14 June 2024
Anduin launches investor data management
Tool should streamline processes and improve investor workflows
12 June 2024
MSCI launches gen AI investment risk modelling tools
AI Portfolio Insights and Macro Finance Analyzer are available via the firm’s tech platform MSCI ONE
12 June 2024
AlphaSense snaps up Tegus
Transaction to integrate Tegus’s data into AlphaSense; latter raises $650 in additional funding
10 June 2024
FundGuard teams up with ICE
Partnership to allow users to access ICE’s pricing and reference data through FundGuard
6 June 2024
Dasseti receives $4.3m in Series A extension
Fresh funds to be deployed across AI, ESG, workflow automation and international growth
31 May 2024
Canoe and InfoGrate partner up
The consulting partnership is aimed at providing outsourced CTO services to family offices
29 May 2024
Beauhurst launches ESG dataset
Tool to support users in identifying investment opportunities and evaluating current portfolios
23 May 2024
Manaos updates SDR reporting solution
Alternative asset managers can make use of the platform’s database of more than 20 ESG tech providers to help with impending SDR reporting
23 May 2024
Top of the ops: Me, myself and AI
TOTO is back – and this time we put Gen AI risk management under the lens with John Frizelle, CTO at Sure Valley Ventures
20 May 2024
M&A Source partners with ShareVault
Collaboration to enhance the management of high-volume transactions
13 May 2024
Profile: Patrick Ghoche, Inovia Capital
The CFO shares what he has learnt from his versatile experiences in investment banking and working for a public manufacturing firm
8 May 2024
Daloopa closes on $18m in Series B
Total of $18m raised to go to product development and market expansion
1 May 2024
BlackSwan Cyber launches cyber DD and management tool
Tool to assist with cybersecurity DD on potential acquisitions and monitoring across existing portfolio
29 April 2024
73 Strings attaches audit mode
Company aims to increase data transparency for fund managers
24 April 2024
SimCorp launches integrated portfolio management platform
SimCorp One is the second part of the firm’s offering after Point Solutions, powered by Axioma
Operational Technology Report 2024
Our 2024 Operational Technology Report - with in-depth analyses of the latest tech state of play in midmarket PE, profiles of key operational leaders, and more - is now available to download.
24 April 2024
An industry in flux
Nicc Wright, chief operating officer at Daappa, outlines the imperative for data sovereignty, transparency and control in a tightening regulatory landscape
16 April 2024
Chronograph launches Chrono AI
The tool will assists LPs with portfolio monitoring and analysis
12 April 2024
Fundwave launches AI assistant
Users may extract information about their fund documentation within Fundwave’s software
10 April 2024
Pactio receives $14m
Series-A funding for the AI-integrated transaction management platform is led by EQT Ventures
8 April 2024
Gen II launches data management tool
Company aims to integrate fund data admin with in-house teams and third-party platform, streamlining access
8 April 2024
LeadingMile integrates TARA into Salesforce
The technology consultancy’s automated CRM testing tool can now be integrated into any web-based application, according to the founder Martijn Voorhaar
5 April 2024
Video: Technology trends
We speak to some of the attendees at our Tech Innovation Conference 2024 about cybersecurity, AI, digital integration and picking the right tech provider
26 March 2024
GPs express concerns over data management and coordination of third-party portfolio monitoring tools
Latest report from Acuity Knowledge Partners reveals issues with data management and extraction
Technology Report 2024
Welcome to the first instalment of the Technology Report, which shines a light on GPs at the cutting edge of tech adoption for front-office functions, and the providers powering that transformation
20 March 2024
Going digital
Nicholas Neveling explores how GPs are harnessing big data and AI not only to boost portfolio company performance, but also to provide a competitive edge when it comes to sourcing and executing deals
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
18 October 2023
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
17 October 2023
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
16 October 2023
A&M appoints generative AI practice head
Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry
10 October 2023
Moonfare partners with Quintet
Digital private markets platform aimed at individual investors will be made available to HNWI clients of the Luxembourg private bank
6 October 2023
Ocorian gets an A-Pass
The acquisition of the corporate administration service provider will strengthen Ocorian’s presence in Asia
6 October 2023
Euroclear and Goji launch private market funds solution
The tool harnesses Goji’s technology on Euroclear’s FundSettle platform
6 October 2023
What the AI?!... PAI Partners
Marc Boullier, managing director and lead for IT and digital transformation, talks all things Alfred, the firm's own LLM-powered assistant
2 October 2023
AlphaSense secures $150m in Series E
Fresh funds to expand tech-offering, platform capabilities and enable strategic acquisitions
2 October 2023
Vestberry integrates with Affinity
Partnership to combine relationship and portfolio intelligence
27 September 2023
What the AI?!... Montagu
Partner Daniel Fischer believes there are AI opportunities to be developed in risk management workflows
22 September 2023
ERM and Greenomy join forces
The sustainability consultancy aims to incorporate Greenomy’s ESG reporting services
22 September 2023
What the AI?!... NGP Capital
VP of data analytics Atte Honkasalo and partner Christian Noske discuss how NGP’s internal startup search platform is shaking up operational workflows
21 September 2023
Lionpoint launches treasury practice
Former head of operations at KKR Danny Olds will lead the practice
21 September 2023
Delio launches Vault functionality
Company aims to enable private distribution networks and dealflow syndication
20 September 2023
Ontra expands legal operating platform
Ontra Atlas is an automated entity management solution
13 September 2023
GPs find brand perception key reason for ESG reporting
A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact
13 September 2023
Gen II launches strategic and digital solutions group
Robert Caporale has been appointed as group president
12 September 2023
Alpha acquires Cobase
FX solutions provider set to acquire 85% of the multibank connectivity platform, subject to approval from the Netherlands’ central bank
12 September 2023
Vector updates fund accounting tool
The fund administrator has incorporated a GP and LP portal into Valence
11 September 2023
Data constraints the biggest ESG integration hurdle
Some 71% of respondents to the BNP Paribas ESG Global Survey 2023 find lack of ESG data quality a major barrier to making more sustainable investments
11 September 2023
Cardano partners with DiligenceVault
Risk and sustainability advisory firm to integrate digital diligence platform for automated ODD services