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Data room

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

Profile: Phillipe Laval, Jolt Capital

The deep tech investor’s CTO dives into software, data and the intricacies of his role

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

Column: Tricky maths

Dörte Höppner, chief sustainability officer at the Riverside Company, explores the complexities of collecting ESG data

Chronograph secures series X funding

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

Beyond data

Data has been on private equity's mind for a few years now; is it starting to yield the results it promised?

Aztec launches streamlined onboarding solution

Aztec Verify automates the due diligence process while ensuring regulatory compliance

Broadridge’s PE platform open for US funds

Private Market Hub is powered by distributed ledger technology

Code & Co partners with int3

The partnership will see due diligence provider Code & Co expand its offering to include cyber security

Gen II launches digital fund subscription solution

The new digital offering intends to automate and streamline fund subscriptions

TDA 2022 Technology: Investor Relations winner: PEARonline

The team describe their strong foundation with GPs and LPs, which has enabled them to work on a new version of the platform as well as expands its sales and marketing resources

TDA 2022 Technology: Data winner: Canoe Intelligence

Toby Bailey, VP of sales, EMEA at Canoe explains how its AI and ML technical framework enable the platform to stand out from the competition

Data analytics should be top priority for service providers

EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

eFront partners with Clarity AI

The partnership will integrate Clarity AI’s platform into eFront, enabling GPs and LPs to generate sustainability data on alternative investment portfolios

73 Strings partners with LemonEdge

The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules

Data, cyber security and AI compliance: managing the evolving landscape

Debevoise & Plimpton’s Robert Maddox and Martha Hirst detail how new cyber and privacy rules from regulators worldwide will impact PE firms, and provide five key tips to stay ahead

Depending on data

Key takeaways from The Drawdown’s most recent breakfast briefing event, which discussed how private equity professionals are defining their data strategies

5 minutes with… Jeremy Katzeff, GoldenSource

“A lot of firms are still on the trajectory of being able to manage their data… Once they get past this point, it’s all about being able to use analytics to create various summaries using customisable drilldowns to produce readable, visually pleasing reports.”

GoldenSource launches cloud data services

The cloud data services aim to help financial markets firms to better manage their data into and within data lakes and warehouses

Eze partners with Untap

The strategic partnership aims to offer an integrated tech platform for PE built around Microsoft technology.

ESG Book raises $35m series B

The new funding, led by Energy Impact Partners, will advance ESG Book’s next-generation technology

Comment: Keep your head in the cloud to track ESG

To be good at ESG investing you need an exceptional ESG tracking system, which requires the power of the cloud, writes Ben Harrison of Intapp

Apex launches portal for credit managers

Credit Data Lens provides real-time loan performance data and P&L calculations

Profile: Patrick Camenisch, Evoco Private Equity

The director of finance and operations discusses automating processes, fund administrator challenges, and why Evoco switched fund domicile from Jersey to Luxembourg

Allvue partners with Preqin

The partnership provides Allvue clients access with Preqin data to support benchmarking exercises

Rising costs threatens tech adoption

GP survey respondents say increased overhead costs is the top challenge when it comes to adopting new technology

Operational lens: Circularity backs P2i

With a circular economy investment strategy framework, Circularity Capital delves deep into the details when it comes to deals. We take a look at the operational work behind the firm’s recent £8m investment into P2i

Diligend partners with Intralinks

The partnership enables mutual clients to automate document acquisition from Intralinks’ virtual data room directly into Diligend

5 minutes with… DealsPlus

We caught up with founder Venkat Subramaniam to discuss how the platform is standardising deal closing and investment management processes

Profile: Susan Wilkins, Actis

The COO discusses her pathway from Actis portfolio company to the GP, taking over management of Abraaj funds and her role as a member of the inclusion & diversity committee

And the nominees are…

SyndicateRoom’s Graham Schwikkard recounts his journey from COO to CEO by bringing the firm’s tech function from Portugal to the UK, leading to the creation of a bespoke nominee platform to run its EIS fund

5 minutes with… +SUBSCRIBE

+SUBSCRIBE’s Rafay Farooqui talks us through the platform’s onboarding and subscription document processing capabilities

Intapp and KPMG AG announce strategic alliance

Partnership aims to accelerate digital transformation for professional services and capital markets firms

JTC launches virtual chief sustainability officer service

The outsourced offering aims to help clients to understand, definite and implement their own ESG strategy, policies and reporting

Techwork 2022: Juri Pervjakov, BaltCap

“With increasing workloads, we’ve had to consider the new role of the back office, how to streamline processes and automate workflows"

Techwork 2022: Peter Tucker, IK Partners

“Running an IT department for almost 200 users (and growing), requires all areas of the IT service to evolve with the business”

Techwork 2022: Lyndon Arnold, Triton Partners

“The ultimate objective is to use technology to improve manual processes and facilitate growth in every area, from capital raising through to investment activity”

Unlimited partnership

Over the past year, there has been a surge of partnership agreements between various private equity-focused tech providers. Additionally, these same tech providers have joined forces with a number of service providers. But who is doing what, with who?

Due diligence goes digital

A new report found the majority of survey respondents intend to use more technology and tools to get diligence done in the future

Techwork 2022: Mark Gully, InvestIndustrial

"In addition to our digital transformation programme there are a number of innovative ideas being explored that, once they come to fruition, will make an impact across the PE industry. Watch this space!”

CTOs: Dealing with (unfair?) pressure

Alex Tyler and Ingolv Urnes of psKINETIC look at the challenges and successful coping strategies

Techwork 2022: Victor Davies, Bregal Investments

“We want to build in more automation and use data in a more intelligent way to make decisions, across our IT and investment teams.”

mnAI acquires Regulation Technologies

The acquisition aims to enhance mnAI’s data insights offering

Techwork 2022: Adrian King, Pollen Street Capital

“We want to streamline our processes and the way we communicate with our key stakeholders, to enable us to scale deals and AUM efficiently”

InvestorFlow merges with Cloud Theory

The combined business has also secured a $30m series A investment from Ambina Partners

Comment: Unlocking private markets’ ESG potential

Hemal Mehta, founder and CEO of AtomInvest discusses the importance of sophisticated tech when it comes to ESG data collection, analysis and reporting

Techwork 2022: Frédéric de Frésart, Argos Wityu

"Our IT infrastructure has evolved into a single hybrid network. Everyone uses and shares the same tools. That has been a huge evolution for our employees because it completely changed the way we work"

Techwork 2022: Hind el Gaidi, Astorg

“Our ultimate aim is to capture the full value chain. From fundraising right the way through to exits, we want to ensure we have best of breed systems in place that will help us to ensure every part of the process is going well.”

Techwork 2022: Patrick Gloor, Montana Capital Partners

“The most important part of my work was and still is, constantly improving cyber security while maintaining the flexibility needed by our employees.”

Techwork 2022: Marc Boullier, PAI Partners

“I want to digitalise deal sourcing, taking into consideration finance, ESG and procurement”

Techwork 2022: Neil Hendricks, Hg

“We encourage a feedback culture, so people can tell us what is working, what isn’t and what helps with their day jobs. That’s the best way to ensure our technology is constantly fit for purpose”

Techwork 2022: Ash Patel, ECI Partners

“Some of my main achievements for the firm include outsourcing our IT services to a managed service provider (MSP) so I can put a greater focus on the strategy and governance part of IT"

The Techwork 2022

Our annual Techwork report charts the industry’s digital progress by focusing on a select group of individuals responsible for this crucial work

“Every PE firm should have a CTO” - Jolt Capital

The need for PE firms to have a CTO is becoming increasingly important, and could become key to a firm's survival

Real-time data reporting remains a source of friction between LPs and GPs

KKR's Catherine Cutts: "The demand for more granular data versus the ability for GPs to produce that is a source of friction in LP-GP relations"

GP tech adoption looms large on LP investment decisions

The majority of LPs' investment decisions are influenced by GPs’ level of technology adoption, according to a recent survey by Brackedale consulting and AssetMetrix

Let’s talk about the data

Tim Friedman, founder of PE Stack, discusses all things data, including the adoption of alternative data sources and how to create a data plan

ESG Book adds ESG data convergence project metrics

Private equity GPs and LPs, globally, will now have access to meaningful, performance-based, comparable sustainability data from private companies

Entrilia launches PE & VC operations solutions

Phase one of the launch includes private equity and venture capital fund accounting, investor insights as well as business intelligence solutions