Tech providers

ListAlpha launches automated dealflow tool

Platform combines CRM with proprietary company research driven by AI

What the AI?!... Montagu

Partner Daniel Fischer believes there are AI opportunities to be developed in risk management workflows

Filament Syfter and SourceScrub team up

Partnership aims to support firms in data-driven decision making

ERM and Greenomy join forces

The sustainability consultancy aims to incorporate Greenomy’s ESG reporting services

Lionpoint launches treasury practice

Former head of operations at KKR Danny Olds will lead the practice

Macfarlanes adopts AI

Law firm has partnered with HarveyAI, a generative AI tool designed for legal work

Delio launches Vault functionality

Company aims to enable private distribution networks and dealflow syndication

FE fundinfo acquires Adjuto

Company aims to enhance its fee and distribution channel management services

Ontra expands legal operating platform

Ontra Atlas is an automated entity management solution

Column: ChatGPT: Enhancement or hindrance?

Natalia Ramsden of Sofos Associates considers the ways AI applications such as ChatGPT could both boost and diminish human cognition

Arup and Re:Co launch digital sustainability services

Partnership aims to link sustainability outcomes with value creation and support decision making

GPs find brand perception key reason for ESG reporting

A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact

Gen II launches strategic and digital solutions group

Robert Caporale has been appointed as group president

Alpha acquires Cobase

FX solutions provider set to acquire 85% of the multibank connectivity platform, subject to approval from the Netherlands’ central bank

Atfinity partners with Scrive

Partnership aims to improve digital onboarding and client lifecycle processes

Citco’s platform available to private credit funds

Company opens up its Collaboration Platform to private credit and real assets

Altvia continues partnership with Passthrough

Companies launch tool that integrates a CRM with an LP onboarding solution

Cardano partners with DiligenceVault

Risk and sustainability advisory firm to integrate digital diligence platform for automated ODD services

Accelex and Finarch partner up on operational efficiency

Partnership aims to assist firms with processes around portfolio monitoring, performance analytics, compliance management and data integration

What the AI?!

CEO of Ed Green shares how the firm is making operations smoother with automation

Valutico partners with Integra International

Tax, audit and accounting association will offer Valutico’s valuation services to its clients

Context Analytics launches CAPE

The software automates data extraction from various pitch decks into a structured format

Comment: A generative approach

Beyond AI's mainstream buzz, increasing applications for private equity are becoming impossible to ignore, according to Lantern’s Tom Richardson

Same soup just reheated

LPs’ operational priorities are unchanged in 2023 and include automation, understanding new investment structures and creating workflow efficiencies, Dynamo Software survey finds

MSCI expands partnership with Google

Companies to provide generative AI offering for portfolio and risk management, including climate risk

Clarity AI and SimCorp team up on sustainability

Partnership aims to allow clients to report on UN’s sustainable development goals through customised scores based on intended sustainability outcomes

Robin AI launches Obligation Management

Dashboard to allow legal teams to review, prioritise and action tasks related to contractual obligations

AlphaSense settles in Singapore

Company aims to better serve existing APAC client base and scale customer growth

BuildESG updates BuildRI software

In an expansion of functionality, lenders to gain visibility into GPs’ responsible investment and ESG processes

McGuireWoods ‘appoints’ AI legal assistant

Law firm to use Casetext’s CoCounsel to enhance quality and timeliness of legal services delivered

SS&C acquires Iress’s managed fund admin business

Acquisition is a bid to enhance SS&C’s position as transfer agent by building out position in Australia

Securitize acquires Onramp Invest

The acquisition allows registered investment advisers to offer PE investments to their clients

Petra Funds joins forces with Novata

Partnership aims to support with collection, analysis and reporting of ESG data

Bipsync teams up with Lionpoint

Partnership aims to support mutual clients with their digital transformation process

MSCI acquires Burgiss

MSCI will purchase the remaining 66% of the data provider

Alkymi partners with Portfolio BI

Partnership aims to combine structured and unstructured data sources to improve workflows and data governance

Inveniam launches Inveniam AI

The Miami-based division is developing automated blockchain-enabled data interpretation tools for private markets

Bipsync partners with Red Arris

Partnership aims to enhance onboarding and implementation experience for mutual clients

Profile: Markus Gyssler, EMERAM Capital Partners

The managing partner and COO reflects on 10 years at the firm, walks through its succession programme and explains how he combines operational with investment duties

ndaOK launches NDA review tool

The AI-based tool automates non-disclosure agreement processing

Socium Fund Services partners with Broadridge

Socium will incorporate Broadridge’s Sentry tool to improve its debt fund administration services

Sounds of the summit… Asset managers assemble

Discussions from OLS concluded that the time to create a ChatGPT policy was yesterday. Here’s why your firm needs one too

Clearwater launches GPT tool

Available from the second half of 2023, the offering should allow clients to benchmark their portfolios against peers with similar AUM sizes and investment strategies

Iceberg Data Lab launches Barbatus

The tool uses generative AI to produce ESG data analysis

Anduin secures $15.6m

The funding round was led by tech investment firm 8VC

Apex signs strategic partnership with Flow

The fund administrator’s clients will have access to Flow’s investor lifecycle management platform

Worldfavor partners with Northpeak

The collaboration will combine Worldfavor’s sustainability data platform with Northpeak’s ESG consultancy services

5 minutes with… Tim Andrews, IDR

Founder and CEO of the investor onboarding hub shares how its latest fund subscription service strengthens the platform

BNP Paribas acquires Kantox

The acquisition will expand the firm’s FX workflow services

The Drawdown Awards winners: Goji

The Drawdown speaks to David Genn, CEO of Goji

Alkymi launches Alpha

The generative AI tool aims to formulate answers from documents and datasets

The Drawdown Awards winners: 73 Strings

The Drawdown speaks to Yann Magnan, CEO and co-founder of 73 Strings, winner in the Technology: Innovation category at The Drawdown Awards 2023

Passthrough teams up with STP

Partnership aims to support entire investor lifecycle and enhance operational efficiency

Canoe partners with Lionpoint

The partnership will combine operational and technological solutions with consulting services

73 Strings secures $10m

The funding aims to help expand the provider’s global presence and develop its product offering

What the AI?! Robin AI

James Clough, CTO and co-founder of Robin AI, shares how legal and AI expertise are combined in its LLM-powered chatbot

Lantern launches with portfolio monitoring platform

Data platform will assist GPs with decision making by providing data analytics, visualisation tech and portfolio monitoring

Cypress Growth Capital invests in PFA Solutions

The Dallas-based software and technology focused growth capital investor has invested $2m in the financial industry SaaS solution provider

Accelex launches data extraction solution

The product aims to extract data from private debt and securities structures for LPs and asset servicers

InvestorFlow enters European market with new London office

Former BlackRock vice-president Richard Davies to lead the company’s European operations