Tech providers
28 September 2023
ListAlpha launches automated dealflow tool
Platform combines CRM with proprietary company research driven by AI
27 September 2023
What the AI?!... Montagu
Partner Daniel Fischer believes there are AI opportunities to be developed in risk management workflows
26 September 2023
Filament Syfter and SourceScrub team up
Partnership aims to support firms in data-driven decision making
22 September 2023
ERM and Greenomy join forces
The sustainability consultancy aims to incorporate Greenomy’s ESG reporting services
21 September 2023
Lionpoint launches treasury practice
Former head of operations at KKR Danny Olds will lead the practice
21 September 2023
Macfarlanes adopts AI
Law firm has partnered with HarveyAI, a generative AI tool designed for legal work
21 September 2023
Delio launches Vault functionality
Company aims to enable private distribution networks and dealflow syndication
21 September 2023
FE fundinfo acquires Adjuto
Company aims to enhance its fee and distribution channel management services
20 September 2023
Ontra expands legal operating platform
Ontra Atlas is an automated entity management solution
18 September 2023
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
15 September 2023
Arup and Re:Co launch digital sustainability services
Partnership aims to link sustainability outcomes with value creation and support decision making
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
Atfinity partners with Scrive
Partnership aims to improve digital onboarding and client lifecycle processes
12 September 2023
Citco’s platform available to private credit funds
Company opens up its Collaboration Platform to private credit and real assets
11 September 2023
Altvia continues partnership with Passthrough
Companies launch tool that integrates a CRM with an LP onboarding solution
11 September 2023
Cardano partners with DiligenceVault
Risk and sustainability advisory firm to integrate digital diligence platform for automated ODD services
11 September 2023
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
11 September 2023
What the AI?!...Equipped.ai
CEO of Equipped.ai Ed Green shares how the firm is making operations smoother with automation
7 September 2023
Valutico partners with Integra International
Tax, audit and accounting association will offer Valutico’s valuation services to its clients
6 September 2023
Context Analytics launches CAPE
The software automates data extraction from various pitch decks into a structured format
31 August 2023
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
30 August 2023
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
30 August 2023
MSCI expands partnership with Google
Companies to provide generative AI offering for portfolio and risk management, including climate risk
30 August 2023
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
25 August 2023
Robin AI launches Obligation Management
Dashboard to allow legal teams to review, prioritise and action tasks related to contractual obligations
25 August 2023
AlphaSense settles in Singapore
Company aims to better serve existing APAC client base and scale customer growth
24 August 2023
BuildESG updates BuildRI software
In an expansion of functionality, lenders to gain visibility into GPs’ responsible investment and ESG processes
24 August 2023
McGuireWoods ‘appoints’ AI legal assistant
Law firm to use Casetext’s CoCounsel to enhance quality and timeliness of legal services delivered
21 August 2023
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
21 August 2023
Securitize acquires Onramp Invest
The acquisition allows registered investment advisers to offer PE investments to their clients
17 August 2023
Petra Funds joins forces with Novata
Partnership aims to support with collection, analysis and reporting of ESG data
16 August 2023
Bipsync teams up with Lionpoint
Partnership aims to support mutual clients with their digital transformation process
11 August 2023
Alkymi partners with Portfolio BI
Partnership aims to combine structured and unstructured data sources to improve workflows and data governance
10 August 2023
Inveniam launches Inveniam AI
The Miami-based division is developing automated blockchain-enabled data interpretation tools for private markets
7 August 2023
Bipsync partners with Red Arris
Partnership aims to enhance onboarding and implementation experience for mutual clients
3 August 2023
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
2 August 2023
ndaOK launches NDA review tool
The AI-based tool automates non-disclosure agreement processing
27 July 2023
Socium Fund Services partners with Broadridge
Socium will incorporate Broadridge’s Sentry tool to improve its debt fund administration services
27 July 2023
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
26 July 2023
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
24 July 2023
Iceberg Data Lab launches Barbatus
The tool uses generative AI to produce ESG data analysis
18 July 2023
Apex signs strategic partnership with Flow
The fund administrator’s clients will have access to Flow’s investor lifecycle management platform
18 July 2023
Worldfavor partners with Northpeak
The collaboration will combine Worldfavor’s sustainability data platform with Northpeak’s ESG consultancy services
17 July 2023
5 minutes with… Tim Andrews, IDR
Founder and CEO of the investor onboarding hub shares how its latest fund subscription service strengthens the platform
17 July 2023
BNP Paribas acquires Kantox
The acquisition will expand the firm’s FX workflow services
13 July 2023
Alkymi launches Alpha
The generative AI tool aims to formulate answers from documents and datasets
13 July 2023
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
12 July 2023
Passthrough teams up with STP
Partnership aims to support entire investor lifecycle and enhance operational efficiency
12 July 2023
Canoe partners with Lionpoint
The partnership will combine operational and technological solutions with consulting services
12 July 2023
73 Strings secures $10m
The funding aims to help expand the provider’s global presence and develop its product offering
10 July 2023
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
10 July 2023
Lantern launches with portfolio monitoring platform
Data platform will assist GPs with decision making by providing data analytics, visualisation tech and portfolio monitoring
4 July 2023
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
3 July 2023
Accelex launches data extraction solution
The product aims to extract data from private debt and securities structures for LPs and asset servicers
29 June 2023
InvestorFlow enters European market with new London office
Former BlackRock vice-president Richard Davies to lead the company’s European operations