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BlackRock to streamline ESG reporting

Consortium of LPs will use ESG Outreach, an extension of eFront’s Insight platform, for ESG data collection, analysis and reporting

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

Profile: Razzak Akbar, Freshstream

The CFO discusses Freshstream’s spinout from Bregal, the ongoing relationship between the two firms and setting up the Dutch office

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

Leading managers embrace a new standard in contract negotiation

Troy Pospisil, CEO and founder of Ontra, charts the adoption of legal tech by blue chip private equity firms

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?

LGL selects Allvue

LGL’s clients will have access to Allvue’s fund account solution and investor portal

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

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

PE and private debt still behind on digital transformation

Broadridge’s latest report found only 12% of PE and private debt respondents identified as leaders when considering their digital maturity level, compared with 41% of other investment and asset managers

5 minutes with… Derivative Path

Brett Morrell & Ciccy Yang discuss how the technology-focused business supports private equity risk management

HSBC launches digital administration platform

The platform provides GPs and LPs with digital workflow and reporting solutions

Standard Metrics secures $23.7m series-A

The private markets IR platform will use the fresh capital to develop the solution and scale its network of investors and private companies

Reporting frequency expected to increase

Intertrust’s latest survey found GPs expect to share information daily or weekly, or in real time

Profile: Richard Drover, Apis Partners

The CFO discusses his responsibilities outside the finance function, his 100-day plan of action to improve and enhance Apis' processes as well as the challenges of joining a new firm

Finance function seeks tech talent

Intertrust’s latest survey found most CFOs expect to hire professionals with this skill set over the next three years

ESG outsourcing: who’s who?

We've compiled a directory of who does what when it comes to ESG outsourcing, to help get those boxes ticked.

Portfolio Advisors partners with Canoe and Exchangelodge

The partnership aims to automate data management processes for Portfolio Advisors’ private market investments

5 minutes with… Wissem Souissi, Diligend

“When huge amounts of data sit in files, there’s not a lot you can do with it. But if the data is centralised and digitised, you can slice, dice and extract incredible insights from it.”

Improved tech solutions can drive operational efficiencies

Panellists at the recent Real Deals Mid Market conference agreed ODD, deals and the full investment period could greatly benefit from collaborative software solutions

ESG Enterprise partners with GaiaLens

The partnership enables both platforms to share insights, target prospects and provide client support across the US and Europe

Operational Lens: Pantheon Secondary Opportunities Fund (PSOF)

With a total AUM of $52.3bn, Pantheon is a machine when it comes to fundraising. We take a look at the $624m PSOF, to discover how the pros get the job done.

Blow it all up and start again

Could the rise of 'corporation zero' - designing a fund's operations from scratch - be the remedy to private equity's tricky tech upgrade?

5 minutes with… Entrilia

“We believe no operational model should feel locked out from its richest source of internal data, outsourced or not.” - Eric Faw

Canoe partners with Bipsync

The partnership aims to streamline and automate investment document collection and categorisation processes

Allvue partners with Pitchbook

Partnership will provide PitchBook Private Market Benchmarking for LP clients

Your data: Time to take the steering wheel

Private capital firms cannot let off-the-shelf software solutions control data strategy, writes Ingolv Urnes of psKINETIC

EDC to collect ESG data

Collecting data annually using one platform with a standardised methodology, allows for consistent, comparable pan-European statistics

Framework rebrands to daappa

The fintech platform has also released two new products as part of its digital transformation

Profile: James Yates, IK Partners

The CFO & managing partner discusses how the firm has professionalised and institutionalised its processes, his thoughts on Luxembourg as a domicile as well as his hopes for IK's operational functions in the future

Operational forecast for 2022

We take a look at Alpha FMC’s predictions for PE operations this year, as well as individual forecasts for CFOs, COOs, CTOs, CDOs and heads of compliance

Accelex partners with SimCorp

The partnership aims to automate alternative investment data workflows for joint clients of both platforms

DiligenceVault adds ESG, D&I questionnaires

New questionnaires from The Asset Owner Diversity Charter and The ESG Data Convergence Project are now available

Diligend secures additional investment

Fresh capital will see the due diligence platform expand its fund manager offering

High profile collection

Selection of The Drawdown’s favourite profiles with key operational professionals in 2021

Deep dive collection

Selection of The Drawdown’s extended analysis features from 2021

LemonEdge partners with Chronograph

The partnership aims to streamline private capital markets’ front-to-back office investment operations

5 minutes with… Novata

CEO Alex Friedman: “Ultimately, you can develop the world’s best product, but if people don’t find it easy to use, it won’t serve society very well. A simple, intuitive user interface is a big focus for us.”

Citco launches digital capital management platform

The single dashboard platform aims to enable PE funds to manage their capital events securely, in real time