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Reporting software

Profile: Brian Mason, BC Partners

The head of technology discusses the human side of tech and its role in decision making

GoldenSource launches investment book of record

The additional functionality was created in partnership with MAIA Technology

TMF Group acquires PartnersAdmin

Fund admin aims to expand presence in North America

The real retail deal?

We speak to Michel Degosciu, managing director and co-founder of LPX AG, to understand the index he has created, which enables everyday individuals to invest in private markets

WATCH: Liquidity strategies in a high interest rate environment

Our recent webinar discussion, exploring liquidity management and counterparty risk

Apex acquires Efficient Group

Apex aims to expand its footprint in South Africa

Apexanalytix acquires ESG Enterprise

The acquisition enhances ESG Enterprise’s capabilities while expanding its offering to a wider client base

PE playing catchup when streamlining operational processes

Intertrust’s new research highlights GPs’ desire to combat operational weaknesses amid changing LP demands

YFM appoints head of portfolio reporting

Raj Singh Pharhani joins from BGF

GoldenSource appoints head of product

Swati Tyagi joins from financial intelligence platform Sentieo

5 minutes with… Steven Petersen, co-founder of Stavtar Solutions

The Drawdown gets to grips with the ‘universe of software solutions’ Stavtar offers to complex businesses

Formidium launches Razor State Consulting

The launch aims to support fund managers with accounting and operational solutions

Novata raises $30m

ESG solutions provider aims to enhance ESG data collection, onboarding process and analytics

Key ESG partners with EDCI

Software provider launches API integration with benchmark initiative

Juniper Square secures $133m

Partnership services provider aims to build upon its investor portal

The conversation: True outsourcing?

At a recent Breakfast Briefing event held in London, a panel of experts discussed the realities of co-sourcing, and asked if the approach really can allow CFOs to control their data

Colmore launches HELIOS update

Features include individual investment analytics, increased customisation and performance benchmarking

Valutico closes first financing round

The valuations platform has secured investment from outside investors, including PUSH Ventures, aws Gründerfonds and Erste Group

Crestbridge appoints senior risk and compliance officer

Marie Morris joins from Butterfield Bank to assume the roles of director and money laundering compliance officer

5 minutes with… Oliver Freigang and Gregor Kreuzer, founders of qashqade

We spoke to the CEO and CPO of qashqade to discuss waterfall and carry calculations, and find out more about how the company is automating them

Venn enhances portfolio analytics platform

The platform’s interpolation functionality uses a public market proxy to deliver an approximated daily return stream for the private market

CACEIS partners with Clarity AI

Partnership launches ESG platform for asset managers and institutional clients

Capital-raising punishment: Painful process

A sleek and streamlined onboarding process is vital to make sure hard-won commitments aren’t scared off

Apex acquires Pacific Fund Systems

Acquisition will see Apex act as single-source provider for new and existing PFS clients

Apperio secures $7m in funding

Fresh capital will be deployed to further develop the company’s corporate counsel product and support US expansion

Novata partners with Watershed

Partnership aims to assist with ESG disclosure and investor reporting

Vector launches fund accounting tool

The cloud-based platform will include an investor portal, along with portfolio monitoring and reporting capabilities

Euroclear acquires Goji

The acquisition allows Euroclear to enter the private markets through digitisation

EQT added to Dow Jones Sustainability Index

EQT has been selected for inclusion in the Dow Jones Sustainability Index, following its results in the S&P Global Corporate Sustainability Assessment

Cascata launches waterfall tool

The tool should allow fund administrators to share their waterfall/carry calculations with clients and auditors more easily

Goji partners with Apex

The partnership aims to streamline onboarding, KYC & AML and digital subscriptions

Accelex partners with qashqade

Partnership aims to streamline data and valuation workflows

Diligend partners with Intelligo

The partnership aims to improve due diligence with platform, Clarity

Investing in new tech is major challenge for GPs

According to a new report from Aztec, 83% of alternative investors are struggling with bringing new technologies into their firms

73 Strings partners with Alvarez & Marsal

Partnership will see 73 Strings provide portfolio monitoring and valuation solutions to mutual clients

5 minutes with… Clémént Aglietta, CEO of Edda

We spoke to the CEO and co-founder of Edda to find out how the all-in-one venture capital software platform came about

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

Hazeltree appoints chief technology officer

Paul Higdon joins the treasury management technology provider from ION Treasury

ESG Enterprise launches digital sustainability solution

The ESG-as-a-service API library aims to help firms move towards their sustainability goals

Profile: Phillipe Laval, Jolt Capital

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

CSC finalises Intertrust acquisition

CSC first bid for Intertrust in December 2021

IDR launches MLRO offering

The money laundering reporting service covers several fund jurisdictions, including Cayman Islands, Luxembourg, Guernsey, Jersey and the UK

Broadridge launches SFDR reporting solution

The end-to-end tool aims at supporting asset managers with SFDR-required disclosures

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

LISTEN: Changing approaches to liquidity management

How are private fund CFOs evolving their approach to liquidity management?

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

Profile: Sarah Shackleton, Seraphim Space

The COO explains her move from a frontier investor to the final frontier

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

Apex launches impact investing solution

The tool should enable investors and companies to demonstrate measurable positive impacts

In conversation: Power to the LP

Highlights from a recent roundtable event examining the growing influence of investors in private equity fund management

Canoe expands offering to GPs

Previously, the automation tool for document and data management was aimed at LPs

Profile: Kerrie Chung, Welkin Capital Management

The finance director discusses the firm’s setup when she joined, differences between fund administration for Cayman funds and local RMB funds, as well as Welkin’s tech stack

Broadridge’s PE platform open for US funds

Private Market Hub is powered by distributed ledger technology

Profile: Kenta Shima, J-STAR

The head of operations & IR discusses the Japanese private equity market, challenges within his role, J-STAR’s tech stack and setting up the firm’s latest fund

Apex partners with Iveniam

Partnership sees Apex expand its offering to include valuation-as-a-service

Ark launches fund ops platform

The cloud-based tool aims to automate fund operations and investor reporting while plugging into off-the-shelf general ledger solutions

TDA 2022: COO of the Year: Steven Whitaker, Equistone

We explore the operational improvements Whitaker made that enhanced the overall capabilities of the firm