Login Newsletter Subscribe Search

Reporting software

The Techwork: Stuart Mair, BC Partners

“We want to ensure that we utilise and optimise our data, providing better insights for the business using the full Microsoft BI stack, reporting visualisations and analysis.”

The Techwork: Andy Sobek, Permira

"I’m trying to build capability to keep the dealdoing machine well oiled. Deal doers are smart and entrepreneurial and my job is to underpin their work; to support quicker and better deal doing.”

Holland Mountain upgrades data platform

ATLAS aggregates data from any source and provides business users and senior executives with centralised access to real-time data

The Techwork: Ahmed Khamassi, Stirling Square Capital Partners

“The main improvement we want to make in terms of technology is to ensure it is designed with our people in mind.”

The Techwork: Kevin Muller, Coller Capital

“We have a multi disciplined view on data; the tools we use and how people consume data. We’re running a multi-year data maturity initiative.”

The Techwork

Private equity's digital transformation has undoubtedly been catalysed by events of the past year

MUFG IS launches ESG reporting tool

The reporting tool initially uses RepRisk data and MUFG IS plans to add further data sources

5 minutes with… Simon Thornton, PEARonline

Simon Thornton, founder of private equity investor portal and fundraising data room PEARonline discusses the company’s origins, the importance of secure data transmission and upgrade plans

Valutico explores ESG valuations

Valutico has received a €200,000 innovation grant from the Vienna Business Agency to support the project

Rising Star of the Year award winner: Dawid Sawicki, Kennet Partners

The financial controller discusses winning the Rising Star award, stepping up to FC during the finance team's transition period and various processes, systems and the CFO forum he's implemented

IQ-EQ selects Allvue for private debt & credit

The debt desk will employ FIS software for accounting and transfer agency services, DX as the 24/7 online client portal, as well as IQ-EQ’s proprietary reporting system, IQ-EQ Cosmos

Allvue updates performance & portfolio monitoring solution

The platform provides an overview of accurate investment performance down to asset level

Technology: Accounting & Reporting award winner: AtomInvest

“Our philosophy is to look at what the best people are doing, not only in the alternatives space but across all markets." - AtomInvest founder and CEO Hemal Mehta

GCV launches new end-to-end SaaS

Quva was developed by GCV’s venture builder division G-Labs

The ins and outs of outsourcing: An evaluation guide for selecting the right vendor

InCloudCounsel CEO of co-founder Troy Pospisil says firms must "ask the tough-but-important questions about the service provider’s team, products, and business"

LemonTree and Reframe announce strategic partnership

The announcement follows two previous partnerships for LemonTree, with Steelbridge and Lionpoint

5 minutes with… Guy Battle, Social Value Portal

As ESG’s visibility continues to increase, finding ways to measure and report efforts remains tricky. Social Value Portal’s CEO Guy Battle explains how their framework attributes monetary values to social impact

STRAIT partners with PFA

The partnership will develop STRAITView, a manager-facing dashboard solution that will sit on PFA Solutions’ FirmVew platform

SimCorp and Colmore partner on data service

The partnership integrates Colmore’s INSIGHT (data management) and FAIR (fees) services with SimCorp’s alternatives investment manager offering

Colmore launches Stride

Stride automates and enhances the collection, extraction and analysis of unstructured data

Private Equity Service Provider Awards: Winners announced

Winners of the Private Equity Service Provider Awards revealed

Cobalt adds cap tables to portfolio monitoring platform

The function allows custom metrics to be edited in-application, downloaded, pulled into various reports and exported

The ESG tech wave

From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play

Transforming pain points into technology future-proofing

A recent webinar discussion explored important lessons learned during the pandemic as to how operations can be more efficient and effective as we enter a hybrid model of working

The conversation: Trends in 2021 and beyond

InCloudCounsel founder and CEO Troy Pospisil examines patterns established in 2020 and how they will impact the next few years in private capital markets

LISTEN: InCloudCounsel’s Pospisil on the future

Troy Pospisil explores how the regulatory landscape for private capital funds is evolving, how investor demands are changing and how InCloudCounsel’s offerings aim to support these developments

Former SS&C ALPs execs launch TrustServe

The new fund administrator aims to challenge the sector by taking advantage of new technology.

Class of 2020

A cross-section of industry practitioners share their greatest lessons of this year

2020 in review: Full speed digital transformation

A look back at private equity firms and their digital transformations in 2020

LISTEN: InCloudCounsel’s Pospisil on document abstraction

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about what it is, how it works and how it supports private equity legal teams, as well as the wider organization.

Admincontrol and Dealsuite enter partnership

The partnership combines Dealsuite's deal sourcing platform with Admincontrol's virtual data room

Harmonate partners with JTC

The partnership enables faster, accurate extraction of financial data for institutional fund and private wealth clients

LISTEN: InCloudCounsel’s Pospisil on private equity roots

In the first instalment of our mini podcast series, Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the company’s origins: what drove him to set up the firm and how it has developed over the past seven years.

Technology… and how it’s shaping the operating models of tomorrow

The pandemic has been a catalyst for digital transformation, but there are major challenges still to face

WATCH: The productivity puzzle: maintaining motivation and collaboration

Watch our recent webinar, exploring where private equity needs to go next when it comes to their technology infrastructure

Apex partners with RepRisk

The partnership enables Apex’s clients to access RepRisk analytics reports and case data on private companies via Apex’s ESG rating and advisory portal

4Pines selects Allvue

Allvue’s cloud-based platform enables 4Pines clients to streamline and manage their fund accounting

Profile: Ahmed Khamassi, Stirling Square Capital Partners

The head of data science discusses what attracted him to private equity, the main focuses of Stirling Square's innovation and sustainability team, as well as the challenges of digitisation

WATCH: Technology…and how it’s shaping the operating models of tomorrow

The pandemic has been a catalyst for digital transformation, but there are major challenges still to face

WATCH: No place like home: finding the right fund domicile

Predictability, reliability and quality are key components, according to our expert panel

Take back control

In a bid for more control, GPs have been asking fund administrators to work on their own systems, rather than the administrator's

AcordIQ launches carried interest tech module

The 'What-If' scenario analytics module provides systematic predictability and insights through the life cycle of the fund

ESG: From checkbox to value creation

Private equity firms have been dutifully integrating ESG reporting, but few use it as a genuine driver of value

Profile: John Eggleston, Pantheon

The chief technology officer discusses his approach to upgrading the firm’s IT infrastructure, the importance of cybersecurity awareness training and why you should always start with data during tech transformations

Backstop upgrades RMS

The enhanced multi-asset class research management system allows institutional investors to track research and DD across all asset classes

LISTEN: MUFG’s Mike Dickey on ESG reporting

Alice Murray talks to Mike Dickey, head of product at MUFG Investor Services, about the data flow of ESG information between GP and LP

Profile: Peter Finden Bamrud, Verdane

The head of analytics discusses joining PE straight out of uni, the biggest challenges the industry faces and the importance of harnessing data correctly

Private Equity Service Provider Awards: Shortlist Announced

Announcing the finalists for the 2020 Private Equity Service Provider Awards

Comment: PE & ESG… It’s time to look at your technology providers

George Ralph, managing director of RFA believes service providers are next in line for communicating their ESG credentials

WATCH: Data strategies for a digital world

Alice Murray speaks to eVestment’s Katey Bogue about how private capital funds are harnessing data to improve operations and performance

RFA launches managed data services

Cloud, cybersecurity and digital transformation specialist RFA has launched its managed data services platform

LISTEN: RFA’s George Ralph on data pt3

Our third and final instalment of The Drawdown’s conversation with RFA’s George Ralph looks as LP expectations when it comes to data management and ways to boost transparency.

Steadying the ship

Can a solid operating platform provide much needed certainty in an increasingly uncertain world?

MUFG selects Broadridge’s loan tracking tech

Partnership comes off the back of strong growth in the private debt, credit and direct lending market

Standish adopts Astrella

Standish Management will use Astrella's data to support LP reporting and communications, capital calls and distributions as well as partnership accounting

LISTEN: RFA’s George Ralph on data, pt1

This first instalment explores the nuances of developing data strategies, depending on the firm’s size, focus and willingness to to adopt new technologies

LP expert Graye joins forces with qashqade

LP expert and industry advocate Lorelei Graye joins qashqade’s executive advisory

eVestment partners with Assette for data integration project

The partnership aims to improve asset managers' data integration into client and sales communications

PODCAST: Stick or twist? How to manage on-going tech upgrades

Alice Murray speaks to MUFG's Danny Trentacosta about why now is a great time for GPs to revisit tech infrastructure upgrade projects put on hold by Covid-19

5 minutes with… René Kampschulte, Keytrack

The managing director talks about why he created the VC portfolio management software, the ultimate goal for the product and why he won’t rule out expanding to PE in the future