Reporting software
8 August 2022
eFront partners with Clarity AI
The partnership will integrate Clarity AI’s platform into eFront, enabling GPs and LPs to generate sustainability data on alternative investment portfolios
8 August 2022
73 Strings partners with LemonEdge
The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules
28 July 2022
Depending on data
Key takeaways from The Drawdown’s most recent breakfast briefing event, which discussed how private equity professionals are defining their data strategies
22 July 2022
5 minutes with… Jeremy Katzeff, GoldenSource
“A lot of firms are still on the trajectory of being able to manage their data… Once they get past this point, it’s all about being able to use analytics to create various summaries using customisable drilldowns to produce readable, visually pleasing reports.”
21 July 2022
LemonEdge partners with Anduin
The partnership aims to digitise the entire investor journey end-to-end
14 July 2022
Profile: Bonnie Kraus, Crane Venture Partners
The COO discusses her career path to Crane, what PE could learn from VC as well as what’s in store for the firm in Q1 2023
6 July 2022
5 minutes with… Karim Ali, daappa
“We can foresee that with retail investors increasingly wanting to access this asset type, there will be more and more regulations. So compliance is a major area for us.”
24 June 2022
Eze partners with Untap
The strategic partnership aims to offer an integrated tech platform for PE built around Microsoft technology.
23 June 2022
ESG Book raises $35m series B
The new funding, led by Energy Impact Partners, will advance ESG Book’s next-generation technology
20 June 2022
Comment: Keep your head in the cloud to track ESG
To be good at ESG investing you need an exceptional ESG tracking system, which requires the power of the cloud, writes Ben Harrison of Intapp
20 June 2022
Apex launches portal for credit managers
Credit Data Lens provides real-time loan performance data and P&L calculations
16 June 2022
Valuations expected to drop
PE firms believe valuations will fall in the next six months
9 June 2022
Profile: Patrick Camenisch, Evoco Private Equity
The director of finance and operations discusses automating processes, fund administrator challenges, and why Evoco switched fund domicile from Jersey to Luxembourg
9 June 2022
Allvue partners with Preqin
The partnership provides Allvue clients access with Preqin data to support benchmarking exercises
27 May 2022
Acuity launches portfolio monitoring tool
The tool aims to streamline the process for PE and VC firms
25 May 2022
Broadridge launches ESG reporting solution
The solution aims to help ESG asset managers to manage their SFDR compliance
23 May 2022
Rising costs threatens tech adoption
GP survey respondents say increased overhead costs is the top challenge when it comes to adopting new technology
16 May 2022
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
12 May 2022
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
9 May 2022
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
5 May 2022
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
25 April 2022
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
25 April 2022
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
20 April 2022
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"
14 April 2022
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”
14 April 2022
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”
14 April 2022
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?
14 April 2022
LGL selects Allvue
LGL’s clients will have access to Allvue’s fund account solution and investor portal
13 April 2022
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
13 April 2022
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!”
13 April 2022
CTOs: Dealing with (unfair?) pressure
Alex Tyler and Ingolv Urnes of psKINETIC look at the challenges and successful coping strategies
12 April 2022
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.”
11 April 2022
mnAI acquires Regulation Technologies
The acquisition aims to enhance mnAI’s data insights offering
11 April 2022
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”
11 April 2022
InvestorFlow merges with Cloud Theory
The combined business has also secured a $30m series A investment from Ambina Partners
11 April 2022
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
8 April 2022
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"
7 April 2022
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.”
6 April 2022
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.”
5 April 2022
Techwork 2022: Marc Boullier, PAI Partners
“I want to digitalise deal sourcing, taking into consideration finance, ESG and procurement”
4 April 2022
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”
4 April 2022
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"
4 April 2022
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
1 April 2022
“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
1 April 2022
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"
30 March 2022
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
25 March 2022
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
17 March 2022
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
11 March 2022
5 minutes with… Derivative Path
Brett Morrell & Ciccy Yang discuss how the technology-focused business supports private equity risk management
3 March 2022
HSBC launches digital administration platform
The platform provides GPs and LPs with digital workflow and reporting solutions
1 March 2022
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
28 February 2022
Reporting frequency expected to increase
Intertrust’s latest survey found GPs expect to share information daily or weekly, or in real time
28 February 2022
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
25 February 2022
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
21 February 2022
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.
18 February 2022
Portfolio Advisors partners with Canoe and Exchangelodge
The partnership aims to automate data management processes for Portfolio Advisors’ private market investments
17 February 2022
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.”
16 February 2022
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
14 February 2022
ESG Enterprise partners with GaiaLens
The partnership enables both platforms to share insights, target prospects and provide client support across the US and Europe
14 February 2022
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.