Reporting software
13 April 2021
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.”
9 April 2021
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.”
7 April 2021
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
7 April 2021
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.”
1 April 2021
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.”
1 April 2021
The Techwork
Private equity's digital transformation has undoubtedly been catalysed by events of the past year
30 March 2021
MUFG IS launches ESG reporting tool
The reporting tool initially uses RepRisk data and MUFG IS plans to add further data sources
29 March 2021
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
23 March 2021
Valutico explores ESG valuations
Valutico has received a €200,000 innovation grant from the Vienna Business Agency to support the project
18 March 2021
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
16 March 2021
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
12 March 2021
Allvue updates performance & portfolio monitoring solution
The platform provides an overview of accurate investment performance down to asset level
12 March 2021
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
8 March 2021
GCV launches new end-to-end SaaS
Quva was developed by GCV’s venture builder division G-Labs
18 February 2021
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"
12 February 2021
LemonTree and Reframe announce strategic partnership
The announcement follows two previous partnerships for LemonTree, with Steelbridge and Lionpoint
11 February 2021
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
4 February 2021
STRAIT partners with PFA
The partnership will develop STRAITView, a manager-facing dashboard solution that will sit on PFA Solutions’ FirmVew platform
25 January 2021
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
22 January 2021
Colmore launches Stride
Stride automates and enhances the collection, extraction and analysis of unstructured data
21 January 2021
Private Equity Service Provider Awards: Winners announced
Winners of the Private Equity Service Provider Awards revealed
18 January 2021
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
11 January 2021
The ESG tech wave
From static and infrequent DDQs to real-time, performance linked, fully integrated improvements; ESG is fast-becoming a tech play
4 January 2021
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
17 December 2020
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
16 December 2020
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
15 December 2020
Former SS&C ALPs execs launch TrustServe
The new fund administrator aims to challenge the sector by taking advantage of new technology.
14 December 2020
Class of 2020
A cross-section of industry practitioners share their greatest lessons of this year
14 December 2020
2020 in review: Full speed digital transformation
A look back at private equity firms and their digital transformations in 2020
9 December 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.
7 December 2020
Admincontrol and Dealsuite enter partnership
The partnership combines Dealsuite's deal sourcing platform with Admincontrol's virtual data room
4 December 2020
Harmonate partners with JTC
The partnership enables faster, accurate extraction of financial data for institutional fund and private wealth clients
2 December 2020
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.
26 November 2020
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
18 November 2020
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
18 November 2020
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
18 November 2020
4Pines selects Allvue
Allvue’s cloud-based platform enables 4Pines clients to streamline and manage their fund accounting
12 November 2020
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
20 October 2020
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
13 October 2020
WATCH: No place like home: finding the right fund domicile
Predictability, reliability and quality are key components, according to our expert panel
28 September 2020
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
15 September 2020
AcordIQ launches carried interest tech module
The 'What-If' scenario analytics module provides systematic predictability and insights through the life cycle of the fund
14 September 2020
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
7 September 2020
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
1 September 2020
Backstop upgrades RMS
The enhanced multi-asset class research management system allows institutional investors to track research and DD across all asset classes
28 August 2020
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
20 August 2020
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
10 August 2020
Private Equity Service Provider Awards: Shortlist Announced
Announcing the finalists for the 2020 Private Equity Service Provider Awards
10 August 2020
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
31 July 2020
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
30 July 2020
RFA launches managed data services
Cloud, cybersecurity and digital transformation specialist RFA has launched its managed data services platform
30 July 2020
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.
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
21 July 2020
MUFG selects Broadridge’s loan tracking tech
Partnership comes off the back of strong growth in the private debt, credit and direct lending market
15 July 2020
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
9 July 2020
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
9 July 2020
LP expert Graye joins forces with qashqade
LP expert and industry advocate Lorelei Graye joins qashqade’s executive advisory
30 June 2020
eVestment partners with Assette for data integration project
The partnership aims to improve asset managers' data integration into client and sales communications
29 June 2020
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
25 June 2020
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