Reporting software

LemonEdge partners with ROYC

The partnership aims to enhance ROYC’s management of closed-, open-ended and hybrid funds

Qashqade and Entrilia integrate

Qashqade waterfall calculations can run through Entrilia's fund accounting platform

ESG ratings providers to comply with transparency requirements

The European Commission and Parliament have reached a provisional agreement on how ESMA can supervise these entities

Deloitte partners with Workiva and Informatica

The collaboration integrates AI data management and cloud-based reporting into the advisory’s ESG compliance services

LeadingMile partners with Qashqade

The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring

What the AI?!... Tamarix Technologies

Founder of the data and analytics platform for LPs, Andrea Carnelli Dompé, discusses managing confidential information and AI hallucinations

LISTEN: Top of the ops: Operational utopia

The Drawdown team tackles the concept of a PE firm that entirely outsources the investment function

Ocorian partners up

Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji

Profile: Miguel Gutiérrez, Portobello Capital

The deputy COO discusses working life at the Spanish GP, from adopting new technologies to overseeing the Luxembourg office

CEPRES partners with LeadingMile Consulting

Partnership sees launch of AI integration within the CEPRES portfolio simulation and tracking tool

Alchelyst partners with Goji

Fund admin adopts fintech technology to help digitalise investor onboarding

The ops ‘n’ regs of wealth managers

Amid traditional LPs maxing out their allocations, PE looks to wealth managers to fill the gap – but they come with distinct requirements

Novata launches carbon navigator

Company’s new product aims to simplify carbon data management and reporting

Morningstar partners with iCapital

Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support

Gen II partners with Canoe

The collaboration aims to assist the fund administrator with automating fund document management

Apex launches new ESG brand

Holtara is a combined effort from Apex and MJ Hudson, providing data, reporting and advisory services

Comment: New year, new toolkit

Griff Norville of Hamilton Lane examines how private markets are embracing the next generation of tech

Dura acquires Satuit

Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry

Alter Domus launches ELTIF fund admin service

The added functionality supports the administration of private market open-ended funds and includes liquidity management support

Operational utopia

If operations professionals made all the decisions, what would the perfect PE firm look like?

Canoe partners with K1x

Fintech company pushes the boat out with additional tax document automation functionality

Voluntary ESG ratings code of conduct launches

ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers

TMF partners with Broadridge

Partnership sees TMF adopt Broadrige’s private debt and CLO management solution as company looks at launching CLO administration offering next year

Canoe and Deviate join forces

Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration

Confluence partners with Manaos on SFDR reporting

Confluence to provide ESG and disclosure templates through Manaos’s platform

LPs eyeing up AI

Key use cases identified include fund monitoring and competitor benchmarking

What DEI you mean?

Dynamo’s latest report on ESG reporting finds LPs and GPs have different expectations when it comes to DEI reporting

DealsPlus launches waterfall distribution model

Company uses cap table data to produce distribution waterfall, valuing instruments and shareholding in the portfolio

Kroll launches risk assessment tool

Offering includes portfolio monitoring and diligence, streamlined data collection and benchmarking

Carbon Accounting Alliance launches

Group of 35 organisations represents emissions of 24,000 companies

Profile: Martim Avillez, Limerston Capital

The COO and founding partner discusses setting up the firm’s operations, combining them with his investment duties and navigating difficult times

Lunate and BNY Mellon invest in Alpheya

Company to develop wealth management platform for wealth and asset managers

SimCorp launches investment analytics platform

Offering to be rolled out over multiple launches; performance analytics attribution marks commencement

SEI acquires National Pensions Trust

Companies cite consolidation as a driving force for an increasingly strong market position

Carta launches waterfall calculation tool

Company aims to support with LP reporting, M&A deal impact and equity value estimations

What the AI?!... Schroders Capital

Head of global venture investments Steven Yang delves into the machine learning toolset that the firm’s data team has developed during the last decade

Comply launches software and annual review service

Company aims to support chief compliance officers with growing regulatory demands

StepStone launches intelligence platform

Tool to provide research, reporting, portfolio optimisation and benchmarking across private markets

Novata expands ESG platform

The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements

Ad hoc portfolio reporting to be expected in the next three years

GPs and LPs are forecasting increased reporting functionalities within private markets, according to CSC’s latest report

Canoe has launched Canoe Pro

Offering to combine company’s tech solutions with specialised service provider support

Arch secures $20m

The funding aims to enhance the private investment management platform’s service offering, which includes tax document management, among other workflow solutions

Carta launches fund tax tool

Fund admin aims to support with fund accounting and taxation, real-time allocation calculations and draft K-1s for LPs

What the AI?!... Triton Partners

Head of technology Lyndon Arnold updates us on the firm’s outlook on AI and its potential use cases, as well as its ongoing implementation of the technology.

Cascata partners with 4Pines

Partnership is the latest instalment in a series as Cascata teams up with various fund administrators

Accelex secures $15m

The series-A funding round was led by FactSet

Clarity AI and Next Gate Tech join forces

Sustainability tech platform and fintech firm team up to automate sustainability data collection across portfolios

Amundi Technology partners with Accelex

The asset manager’s tech division will incorporate automated data extraction and document harvesting into its existing portfolio monitoring offering

Adepa adopts eFront

Luxembourg-based fund administrator is integrating investment software into its services

Citco updates online service

CitcoConnect to streamline capital-raising and subscription processes

Canoe Tax launches

Canoe Intelligence has expanded its product suite to include automated tax document management

EZOPS launches Pypeline

The solution is catered towards structuring data from financial institutions

What the AI?!... Sagard

Scott Wu, CTO at Sagard, reveals how the creation of Canopy has helped to evolve the firm’s deal-sourcing processes

Canoe consults on Canoe Asset Data

Launch of Canoe Data Innovation Hub has enabled a client-to-firm partnership for the development of Canoe Asset Data

A&M appoints generative AI practice head

Anil Kumar will be supported by consulting lead David McGraw and CTO Chaz Henry

Socium adopts Cascata

Fund admin aims to provide clients with carried interest, management fee and expense accounting services

Domos FS launches LP onboarding

Tool to provide smooth digital communications with prospective investors and ease monitoring burden for GPs and their service providers, says company

(De)generative AI

As AI technology develops, so do the associated risks

Zedra partners with Cascata

Partnership to deliver ‘smart waterfall calculation’ for clients

Kennek secures $12.5m

Seed funding round was led by HV Capital