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Reporting software

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

Novata launches SFDR reporting solution

The tool should allow portfolio companies to produce tailored SFDR reports

Gen II launches digital fund subscription solution

The new digital offering intends to automate and streamline fund subscriptions

Maples launches ESG fund services solutions

They aim to support fund managers and institutional investors with ESG and impact investing credentials

TDA 2022 Technology: CRM & Deal Origination winner: DealCloud by Intapp

Ben Harrison, president of financial services at DealCloud talks about the enhancements the team made to the platform in 2021, which impressed the judges

TDA 2022 Technology: Accounting & Reporting winner: Atominvest

The team detail the breadth of their offering which won the judges over

TDA 2022 Technology: Data winner: Canoe Intelligence

Toby Bailey, VP of sales, EMEA at Canoe explains how its AI and ML technical framework enable the platform to stand out from the competition

Data analytics should be top priority for service providers

EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements

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

73 Strings partners with LemonEdge

The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules

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

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.”

LemonEdge partners with Anduin

The partnership aims to digitise the entire investor journey end-to-end

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

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.”

Eze partners with Untap

The strategic partnership aims to offer an integrated tech platform for PE built around Microsoft technology.

ESG Book raises $35m series B

The new funding, led by Energy Impact Partners, will advance ESG Book’s next-generation technology

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

Apex launches portal for credit managers

Credit Data Lens provides real-time loan performance data and P&L calculations

Valuations expected to drop

PE firms believe valuations will fall in the next six months

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

Allvue partners with Preqin

The partnership provides Allvue clients access with Preqin data to support benchmarking exercises

Acuity launches portfolio monitoring tool

The tool aims to streamline the process for PE and VC firms

Broadridge launches ESG reporting solution

The solution aims to help ESG asset managers to manage their SFDR compliance

Rising costs threatens tech adoption

GP survey respondents say increased overhead costs is the top challenge when it comes to adopting new technology

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

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

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

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

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

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

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"

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”

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”