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State Street acquires Mercatus

Acquisition connected to launch of front-to-back, full-suite investment management platform

The Drawdown Awards 2021: Finalists Announced

Thank you to everyone who entered, and a massive congratulations to all those that made the shortlist

Diligend and eVestment announce partnership

The agreement allows clients of both eVestment and Diligend to complete more of their due diligence process via one technology platform

Northern Trust launches ML document capture

The machine learning document capture tool marks the launch of a series of releases aimed at digitising alternative asset servicing

MJ Hudson acquires Clarus Risk

The fintech risk management and reporting automation specialist services alternative asset fund managers and investors

PE needs to spend more on data management

State Street's report found 70% of alternative asset managers said they need to spend more money on data management to handle increased pressures and demands

KPMG joins campaign for reporting taxonomy

KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)

Arcesium launches performance allocations product

PerformA is tailored for private equity, fund administrators and hedge funds

Accelex secures $5m

The funding round was co-led by Illuminate Financial and AlbionVC, both of which will join the firm’s board of directors

Profile: Sedef Köktentürk, Blue Horizon

The managing partner & COO discusses upgrading the impact investor's technology and processes, how the niche strategy impacts her role, and how being an Olympic athlete taught her the value of collaboration and cooperation to achieve goals

WATCH: What do LPs do with all the data?

A recent webinar discussion explored the way in which data is being communicated, how technology is helping both GPs and LPs, and what LPs are doing with all the information

The Techwork: Christopher Conradi, FSN Capital Partners

"Technology is personal - let people pick the phone they want, the laptop they want and the software tools they want."

HWM acquires Koger

The deal has been backed by Lovell Minnick Partners, a financial services and tech-focused PE firm

LISTEN: Do we even need standardisation? Episode 2

The second instalment of a recent podcast discussion examined industry body reporting efforts, and asked if standardised reporting is still necessary?

The Techwork: Simon Andersen, 3i

“Today, digitalisation is at the heart of 3i’s investment strategy and operating model."

The Techwork: Neil Patel, Apax Partners

“The key focus at present is improving agility, introducing and pioneering technology that allows the firm to work more efficiently as it grows.”

The Techwork: Peter Finden Bamrud, Verdane

"We are building a machine learning centre to enable portfolio companies that have progressed to more advanced levels of their data journey to harness their data to a much larger extent.”

The Techwork: Alex Mathers, Inflexion

“My job isn’t to take over from the management team, it’s to help them get to the right priorities and find the right people to help them.”

LISTEN: Do we even need standardisation? Episode 1

A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?

Finding a digital edge: how to approach digital transformation

George Ralph of RFA breaks down approaches to digital transformation within private equity operations, and highlights the importance of an effective data strategy

The Techwork: Mark Peacock, Nordic Capital Advisors

“We’ve taken a much more aggressive IT security stance, aided by the implementation of key preventative, detection and response technologies.”

The Techwork: John Eggleston, Pantheon

“Technology and data transformation are priorities for us to ensure successful growth, investment returns and customer service as a global investor.”

Holland Mountain partners with Canoe

The partnership enables Holland Mountain’s newly-upgraded ATLAS data platform to connect with Canoe’s technology, for mutual clients

ACA enhances regulatory tech platform

The upgrades have been driven by the evolving risk from Covid-19, as well as the continually developing regulatory environment

MUFG IS partners with MJ Hudson on ESG reporting tool

The solution allows data to be collected in an automated way, with an overlay of ESG expertise from analysts, while being tailored to private markets

The Techwork: Olof Hernell, EQT

"We decided to build our own operational platform that is totally scalable and future-proofed for what I think will be much higher demands in the future.”

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