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5 minutes with… Philipp Neidel and Joachim Mogck, partners at Orbit

Neidel (right) and Mogck (left) launched their boutique law firm to specifically focus on advising the product ‘fund’ and deploy technology to improve and accelerate services

Holland Mountain teams up with 73 Strings

Partnership aims to optimise GPs’ operating models

Arcesium launches investment lifecycle management platform

Product constitutes bid to support GPs with driving operational alpha by optimising middle- and back-office processes

Instinct Digital raises £5m Series A

Investor reporting platform to deploy funds to onboard new clients, strengthen partnerships and expand geographically

Allvue launches private debt platform

Company’s offering focuses on emerging managers

S&P launches Peer Comparables

The update will be incorporated into portfolio monitoring platform iLEVEL to enhance valuations comparisons between public and private companies

Blueflame AI receives $5m Series A

Funding came from undisclosed partners and was accompanied by contributions from the management team

ACE collaborates with Monite

Partnership to streamline fund capital account history

Bridgepoint to acquire Alpha FMC

The planned takeover deal is worth £626m

Blueflame AI partners with Encore Compliance

Gen AI-based platform has been enhanced to allow fund managers to review expert call surveillance and investment research compliance processes

Venture360 launches investor reporting tool

Tool transmits all relevant reports and KPIs to provide investors with on-demand access

Anduin launches investor data management

Tool should streamline processes and improve investor workflows

73 Strings appoints head of alternative asset solutions

Celine Bes joins the fintech firm from Goldman Sachs

Robin AI launches contracts report builder

Robin AI Reports automatically generates and reviews legal contract reports

MSCI launches gen AI investment risk modelling tools

AI Portfolio Insights and Macro Finance Analyzer are available via the firm’s tech platform MSCI ONE

EDCI trials private credit data

Funds to submit data before 31 July 2024

Passthrough partners with Entrilia

Partnership aims to automate the investor onboarding process

FundGuard teams up with ICE

Partnership to allow users to access ICE’s pricing and reference data through FundGuard

FIS launches climate risk financial modelling tool

SaaS offering to support clients with assessing, reducing and reporting risks tied to climate change

Intapp partners with Bite

Partnership aims to enhance investor management through integrated portal in DealCloud

Edda launches Hera AI

The Drawdown catches up with CEO and founder Clémént Aglietta post-launch to discuss the new tools

Vestberry closes on $1m in Series A

Fresh funds to fuel US expansion

Profile: Charles Rousset, Revaia

The CFO/COO shares milestones from the emerging manager’s journey and dives into operational due diligence and collaborating with one’s LPs

Top of the ops: Me, myself and AI

TOTO is back – and this time we put Gen AI risk management under the lens with John Frizelle, CTO at Sure Valley Ventures

Novata receives fresh funds

Repeat investors Hamilton Lane and S&P Global are joined by Motive Ventures; fresh capital to support platform development and geographical expansion

HSF launches ESG reporting tool

Law firm’s tool to analyse corporate structures and create reports including legal advice on reporting obligations

Anaplan acquires Fluence Technologies

Acquisition adds consolidation capabilities into connected planning platform

SimCorp launches integrated portfolio management platform

SimCorp One is the second part of the firm’s offering after Point Solutions, powered by Axioma

Operational Technology Report 2024

Our 2024 Operational Technology Report - with in-depth analyses of the latest tech state of play in midmarket PE, profiles of key operational leaders, and more - is now available to download.

How can technology streamline market processes for operational professionals?

Implementing and updating digital strategies not only enhances value creation but creates new sources of value, writes Beth Brearley

Freyda partners with Fencore

The data extraction specialist joins forces with the data management platform

Ocorian launches ESG reporting tool

The SFDR and SDR reporting tool is powered by technology from Treety

Chronograph launches Chrono AI

The tool will assists LPs with portfolio monitoring and analysis

Fundwave launches AI assistant

Users may extract information about their fund documentation within Fundwave’s software

Profile: Dorothea Sztopko, Golding Capital Partners

Heralds COOs as the agents of change, discusses their role in digital transformation and highlights the importance of communication

5 minutes with… John Rastrick, founder & CEO of Flotilla

Rastrick discusses the increasing importance of robust ESG data and need to focus more on outcomes than metrics

Clearwater acquires risk solutions from Wilshire Advisors

Wilshire’s Axiom, Atlas, Abacus and iQComposite will be incorporated into Clearwater’s risk and performance analytics platform

In Conversation: Solving for valuations with technology

Highlights from a recent breakfast event in London hosted by The Drawdown on importance of getting valuations right, not just for reporting purposes but also for value creation

Persefoni releases Scope 3 supply chain management software

Persefoni Pro enables portfolio companies to easily report GHG emissions

5 minutes with… Myles Milston, co-founder and CEO of Globacap

The co-founder and CEO discusses how the Globacap mission has evolved and grown since launch and assess the digital sophistication of private markets

FundGuard closes on $100m in Series C

Fresh funds to support product innovation and continued onboarding of new and existing customers

GPs express concerns over data management and coordination of third-party portfolio monitoring tools

Latest report from Acuity Knowledge Partners reveals issues with data management and extraction

Technology Report 2024

Welcome to the first instalment of the Technology Report, which shines a light on GPs at the cutting edge of tech adoption for front-office functions, and the providers powering that transformation

GPs ride the data wave

Demanding LPs and AI advancements have moved the dial on data. But what does a data strategy during a holding period look like? Xhulio Ismalaj reports

Going digital

Nicholas Neveling explores how GPs are harnessing big data and AI not only to boost portfolio company performance, but also to provide a competitive edge when it comes to sourcing and executing deals

Chronograph and Quantspark partner up

The two fintech companies aim to consolidate their GP and LP client base to improve portfolio monitoring and value creation processes

Atominvest partners with Greenly

Partnership to make Greenly’s carbon calculation platform accessible to Atominvest’s clients

Exchangelodge receives investment from Innovation Works

Fresh funds to broaden existing offering and accelerate global market penetration

Canoe Asset Data launches

The product, which is accompanied by its own app, allows users to extract and view asset-level data

SimCorp and State Street expand partnership in Germany

Collaboration to support State Street’s accounting, fund admin and data processing services in the local market

Allvue launches IRR tool

Company aims to support GPs with calculating IRR, tracking fund expenses and understanding hypothetical scenarios for their funds

Socium Fund Services partners with GRMA

Regulatory reporting software to be incorporated into US fund administrator’s compliance reporting platform

Atlas Metrics partners with Bunch

The partnership combines Bunch's investor portal with Atlas Metric's ESG reporting platform

Kroll launches two fraud solution tools

Risk Analytics Monitor and Managed Compliance Software use data analytics and AI technology to help automate risk management workflows

ACE Alternatives adopts Tactyc

Partnership offers fund and portfolio modelling without Excel spreadsheets

Alter Domus forms herd with T-Rex

Partnership to automate EU regulatory reporting for US-based credit firms

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

Apex expands ESG solutions

Fund administrator offers compliance, reporting and consulting services after its acquisition of MJ Hudson’s ESG advisory businesses

Euroclear and Goji launch private market funds solution

The tool harnesses Goji’s technology on Euroclear’s FundSettle platform

Rundit launches LP reporting solution

Company aims to offer automated reports that are web-based

Kroll launches portfolio management platform

Company aims to streamline workflow for front and middle office teams