Templates
25 June 2024
Blueflame AI receives $5m Series A
Funding came from undisclosed partners and was accompanied by contributions from the management team
21 June 2024
ESAs propose SFDR improvements
Suggestions include adopting a sustainability indicator, improving sustainability definitions and two simplified voluntary product categories
14 June 2024
Robin AI launches contracts report builder
Robin AI Reports automatically generates and reviews legal contract reports
23 May 2024
Manaos updates SDR reporting solution
Alternative asset managers can make use of the platform’s database of more than 20 ESG tech providers to help with impending SDR reporting
15 May 2024
SFDR complaints laid bare
The European Commission’s summary of feedback from its SFDR consultation reflects the PE industry’s ongoing perception of the disclosure regime
9 May 2024
Ocorian adds FinCrim module to AML compliance tool
The addition is incorporated into the fund admin’s onboarding tool The Gateway
16 April 2024
Chronograph launches Chrono AI
The tool will assists LPs with portfolio monitoring and analysis
11 April 2024
Impact intact?
How impact investment firms use in-house reporting tools to report back to LPs and the arguments for standardisation of reporting procedures
9 April 2024
Dasseti and Colmore form partnership
The combined forces aim to improve LP post-investment and ESG managed service data collection and reporting
2 April 2024
Persefoni releases Scope 3 supply chain management software
Persefoni Pro enables portfolio companies to easily report GHG emissions
15 March 2024
RobinAI integrates Claude 3
The AI legal chatbot has partnered with Anthropic since 2022
29 February 2024
FCA consults on open investigations
The UK regulator expects to publish more information on ongoing investigations, whether or not any breaches have been made
22 February 2024
Next stop – carried interest
Liquidity event delays are having an effect on waterfall calculation models
12 February 2024
Qashqade and Entrilia integrate
Qashqade waterfall calculations can run through Entrilia's fund accounting platform
12 February 2024
Carta and Merge combine
The partnership aims to enhance equity management processes
6 February 2024
LeadingMile partners with Qashqade
The partnership aims to increase European GP access to automated waterfall calculations and cap-table monitoring
2 February 2024
International Valuations Standards updated
The revised version includes ESG valuation considerations in additional chapters on data and inputs and valuation models
29 January 2024
Ocorian partners up
Recently announced partnerships include those with ESG reporting solution Treety and investor onboarding platform Goji
26 January 2024
Invest Europe updates investor reporting guidelines
The guidelines have been updated from 2018 to make reporting on fund and portfolio returns more streamlined
23 January 2024
Alchelyst partners with Goji
Fund admin adopts fintech technology to help digitalise investor onboarding
22 January 2024
Discovery gone digital
VC fund-of-funds AlphaQ has launched AQVC discovery platform, a digital hub connecting LPs, GPs and service providers
18 January 2024
Ecovadis adds Vitals to IQ Plus platform
Vitals is a questionnaire aimed at helping businesses manage supply chain sustainability risks
18 January 2024
Morningstar partners with iCapital
Advisor Workstation will be topped up with access to alternative assets, educational resources, reporting services and portfolio construction support
11 January 2024
Dura acquires Satuit
Satuit Technologies is a cloud-based CRM and investor portal for the asset management industry
9 January 2024
Infrared’s Sarah Gledhill joins Climate Asset Management
Gledhill joins the asset manager as COO
8 January 2024
Dear Irish AIFMs…
After the Central Bank of Ireland’s review of asset valuation processes, Irish AIFMs must make sure their governance models are up to scratch before the end of Q2 2024
21 December 2023
Canoe partners with K1x
Fintech company pushes the boat out with additional tax document automation functionality
19 December 2023
Voluntary ESG ratings code of conduct launches
ICMA and IRSG have launched the code to increase transparency in the services of ESG data providers
13 December 2023
Canoe and Deviate join forces
Fintech platform for alternative funds partners with consulting firm to assist family offices with tech integration
12 December 2023
Confluence partners with Manaos on SFDR reporting
Confluence to provide ESG and disclosure templates through Manaos’s platform
6 December 2023
ESAs add granularity to RTS
The draft technical standards have some suggested amendments, improving the detail of the disclosures made
28 November 2023
Carbon Accounting Alliance launches
Group of 35 organisations represents emissions of 24,000 companies
16 November 2023
Novata expands ESG platform
The technology has improved its SFDR tools to assist fund managers with data analysis and reporting requirements
15 November 2023
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
9 November 2023
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
7 November 2023
PE sustainability initiatives launch decarbonisation roadmap
The PMDR has been launched by the Initiative Climat International and the Sustainable Markets Initiative’s Private Equity Task Force, supported by Bain & Company
6 November 2023
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.
26 October 2023
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
20 October 2023
EZOPS launches Pypeline
The solution is catered towards structuring data from financial institutions
21 September 2023
Investment Association calls for EU reforms
Trade body highlights sustainability, new technologies and greater alignment on regulatory issues as areas of concern
13 September 2023
GPs find brand perception key reason for ESG reporting
A survey conducted by Oliver Wyman and Novata highlights challenges for measuring ESG financial impact
11 September 2023
Data constraints the biggest ESG integration hurdle
Some 71% of respondents to the BNP Paribas ESG Global Survey 2023 find lack of ESG data quality a major barrier to making more sustainable investments
17 July 2023
5 minutes with… Tim Andrews, IDR
Founder and CEO of the investor onboarding hub shares how its latest fund subscription service strengthens the platform
12 July 2023
Canoe partners with Lionpoint
The partnership will combine operational and technological solutions with consulting services
20 June 2023
ACA launches portfolio management solution
Managed Performance Services aims to assist fund managers with performance measurement and reporting features
13 June 2023
Novata expands ESG benchmarking offering
The service will encompass 50 universal and more than 200 sector-specific benchmarks
9 June 2023
What the AI?!... Accelex
How is AI transforming data extraction and analytics? We spoke to Accelex’s chief product officer Nicole Weder, and product director Boris Lavrov, to find out more
8 June 2023
The Drawdown Awards 2023: Winners announced
Congratulations to all of the winners of The Drawdown Awards 2023
5 June 2023
IQ-EQ partners with Novata
The partnership aims to incorporate Novata’s ESG data solution into IQ-EQ’s existing services
1 June 2023
What the AI?!... Canoe Intelligence
Our new AI series kicks off by exploring the burning questions with Aman Soni, VP of data strategy at Canoe Intelligence
23 May 2023
Accelex launches portfolio analytics platform
The platform aims to provide visibility and automated data analysis on portfolio funds, commitments and underlying assets
22 May 2023
Comment: Does SFDR encourage greenwashing?
Pinsent Masons financial services partner Mark Shaw asks the awkward question
18 May 2023
SFDR comPAIrisons
Clarity AI analysed differences in performance and strategies of 27,000 Article 6, 8 and 9 funds
16 May 2023
IIGCC publishes PE net-zero guidance
The industry-specific guidance aims to support GPs and LPs to achieve Paris-aligned net-zero objectives
15 May 2023
Harbourvest appoints head of client operations
Javier Rodriguez will manage the integration of the firm’s client experience, investment accounting, treasury, portfolio analytics and performance measurement teams
9 May 2023
In the name of science: how to set your emissions targets
Questions are arising about the various methodologies used to create net-zero targets
9 May 2023
Double standards?
We get to grips with what the International Valuations Standards Council has to offer the PE industry, and how it interacts with industry body IPEV
5 May 2023
Cority acquires Greenstone
Greenstone will form part of Cority’s sustainability cloud offering
18 April 2023
Dasseti launches RFP platform
Dasseti Engage automates RFP and DDQ processes through natural language processing and AI
6 April 2023
Chronograph hires four
Appointments include Abbas Khan as product owner for data extraction and Daniel Gruppo as client development manager
22 March 2023
GoldenSource launches investment book of record
The additional functionality was created in partnership with MAIA Technology
17 March 2023
CSSF updates SFDR FAQ
Luxembourg regulator adds three new questions to help clarify SFDR
15 March 2023
Apexanalytix acquires ESG Enterprise
The acquisition enhances ESG Enterprise’s capabilities while expanding its offering to a wider client base
27 February 2023
Rise of the robot lawyer
Robin AI secures $10.5m and partners with Anthropic to develop legal chatbot capabilities
20 February 2023
FCA addresses sustainability regulations ‘alphabet soup’
Regulator requests feedback on sustainability-related governance to help reform industry obligations
17 February 2023
Key ESG partners with EDCI
Software provider launches API integration with benchmark initiative
15 February 2023
AMF calls for more stringent SFDR regulations
French financial watchdog proposes the introduction of minimal environmental requirements
1 February 2023
PRI updates reporting framework
Following signatory feedback, changes aim to reduce duplication while increasing alignment with other private market modules and external regulatory standards
27 January 2023
Citco partners with Fenergo
Citco to integrate Fenergo’s client lifecycle management platform
26 January 2023
G for granularity
KEY ESG’s latest report suggests ESG reporting requires collection of more granular data
9 November 2022
Consortium of credit managers launches ESG disclosure template
The launch comes several months after companies and investors endorsed a statement calling for ESG standardisation
3 November 2022
Diversity becomes key metric in fundraising
LPs are increasingly factoring DEI into their capital allocations, says McKinsey
3 October 2022
Invest Europe releases new ESG reporting guidelines
New guidelines aim to be user friendly and include a voluntary reporting template
10 August 2022
Data analytics should be top priority for service providers
EY believes off the shelf solutions will no longer work to achieve GPs’ data requirements
8 August 2022
73 Strings partners with LemonEdge
The partnership aims to facilitate the flow of data between portfolio monitoring and accounting modules
2 August 2022
Keytrack’s former MD launches FundCFO
The new platform aims to support VC CFOs by providing them with tools and knowledge to set up and run a fund
20 June 2022
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
8 June 2022
LPs to start requesting SBTi adoption
New research reveals the majority of European LPs will soon be asking managers to adopt the Science-Based Targets initiative
12 April 2022
EU Commission publishes finalised RTS under SFDR
The Commission Delegated Regulation will come into force on 1 January 2023, when SFDR is expected to come into effect
18 January 2022
Invest Europe developing ESG reporting standards
The new standards are expected to be developed and established by summer 2022
4 January 2022
DiligenceVault adds ESG, D&I questionnaires
New questionnaires from The Asset Owner Diversity Charter and The ESG Data Convergence Project are now available
3 January 2022
Diligend secures additional investment
Fresh capital will see the due diligence platform expand its fund manager offering
9 December 2021
Majority of managers say greenwashing is a problem
Most managers support the FCA’s adoption of the TCFD reporting framework
29 November 2021
LPs prefer outsourcing
SS&C Intralinks' 2022 LP survey found that 38% of institutional investors surveyed prefer a manager to use a fund administrator
10 November 2021
ILPA publishes DDQ 2.0
The template features a streamlined structure, which aims to makes filling in the document smoother, and easier for LP reviews
6 July 2021
Lack of standardisation biggest threat to ESG
“Without one standardised framework for reporting standards, we will continue to see firms mixing and matching various guidelines, hindering long-term process in the area.”
17 June 2021
KPMG joins campaign for reporting taxonomy
KPMG UK has become a founding member of Private Capital Data Standards Alliance (PCDS Alliance – formerly ADS Initiative)
10 May 2021
In conversation: Do we even need standardisation?
A recent podcast discussion explored technological advances in data transmission, and asked if standardised reporting is still necessary?
4 May 2021
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
28 April 2021
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?
21 April 2021
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?
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
14 December 2020
Class of 2020
A cross-section of industry practitioners share their greatest lessons of this year
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.
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.
13 November 2020
UNPRI updates investor reporting framework
The new framework aims to create a shorter, more consistent structure, with more flexible and meaningful reporting outputs
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
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
24 August 2020
Comment: Navigating capital calls
Lydia Danon and Shelley Drenth of law firm Cooke, Young and Keidan, outline practical steps PE firms ought to be taking to mitigate potential capital call conflicts
3 August 2020
The Impact Investing Operating Principles: the power of independence
Audits and regulatory practices are vital for tracking cash, but where are the equivalents for environmental and social impacts?
23 July 2020
Steadying the ship
Can a solid operating platform provide much needed certainty in an increasingly uncertain world?
10 July 2020
ILPA updates model LPA
According to ILPA, updates have been made to improve transparency, governance and alignment of interests
25 June 2020
eVestment launches report building module
The Excel Report Builder enables GPs to recreate their clients’ report templates in the app by selecting the required data points and configurations
15 April 2020
Going back to your roots
Inefficient reporting methods continue to vex LPs. It’s time to go back to the source
2 August 2019
Standardisation: not the whole story
Aims to improve and create efficiencies for the reporting of fees and expenses are valiant but templates only tell part of the story
17 August 2018
Appetite mounts for standardised performance reporting
Compliance with GIPS rules can be factor in GP searches by consultants, survey shows
28 June 2018
5 minutes with… Jyoti Banerjee
Reporting expert discusses why PE needs an information architecture and a CIO to run it