NEW & UPDATED PRODUCTS
Similarweb introduces AI Studio, a conversational AI solution. AI Studio combines the reasoning capabilities of advanced AI with Similarweb’s digital intelligence infrastructure: 100 million websites, 6 billion keywords, 4 million apps, 20 million companies, 660 million+ SKUs, and 37 months of historical data. AI Studio offers three modes, each designed to give users analytical capabilities. 1 – Chat: Instant intelligence: ask a question and get insights instantly. 2 – Deep Research: Strategic analysis: AI Studio conducts cross-dataset research in minutes. It synthesizes web traffic, search data, app intelligence, audience metrics and many other datasets into reports. 3 – AI Dashboards: Get visualizations that update automatically as your business evolves. Just describe what you want to monitor, and AI Studio builds the dashboard. AI Studio is now available to select Similarweb users. ↗
Kroll launches NavAI, a new AI‑powered assistant designed to enhance how professionals navigate cost of capital guidance inside the Cost of Capital Navigator. The Kroll Cost of Capital Navigator is a global cost of capital tool and data delivery platform. NavAI is designed to help professionals navigate cost of capital guidance with speed and clarity. Users can explore inputs and access relevant guidance without searching through multiple sections or documents. By combining Kroll’s data with AI capabilities, NavAI enhances decision‑making and elevates the overall user experience. ↗
Altss unveils the general availability of Institutional LP Coverage — expanding its dataset to 30,000+ institutional investors and family offices worldwide. The expansion extends Altss’s sub-30-day data verification standard — already applied across 9,000+ family offices — to pensions, endowments, foundations, insurance general accounts, sovereign wealth funds, consultants, OCIOs, fund-of-funds, and registered investment advisors with alternatives exposure. Every profile includes contacts, current mandate signals, and data fields with timestamps showing when each data point was last confirmed. ↗
Nasdaq launches new Private Capital Indexes, expanding Its Private Capital Solutions Platform. Built to help institutional investors and consultants benchmark performance, analyze exposures, and navigate private capital markets, the indexes introduce rules‑based rigor and consistent measurement to segments that have historically lacked reliable, objective standards. ↗
Alkymi introduces secure private cloud-based generative AI solution for global asset managers. This new private cloud environment is for integrating Large Language Models and AI agents into private markets workflows. Alkymi’s Secure Private Cloud provides end-to-end security across transparent model governance, role-based access controls, network policies, and data isolation. ↗
Standard Metrics launches new document storage system. The new document storage system is a place for users to organize, filter, and group the documents that they use and store on Standard Metrics. Core updates include: 1 – Standardized document types: Define documents from a dropdown of options (such as Balance Sheets or Board Decks) for quick identification and alignment across the firm. 2 – Custom labels: Create your own labels and label groups. 3 – Filtering by type and label. 4 – Search: Find any document by name via a quick lookup in the new search bar. Other updates include pagination in the document library for quick load times and navigation, color-coded label groups for visualization, and a “Documents” tab in Settings for a place for firms to create, edit, and organize their labels. ↗
FactSet introduces AI Doc Ingest for Cobalt to enhance portfolio company data collection for private capital managers. FactSet’s AI Doc Ingest for Cobalt allows users to upload raw source files and extract, validate, and publish structured data, regardless of file format or changing document structures. By harnessing AI technology that needs no client-side training, AI Doc Ingest adapts to evolving reporting formats, thereby removing hidden costs and reducing onboarding time. FactSet’s AI Doc Ingest leverages AI capabilities to extract data from PDFs, Excels, board decks, and other source files, then transforms it into a flexible data model within Cobalt’s Portfolio Monitoring platform. This workflow powers clients’ use of that data for reporting and analytics, valuations, and consumption through AI tools and workflows. With the addition of Doc Ingest capabilities, benefits are now available via FactSet’s Cobalt Portfolio Monitoring Platform: 1 – Reduction in manual effort: Alleviates repetitive data entry for deal teams and streamlines data sharing for portfolio companies. 2 – Data accuracy and transparency: AI-powered extraction minimizes human error; all extracted data is traceable back to its source document through audit trails, enabling validation and auditability. 3 – Accelerated reporting cycles: Enable fast LP, internal, and regulatory reporting. 4 – Built to scale and adapt: No model training required; adapts evolving document formats while preserving the details in portfolio company financial statements and KPIs. 5 – Integrated directly into Cobalt Workflow: Immediate mapping to company data models, ensuring that clients invest their time in analysis, not administration. AI Doc Ingest for Cobalt is available in beta to select clients in North America, with general release scheduled for March 2026. Rollout is planned for Europe in late spring 2026. ↗
Novata rolls out new updates to Carbon Navigator. These new features are now available: 1 – Guided onboarding, 2 – Improved activity search and reporting views, 3 – Multiple ways to upload energy data, 4 – Full Scope 1, 2 and 3 coverage. ↗
Atfinity’s new website is live. Atfinitiy’s new website can be found at: https://www.atfinity.swiss/ ↗
DEAL ACTIVITY
iCapital strategically acquires Passthrough. The acquisition enhances iCapital’s support of the LP onboarding process by extending fundraising across both private wealth and institutional channels, giving GPs a unified and scalable platform to onboard and service investors of any type, size, or strategy. With the acquisition of Passthrough, iCapital expands its onboarding solution and financial compliance infrastructure to support GPs, creating a spathway to capture institutional demand while also tapping into the growing allocations from wealth managers, resulting in a consistent client experience. Passthrough’s capabilities complement iCapital’s Identity Solutions, and the acquisition enables iCapital to enhance and tailor these tools to meet the reporting, operating, and compliance needs of LPs across the private markets landscape. ↗
Agama is now IQ-EQ. Agama, a regulatory compliance firm based in France and Luxembourg, has officially rebranded as IQ-EQ. The Agama team provides regulatory compliance, internal control and operations services to asset managers and funds across private equity, real estate and other asset classes. This rebrand, following the February 2025 acquisition, includes BELT Solutions, Agama’s RegTech SaaS platform. ↗
TEDCO invests in KnowledgeNet.ai to bridge the sales execution gap with AI-powered uutbound intelligence. TEDCO, Maryland’s economic engine for technology companies, announced a recent $500,000 Venture Funds investment in KnowledgeNet.ai. TEDCO’s evergreen Venture Funds are dedicated to funding and growing early-stage businesses in Maryland. ↗
fundcraft welcomes growth investment from Riverside Acceleration Capital. This investment supports fundcraft’s next phase of development as demand for fund operations continues to accelerate across European private markets. The investment by RAC is intended to support fundcraft’s expansion into a new fund domicile and to strengthen fundcraft’s continued investment in technology and AI deployment across its platform. ↗
PARTNERSHIPS & INTEGRATIONS
Blueflame AI collaborates with S&P Capital IQ for unified investment intelligence. By unifying Capital IQ’s datasets with internal and external data, Blueflame AI enables deal teams to unlock insights and accelerate decision-making. Blueflame AI’s integration with Capital IQ provides access to datasets that power investment workflows. The integration includes fundamentals, capital structure details, fconsensus estimates, transaction intelligence (M&A and PE/VC), corporate trees, people data, and private equity fund metrics. ↗
Acuity Analytics integrates PitchBook into AgentFleet. By combining PitchBook’s private markets data with Agent Fleet’s agents, Acuity Analytics enables investment teams to automate market screening, deal origination support, and comparative analysis. With PitchBook embedded directly into agent-led workflows, users can surface relevant companies and transactions on demand, generate structured analysis, and continuously monitor markets without switching tools or relying on manual processes. The integration is available to Agent Fleet clients from March 2026, and can be deployed alongside Acuity Analytics’ AI, data, and analytics solutions. ↗
Banco Itaú and iCapital expand partnership with new technology solution. iCapital Vault is a new solution designed to safeguard client information while enabling integrated investment processes. With this implementation, Banco Itaú becomes the first wealth management client to deploy the iCapital Vault, enabling its booking centers to utilize the entire iCapital end-to-end platform. The iCapital Vault is designed so that client-identifying data remains controlled within the Banco Itaú ecosystem. In addition to digitizing the client experience, Banco Itaú will continue to offer private markets investment funds managed by iCapital to its users. ↗
Mariner, a privately held financial services firm, implements Charles River Development’s Wealth Management Solution to streamline operations and support its long-term strategy. The goal of the implementation is to help Mariner operate efficiently across its current 2,080+ advisors while establishing a centralized technology foundation designed to support growth without adding operational complexity or disrupting the advisor or client experience. Mariner plans to leverage Charles River’s wealth technology to enhance portfolio management, advisor workflows, trading, custodial data integration, and enterprise data management. The solution is designed to improve operational efficiency, enhance consistency across the firm, and enable advisors to spend more time focused on client relationships. ↗
FactSet partners with Kepler Cheuvreux to deliver GenAI-activated AMR. Under this partnership, FactSet will integrate Kepler Cheuvreux’s Aftermarket Research into the FactSet platform. Kepler Cheuvreux’s research will complement FactSet’s existing AMR offering, which provides reports from more than 1,800 brokers globally. ↗
Intelligo forms strategic partnership with RANE (Risk Assistance Network + Exchange). RANE, a global risk intelligence company, and Intelligo can now offer users an integrated solution that enables organizations to make real-time risk assessments and strengthen decision-making. The partnership combines Intelligo’s AI-driven insights, expert analysis, and continuous monitoring with RANE’s global team of analysts and researchers. In addition to an expanded team of analysts, Intelligo will integrate a feed of RANE’s risk analysis content into its platform, broadening its AI-driven insights and expert analysis with geopolitical, security, cyber, regulatory, and compliance insights to help users identify risk and take strategic action. RANE clients will gain access to Intelligo’s due diligence platform for investment and client engagement decisions. Existing Intelligo users will gain access to RANE’s risk analysis. ↗
Keebeck Wealth Management collaborates with Arch. Moving forward, Keebeck’s tax documents and other fund-related materials can be accessed through Arch’s platform, including: fund correspondence, financial statements and partner capital statements. ↗
StepStone Group partners with Utmost, unlocking private market diversification and growth potential for UK investors. Utmost is a global provider of insurance-based wealth solutions. This partnership provides Utmost’s UK-based clients with access to StepStone’s entire suite of evergreen global private markets strategies across Private Equity, Venture Capital & Growth, Private Credit, and Private Infrastructure. Through this collaboration, UK investors will be able to diversify their portfolios and have the ability to improve their long-term financial outcomes. This will support their own goals while also supporting government-backed initiatives designed to encourage investment in unlisted equities and private markets. ↗
NEW CLIENTS
Dynamo welcomes a.s.r. real assets investment partners as a new client. The Netherlands-based investment firm will implement Dynamo’s suite of modules, including Research Management Software, Portfolio Management Software, Dynamo Data Automation, Investor Relations, and Investor Portal. This partnership important for a.s.r. real assets investment partners as they seek to modernize their technology stack. By adopting Dynamo’s integrated platform, the firm aims to streamline workflows across their real assets investment lifecycle. The selection of multiple modules demonstrates a commitment to unifying their data and processes into a single ecosystem, moving away from fragmented systems. The implementation of Dynamo’s unified platform is expected to strengthen data accuracy and reporting capabilities. The addition of the Investor Relations and Portal modules will enhance a.s.r.’s ability to communicate value and performance transparently to their stakeholders. ↗
KEY ESG welcomes FLEX Capital as a new client. Flex Capital is a private equity firm focused on supporting technology and software businesses to reach their next stage of growth. KEY ESG will support Flex Capital’s sustainability and risk management goals with its solutions. ↗
Balentic welcomes Tikehau Capital to the Orca platform. Tikehau Capital is a global alternative asset management group that operates across four main asset classes—credit, real assets, private equity, and capital markets strategies, as well as multi-asset and special opportunities strategies. ↗
OFFICE & PERSONNEL
OneTrust appoints John Heyman as CEO. Heyman succeeds Founder Kabir Barday, who will remain actively engaged in a strategic advisory role through his position on the Board of Directors. Heyman is an experienced technology CEO with a track record of building teams and customer experiences, helping organizations reach high growth potential, and driving strategic innovation. Heyman brings prior CEO experience from his tenures at Radiant Systems and Snap One. He guided both companies through growth and IPOs. ↗
Michael Basen reveals new role as Head of StavMarket at Stavtar Solutions. StavMarket is a vendor discovery and engagement platform integrated into the StavPay ecosystem. Before joining Stavtar, Basen was the Executive Vice President, Director of Alternative Funds Group at BankUnited. ↗
Rory Blazeby promoted to Managing Director of Global Growth at Sonata One. Blazeby will drive the expansion of Sonata One’s global network, overseeing new client acquisition, developing existing mandates, and building channel partnerships. He will also scale the commercial team across geographies and service lines, with a mandate to deliver a coordinated global growth strategy. With over a decade in asset management, Blazeby joined Sonata One in 2021 to establish the commercial function post spin-out. He has since led client-facing and operational teams, most recently overseeing client relationship management. ↗
Lantern appoints Paul Harrison as Product Consultant. Harrison rhas nearly three decades of private markets experience across the fund life-cycle covering operations, governance, and reporting. Throughout his career, he has worked closely with private equity and fund administration teams to navigate data environments, long reporting cycles, and the operational pressure that comes with them. In his role at Lantern, Harrison will work closely with the product, client and engineering teams to ensure the platform continues to reflect how private markets firms operate. ↗
Elizabeth Boyer joins GF Data as its new Subscription Marketing Manager. Boyer brings prior experience in subscription growth strategy, audience development, and brand positioning within the private markets space. ↗
Gavin Lee joins SS&C Technologies as Sales Director for Ireland. In this role, Lee will be working across SS&C’s Life & Pensions, Wealth Management and Funds service offerings, partnering with firms as they navigate ongoing change and deliver better outcomes for their clients. ↗
Sheeja Vengiyil promoted to Senior Director – People Business Partner at Accordion Partners. Vengiyil has been with Accordian for the last 3.5 years. ↗
Sam Tovey joins Holland Mountain as a new Senior Consultant. Tovey will be working with PE and advisory firms to improve deal execution through CRM and operating models. Before joining Holland Mountain, Tovey was a Implementation Manager at Intapp. ↗
VENDOR RESEARCH & WHITEPAPERS
FundGuard has a new blog “Build vs Buy for Investment Accounting”. This blog tackles a question that continues to challenge the industry: when should you build, buy or outsource components of your investment operations technology stack? ↗
GreenCo has a new blog, “Is AI Itself an ESG Issue?” GreenCo feels that over the past two years, AI has moved from an emerging technology to a boardroom buzzword. In this blog, GreenCo asks the question, “Should AI itself be treated as an ESG issue”? ↗
AWARDS
The Winners from the Private Equity Wire European Awards 2026 have been announced. Winners from PE Stack’s Vendor Profiles include:
Accounting & Fund Reporting Solution of the Year – LemonEdge
Compliance Service of the Year: Overall – Kroll
Data Management Solution of the Year – Arcesium
Data Provider of the Year: Credit – Allvue Systems
Data Provider of the Year: ESG – KEY ESG
Data Provider of the Year: Overall – Gain.pro
Fund Accounting & Reporting Software of the Year – Quantium
Fund Administrator of the Year: GP’s over $30billion – IQ-EQ
Investor Relations Technology of the Year – Domos FS
Managed Service Provider of the Year – AssetMetrix GmbH
New Product/Service of the Year – Chronograph
New Solution Provider of the Year – Goji, Euroclear group
Portfolio Management Service of the Year – 73 Strings
Ratings Provider of the Year – S&P Global Ratings
Regulatory & Compliance Firm of the Year – Kroll
Research Solution of the Year – Bipsync
Risk Management Software Provider of the Year – Validus Risk Management
Secure Work-flow Management Provider of the Year – Kelp
Solution Provider of the Year: AI & Data Analytics for Deal Sourcing – Grata
Solution Provider of the Year: ESG – Novata
Solution Provider of the Year: ODD – Dasseti
Technology Innovation of the Year: AI – Blueflame AI
Technology Innovation of the Year: Client Services – Atominvest Software Ltd
Technology Innovation of the Year: Firm Operations – Titanbay
Technology Innovation of the Year: Overall – PortF
Valuation Service of the Year – Oxane Partners
Congratulations to all the Winners. ↗
FundGuard named Technology Innovation Award Winner at the 2026 With Intelligence Mutual Fund & ETF Awards. ↗
