NEW & UPDATED PRODUCTS
Arcesium launches Arcesium Intelligence, an AI platform built for institutional investment firms. Embedded in Arcesium’s front-to-back operations platform and available for clients as an extension of their existing platform relationship, Arcesium Intelligence is designed to allow firms to deploy agentic AI across investment operations and data management workflows. Launching with a catalog of over 100 pre-configured agents and domain-specific skills, and powering operational, analytical, and data management workflows across the entire investment lifecycle, the platform provides a path to AI deployment. Arcesium Intelligence provides: 1 – A catalog of pre-configured agents. Each agent is built on a bias to determinism, eliminating live model risk for workflows where error tolerance is near zero. 2 – Agent Studio, a self-service development platform enabling users to create their own agents and applications using a suite of investment domain-specific capabilities and tools. 3 – A domain-aware orchestration layer to manage the agent lifecycle aligned to each firm’s needs. The layer offers full control over model selection, access, human oversight, auditability, and governance. ↗
Acuity Analytics launches Agent Fleet Pro, a new domain-led agentic AI platform. Agent Fleet Pro provides an agentic execution platform that enables AI across research, credit, risk, regulatory monitoring, operational and investment workflows. Agent Fleet Pro can be deployed flexibly, either embedded within a user’s environment or fully managed by Acuity Analytics with client oversight. It integrates with data platforms, large language models, and core client systems. ↗
Ontra launches new DDQ Solution to enhance investor diligence for private market firms. Ontra’s DDQ solution lets teams operate from a single source of truth and complete DDQs quickly and accurately. The result is consistent investor communications, fast turnaround, and a scalable way to handle questionnaire volume. Key capabilities include: 1 – Centralized precedent library: AI digitizes an answer bank using industry templates, DDQs, policy documents, and PPMs. 2 – AI-powered responses: AI identifies approved answers from precedent or generates a custom response for team review. 3 – Request workflow management: Assign questions, approve answers, and export completed questionnaires in the LP’s original format. 4 – Precedent search: Find, verify, and reuse answers to investor questions by searching a precedent library. ↗
Mantle launches Mantle Copilot. What can Mantle Copilot do? 1 – Copilot understands the order of operations for building a cap table. From incorporation docs to founder grants to closing a round, it guides users through each step without having to ask. 2 – Reads documents so users don’t have to decode them. Drop in a Certificate of Incorporation, offer letter, or closing binder. Copilot reads it, understands what it means for a cap table, and tells the user what to do with it. 3 – Copilot knows when something can’t happen yet, like processing a conversion before share classes exist. It flags the gap and tells the user how to fill it, before they’ve made an error. 4 – Copilot doesn’t just say what to do, it does it. Draft grants, process conversions, update charter history, prep board actions. It takes the step so users don’t have to navigate the platform to find it. 6 – Built for founders, not just cap table experts. Copilot meets users where they are, whether it’s the first hire or third round. ↗
Novata releases Risk Atlas to deliver AI-powered risk intelligence across portfolios and supply chains. Risk Atlas is a new AI-powered risk monitoring tool designed to help organizations identify, compare, and prioritize risks across portfolios and supply chains. Risk Atlas enables organizations to: 1 – Gain insight across multiple categories to identify where risk is concentrated or emerging, 2 – Compare risk across companies, sectors, and categories, 3 – Understand how multiple risks contribute to an entity’s overall exposure profile, 4 – Prioritize monitoring and engagement based on material exposure. Risk Atlas aims to continuously surface, structure, and refresh signals across five categories: reputational, cyber, geopolitical, physical climate, and transition risk. This gives investors and companies coverage, visibility into emerging risks, and a clear way to prioritize action across portfolios, suppliers, and private companies. Risk Atlas is designed to support the full investment lifecycle, from pre-investment screening to ongoing portfolio oversight. ↗
Vestlane launches AML Risk Dashboard. The AML Risk Dashboard is a current view of every LP’s AML and KYC status within a fund. With the AML Risk dashboard, users can screen results, risk classifications, document expiries, PEP and sanctions flags, all in one place. ↗
Addepar unveils enhanced AI and new data and workflow automation capabilities. These new features help firms unify data, surface investment intelligence and scale informed decision-making across global portfolios. These new enhancements are: 1 Updates to Addison, the platform’s native AI experience: Addison now includes expanded access to alternatives and private markets data, enhanced visualizations and additional partner integrations that help firms surface portfolio insights and identify emerging risks and opportunities across the investment lifecycle. 2 – Data and workflow automation powering firm-wide connectivity: Addepar introduced new connectivity capabilities for ADX including enhanced dashboards and new integration with Addison. New APIs and integrations with CRM, cloud data and business intelligence platforms help firms unify and govern data across their technology ecosystems. 2 – Improving visibility andp for private markets:
Addepar unveiled new functionality that gives firms visibility into private markets portfolios and the underlying drivers of risk, exposure and liquidity. This includes expanded private fund look-through capabilities that help investment teams analyze underlying holdings with transparency. Additional capabilities include pacing analysis workflows and capital activity dashboards that help firms monitor cash flows, improve portfolio oversight and optimize liquidity. 3 – Client experience enhancements modernizing engagement: Addepar also previewed new client experience capabilities designed to help investment professionals deliver personalized engagement at scale. Updates across client portals, reporting and mobile functionality — including expanded mobile experiences for iOS, extended mobile functionality for Android, secure messaging and enhanced client notifications. Expanded reporting capabilities, template libraries and integration with Addison’s AI capabilities improve transparency, consistency and the delivery of tailored portfolio insights. ↗
CWAN introduces the Clearwater GIC Marketplace, a digital platform for stable value GIC transactions. It connects fund managers and GIC issuers in a centralized environment that replaces the entire manual solicitation process with a single, unified workflow. For fund managers, the marketplace eliminates the friction need of coordinating across multiple counterparties. Managers can build bid specifications, including rates, WAM, and payout schedules, directly in the platform, select target issuers from a directory, and notify all selected issuers simultaneously. As responses come in, managers track bid progress in real time and compare offers side-by-side in standardized formats, enabling direct evaluation on rates, terms, and conditions. The GIC Marketplace is available now to all stable value fund managers and GIC issuers. ↗
DiligenceVault reveals new website. The updated website now includes: 1 – Source-direct data from a network of 20,000+ managers, now expanding to service providers, 2 – workflow automation, 3 – AI. ↗
Backstop updates platform with new Field Manager and enhanced Entity Views. Field Manager centralizes how fields are created, validated, and governed. Enhanced Entity Views make it easy to view and edit both standard and time series data. Together, these features simplify setup, improve consistency, and prepare teams for AI‑enabled workflows. Key enhancements include: 1 – Fields are now managed independently of layouts through a centralized Field Manager. 2 – A shared Field Template Library supports consistency across teams. 3 – Time series fields can be viewed and edited directly within Entity Views. 4 – Groups and Tabs improve entity views organization 5 – List management is quick with in‑place creation and editing. 6 – Granular validation across field types strengthens data governance. ↗
Persefoni launches Enhanced Dashboards, a native dashboard builder that allows users to create custom views of their emissions data, tailored to a specific question, audience, or reporting moment. Enhanced Dashboards gives users the tools to build, configure, and share their own views without leaving the platform. Users can create multiple dashboards, organize them into tabs, choose from a range of visualization types (tables, bar charts, pie charts, area charts, tree maps, and more), and configure filters at both the dashboard and individual visualization level. Once built, dashboards can be shared internally for presentations, reporting cycles, or ongoing monitoring. Core capabilities include: 1 – A drag-and-drop dashboard builder: Build dashboards visually, with no SQL or BI experience required. Drag visualization types into the canvas and configure each one independently. 2 – Dashboard-level and visualization-level filters: Set filters (reporting year, scope accounting method, organizational hierarchy) once, then layer additional filters onto individual visualizations to show a global view alongside a country-specific view on the same page. Multiple visualization types: Tables, bar charts, pie charts, area charts, tree maps, and more, so you can match the format to the question. 3 – Native to the Persefoni platform: Dashboards live in the Analyze section alongside the standard views and can be updated, duplicated, or reorganized at any time. 4 – A shared workspace for your team: Dashboards can be shared internally for presentations, reporting cycles, and ongoing monitoring, keeping everyone working from the same source of truth. ↗
Mosaic expands debt and capital structure analysis capabilities, with new functionality designed to improve sensitivity analysis and provide a comprehensive view of investment capital structures. What is new: 1 – Grouped Debt Tranches by Lien Type: Users can now classify debt tranches as first lien or second lien and run entry leverage sensitivities at the grouped tranche level. 2 – Leverage Tranche Interest Rate Sensitivities: Mosaic now supports sensitivity analysis for leverage tranche interest rates directly within the Sensitivity tab. 3 – Capitalization Table in Credit Mode: Credit Investor view now includes a capitalization table with debt tranches, sizing, pricing, fees, and equity investors for a single view of the full capital structure. ↗
OneTrust launches the AI Guard SDK that gives developers a way to inspect prompts and responses in real time and take action on sensitive data. AI Guard brings real-time data protection to GenAI applications. Powered by the OneTrust Data Discovery Classification System, AI Guard detects PII, credentials and other patterns in both user prompts and LLM responses. Users can use this SDK to redact, block, or monitor content before it ever leaves their environment. ↗
DEAL ACTIVITY
Bunch raises $35 million in Series B. The round was led by Portage, with Illuminate Financial also participating. Existing backers Motive Partners, Cherry Ventures, and Fintech Collective all returned, joined by a number of angel investors. The raise brings bunch’s total funding to over $58 million. The new capital will go to: 1 – Commercial expansion in Germany, the UK, and Luxembourg. 2 – Enhanced automation across core fund workflows, including capital calls, compliance, distributions, and reporting. 3 – Organizational growth to support a range of asset classes and jurisdictions over time. ↗
PARTNERSHIPS & INTEGRATIONS
FIS and InvestCloud partner together to launch FIS Digital Wealth Solutions. This new solution is designed to give advisors and their clients a streamlined experience and a complete financial picture across trust, advisory, and externally held accounts. Digital Wealth Solutions leverages InvestCloud’s Advisor Workspace and Client Experience capabilities and is integrated with FIS’s core processing platforms to provide a single connected environment spanning advisor tools, client-facing experiences, and AI capabilities. InvestCloud’s unified data model brings together client data, interactions, and portfolio activity to power agentic AI capabilities that help advisors surface insights and actions. ↗
Tracxn collaborates with Parallel Web Systems as a launch partner for new Index platform. Index is a platform created by Parallel Web Systems that tracks and monetizes how AI agents use proprietary data. Index includes a dashboard where site owners can understand the contribution their content makes to AI agents’ tasks. It also offers a platform for participating content owners to earn compensation tied to that use. By giving content owners visibility into agent use, Index is designed to support a sustainable open web where content can grow and adapt as AI-agent use expands. ↗
Datasite and Legora integrate to enhance AI-powered diligence across the deal lifecycle. This new strategic partnership enables deal teams to perform analysis on documents from Datasite’s data rooms directly in Legora, which can help reduce workflow friction. Through the integration, Datasite permissions automatically carry into Legora so only documents that a user is permissioned to see can be pulled into the Legora platform, resulting in an efficient workflow. Through this integration, Legora customers with access to Datasite data rooms will be able to: 1 – Select and open Datasite VDR files for analysis directly within Legora: Navigate Datasite folders directly in Legora and choose individual files, folders or document categories to inform due diligence, legal analysis and drafts. 2 – Run full data room analysis in Legora: Leverage Legora’s legal-specific AI across the data room to surface red flags, identify missing or inconsistent documents, use templates for drafts and triage diligence faster. This functionality will compress review cycles that have traditionally consumed weeks of the deal cycle. ↗
Daloopa forms new partnership with Rogo. This collaboration integrates Daloopa’s financial data directly into the workflows of users already leveraging Rogo. ↗
NEW CLIENTS
Pictet Asset Management selects SimCorp to simplify its trading and operations technology platform. This will support efficient trade execution and portfolio management across its investment teams. Pictet AM will now use the SimCorp One platform to reduce the number of core systems in place and establish a unified data layer. Pictet AM will leverage API connectivity to integrate SimCorp One’s capabilities with its in-house technology. The implementation will be live by December 2026. ↗
Arboris Capital selects ROYC to expand private markets capabilities on CapGain platform. Arboris Capital is a DIFC-based firm that arranges alternative investments. In its efforts to expand its private markets capabilities across the Middle East, Arboris has chosen to integrate ROYC’s fund access, sourcing, and structuring capabilities into CapGain. Through the partnership with ROYC, Arboris can expand the quality of investment opportunities available to clients, while strengthening its ability to source, structure, and distribute private market investments efficiently. ↗
M1 selects FIS to replace legacy infrastructure with real-time proxy voting. M1 has selected FIS Proxy Voting by Proxymity, part of the FIS Asset Servicing Management Suite, to help modernize their proxy voting process. This solution will bring M1 into the digital age by providing real-time, secure and transparent communication between issuers, intermediaries, and investors, while helping M1 meet its regulatory requirements. M1, a wealth management platform, will deploy FIS Proxy Voting by Proxymity, a cloud-based solution that streamlines the entire voting process. ↗
OFFICE & PERSONNEL
Moonfare appoints Chris Maule as Head of UK. Based in London, Maule will be responsible for accelerating Moonfare’s growth in the UK market among private investors and family offices. Maule brings more than fifteen years’ experience across private markets, alternatives and investor distribution. In his new role, Maule will be responsible for shaping and executing Moonfare’s UK strategy, cultivating investor relationships and continuing to develop and grow the UK investor relations team. Prior to joining Moonfare, Maule spent six years leading Connection Capital’s private client and family office distribution strategy. He oversaw fundraising across private equity, private debt and alternative fund strategies. ↗
Lemonedge appoints three new team members. Michael Green joins as Head of Customer Success, Rahul Kantesaria as VP of Product and Doran Smestad as Global Head of Engineering. Green, who is based in New York, will be focused on strengthening client relationships and helping users get more value from LemonEdge as their needs evolve. Kantesaria will be focused on helping future-proof the product, working across teams and with users to ensure that Lemonedge’s products reflect the real needs of the market. Smestad will be leading the global engineering team, and will help build a platform for private markets firms. ↗
Drawbridge welcomes Sean Porrello as VP, Solutions Engineer. Porrello joins Drawbridge with prior experience in cybersecurity and technology. Before recently joining Drawbridge, Porrello was a Senior Practitioner at Crosslake Technologies. ↗
ROYC welcomes Alexis du Fayet de la Tour, who joins the company as Director of Client Solutions. De la Tour brings 10 years of experience in financial markets, with a focus on private markets, client solutions and the private capital ecosystem. Before joining ROYC, de la Tour spent time at Palico as Head of Business Development – EMEA | APAC and at Pitchbook as Senior Strategy – EMEA | APAC Renewals. ↗
Courtney Burry joins Intapp as Vice President of Solutions Marketing. Burry joins Intapp with previous experience across enterprise technology marketing and go-to-market strategy. Before joining Intapp, Burry was the Vice President of Product, Partner and Customer Marketing at Amplitude. ↗
Drawbridge welcomes Rishi Kotecha as VP of European Sales. Kotecha brings prior experience across financial services, spanning strategy, operations and client engagement. Before joining Drawbridge in late 2025, Kotecha was Head of GP Segment at Aladdin/eFront. ↗
VENDOR RESEARCH & WHITEPAPERS
Intelligo has a new blog, “When Novelty Becomes an Asset Class: A Signal of How Alternative Investing is Evolving”. Intelligo feels that as alternative investments expand into new territory, the challenge is evaluation. Funds built around unconventional assets signals a shift towards specialized private markets where assumptions can’t replace verification. In this specialized environment, diligence becomes about clarity; understanding who’s involved, how set ups are organized, and where potential risk may surface. ↗
CAIS has a new article, “An Introduction to Dual Directional Notes”. In this article CAIS explains what dual directional notes are and how they work, along with benefits and risks involved. ↗
Dasseti has a new blog, “Due Diligence Data Centralization: What Changes When It All Connects”. In this blog, Dasseti goes over what centralized, connected due diligence data makes possible, including retrieval without assembly and continuity across cycles and team changes. ↗
AWARDS
SimCorp recognized as Asset Servicing Partnership of the Year with BBH Investor Services at the Global Custodian Leaders in Custody Awards. ↗
FundGuard wins the award for Innovation in Investment Accounting Infrastructure at Global Custodian’s Leaders in Custody awards 2026. ↗
