A busy week for the sector, with several acquisitions and funding rounds announced alongside a steady stream of new AI-powered products and features. All the news this week, curated below.
NEW & UPDATED PRODUCTS
Carta has made its Investors, Cap Table and CRM plugins for Claude available to every Carta customer. The plugins bring equity and private capital data directly into the assistant, allowing teams to check deal positions and metrics such as NAV and TVPI without rebuilding reports. ↗
Juniper Square has launched Fay, an Admin Oversight Agent that runs more than 150 accuracy and consistency checks across statements, PCAPs and workbooks in an uploaded close pack. Errors are surfaced in minutes and linked back to source assets, with review time reported down by around 80%. ↗
Emblem has launched a PowerPoint add-in that generates decks from a firm’s own templates and links every slide back to its source. In a demonstration using a 235-file data room, the add-in produced an 80-slide deck in 35 minutes against a typical budget of around 100 hours. ↗
AngelList has introduced Link, an MCP server that lets GPs query fund data directly from Claude, ChatGPT or other AI tools. It covers capital call status, LP holdings across vehicles, valuation updates and daily financials from a single verified source. ↗
Decusoft has announced Compose Performance Management, a new module built natively into Compose. Goals, check-ins and reviews now sit on the same platform as compensation planning, removing the export and reconciliation step between HR and finance systems. ↗
Sevanta has launched Raven, an integrated AI assistant that answers questions and runs analysis on dealflow data, and can connect to other tools and platforms to carry out actions across them. ↗
DEAL ACTIVITY
Bloomberg has agreed to acquire Canoe Intelligence, which processes more than 1.5 million documents a month across 44,000+ funds for over 500 clients representing $11trn+ in assets under service. The deal follows the pair’s certified PORT Enterprise integration earlier this year. ↗
Vista Equity Partners has acquired trust and corporate services software provider Quantios from Hg and EQT Group. Close to 700 firms across six continents use Quantios, with adoption of Quantios Core and its agents continuing to accelerate. ↗
CAIS has announced a $170m Series D led by Vista Equity Partners, with participation from AllianceBernstein, funds managed by Blue Owl Capital, The Carlyle Group, Fortress Investment Group, Golub Capital, Lord Abbett and RBC. The round values the platform at over $2bn and takes total capital raised to nearly $600m. ↗
LemonEdge has raised $21m in Series A funding led by Blackstone, with BNY joining the round and continued support from Sidekick Partners. The platform consolidates fund accounting, operations, data, workflows and reporting into a single system of record for private markets firms. ↗
TA Associates has made a strategic growth investment in Oxane Partners, whose Platform x People model supports more than $1.4trn in client AUM across 100+ clients globally. The investment will fund technology and AI development and further international expansion across Private Credit+. ↗
PARTNERSHIPS & INTEGRATIONS
Ontra has announced a partnership with Intapp, linking relationship intelligence in Intapp DealCloud with Ontra’s NDA negotiation workflows. The aim is to connect the technology behind deal origination and early-stage agreements rather than running them in silos. ↗
bunch has partnered with Vestlane so that fund managers running funds on bunch will onboard investors through Vestlane’s digital journey, including ongoing KYC and AML. bunch handles review, investor communication, operational handling and master data management from that point on. ↗
OFFICE & PERSONNEL
Altus Group has appointed Katie Royce, CFA as Chief Financial Officer effective 3 August, succeeding Pawan Chhabra. Royce brings more than two decades across finance, investor relations, corporate strategy and enterprise transformation, with a track record scaling high-growth technology and platform companies. ↗
Addepar has announced Janeen France as Chief Client Officer, leading global client strategy and overseeing all client-facing engagement functions. She was previously Senior Vice President, Head of Go-To-Market Strategy and Operations at the firm. ↗
Evalueserve has appointed Sharad Sinha as Chief of Staff to the CEO. He brings more than 25 years across management consulting and cloud go-to-market strategy, most recently six years at Google Cloud leading industry solutions strategy, with earlier roles at AWS, Oracle, EY and Booz Allen Hamilton. ↗
Sonata One has established a Luxembourg presence with a dedicated local team, led by Managing Director Mark Coppin, as it works towards regulatory authorisation in the jurisdiction. The office supports managers raising capital in Europe through its global Investor Passport and platform. ↗
Allvue Systems has celebrated the grand opening of a new office in Krakow, with collaborative workspaces and dedicated areas for team gatherings, as the firm continues to grow its presence in the city. ↗
VENDOR RESEARCH & WHITEPAPERS
Oxane Partners‘ credit-exclusive Compass 2026 survey finds asset-based finance and specialty finance moving to a more central position as institutions seek diversification and new sources of risk-adjusted returns, alongside a growing need for asset-level transparency. ↗
