NEW & UPDATED PRODUCTS
Navatar has combined Claude and Salesforce to power a live AI deal engine for private equity and M&A teams, automating deal workflows on its existing CRM infrastructure. ↗
Juniper Square has launched Capital Intelligence, a new investor-CRM feature built on Nasdaq eVestment Market Lens that surfaces over 30,000 institutional firms and their mandates for GPs raising capital. ↗
Infrrd has launched IDP Forge, a developer-first, self-serve API that lets teams build custom data-extraction models without onboarding delays or stitching together multiple tools. ↗
DEAL ACTIVITY
73 Strings has acquired AI valuation start-up Callisto, whose founders join as Co-Heads of AI Product, bringing agent-based AI and portfolio simulation capabilities into its valuation, extraction and monitoring platforms. ↗
PARTNERSHIPS & INTEGRATIONS
CB Insights has partnered with Model ML so its private company ratings and intelligence can be accessed directly inside analyst workflows through a new MCP server, available now to joint subscribers. ↗
Daloopa now integrates with Model ML via MCP, bringing verified financial data that links back to original filings directly into diligence and pitch-deck workflows. ↗
Tracxn has brought its private market intelligence, including funding rounds, investor portfolios and company profiles, inside Google Gemini through the Model Context Protocol. ↗
AlphaSense now integrates with Snowflake, letting joint customers bring governed internal data into AlphaSense alongside its market intelligence content for AI-assisted analysis. ↗
Affinity now integrated with V7 Go, automatically populating deal records from screening, DDQ and data-room documents, with each field citing its source page. ↗
Vestberry now integrates with the Attio CRM, automatically matching portfolio companies across both platforms and pulling CRM notes alongside KPI and investment data. ↗
Attio has added native integrations with Resend for email and newsletter sending and ClickUp for project and task creation, alongside AI-generated call summaries from Aircall. ↗
Evalueserve has partnered with Databricks to build data-engineering accelerators on the Databricks platform, including private credit intelligence and data-quality tooling for financial services clients. ↗
NEW CLIENTS
Intapp DealCloud has been selected by Forvis Mazars Capital, paired with its Celeste AI agent, to advance the firm’s agentic AI strategy. ↗
Chronograph has been selected by Nautic Partners to power its portfolio monitoring capabilities, valuations and reporting, and connecting the firm’s portfolio data to newer AI-based tools. ↗
OFFICE & PERSONNEL
Similarweb has appointed Michael Akkerman, formerly of data.ai, Uber and Pinterest, as its next Chief Executive Officer ↗
Broadridge has appointed Boaz Lahovitsky, who brings over 20 years of advisory and platform experience, as President of Wealth Management to lead the next phase of growth for the business. ↗
Anaplan has appointed Jared Coyle as Executive Vice President, AI, to lead its AI Center of Excellence and scale agentic AI across the platform. ↗
Addepar has opened a new office in Warsaw, its fourth in Europe, to support EU data residency needs and continued regional growth, with close to 300 staff now across EMEA ↗
VENDOR RESEARCH & WHITEPAPERS
FINTRX tracked 112 family office transactions across 99 companies in August, finding close to one in three deals involved AI, the highest concentration so far this year. ↗
Bipsync and Addepar surveyed 54 institutional asset owners, managing over $3 trillion combined, finding firms still facing governance, trust and data-access hurdles in adopting AI. ↗
AWARDS
Canoe Intelligence won Best Operational Analytics Solution at the FTF News Technology Innovation Awards 2026, recognising its work on alternative data collection and extraction. ↗
