NEW & UPDATED PRODUCTS
Altvia launches Investor Engagement Manager, an AI-native investor relations and fundraising solution that tracks changes across LP relationships and recommends next steps with source citations. ↗
Taghash launches Taghash Brain, an AI agent that lets fund teams query deals, portfolios and investor records and build live dashboards through conversation. ↗
Standard Metrics adds document search to its AI Analyst, pulling context from board decks, investor updates and financials with page-level citations. ↗
Vestberry launches customisable portfolio company dashboards, letting funds resize widgets or build their own. ↗
SUBSCRIBE launches a Transfers module that completes custom transfer forms from the Investor Passport and routes them for signature. ↗
Lighthouse launches Sequencer, which runs multi-step email and social outreach from inside the CRM and logs every reply and outcome on the record. ↗
DiligenceVault introduces DiligenceVault MCP, giving enterprise AI tools read-only access to relationships, DDQs and RFIs within existing permissions. ↗
DEAL ACTIVITY
LSEG to acquire Octus for $3.535 billion in cash, creating a leader across public and private credit solutions. ↗
PARTNERSHIPS & INTEGRATIONS
Datasite partners with Hebbia so approved dealmakers can analyse live, permissioned data room content inside Hebbia with source citations. ↗
Allvue partners with Versana to bring agent loan data into Allvue Investment Accounting for CLO managers. ↗
Palico names DMX Partners a preferred legal partner for sellers on its LP secondaries platform. ↗
FactSet partners with Nasdaq Private Market to bring private company cap table data into FactSet Workstation. ↗
Canoe Intelligence partners with Landytech to deliver structured alternatives data into Sesame, Landytech’s system of record for family offices. ↗
PitchBook makes its Data Premium Connector live in Harvey, giving legal teams financing history, terms and cap table details for precedent deals. ↗
Beauhurst launches an MCP connector for Claude, giving customers natural-language access to its company data. ↗
Harmonic joins Model ML’s partnership network, giving Model ML users MCP access to search and enrich companies, people and investors. ↗
Treble Peak provides the infrastructure behind the LSEG Treble Peak Private Funds Platform, giving investors a smoother route into private markets. ↗
NEW CLIENTS
Chronograph selected by Agathos Management to power portfolio monitoring, including data collection, valuations and reporting. ↗
Capsa begins working with Touring Capital as the firm builds AI into its private capital workflows. ↗
OFFICE & PERSONNEL
Ontra appoints Elsie Russell Brown as Chief Product Officer, based in its new New York office. ↗
VENDOR RESEARCH & WHITEPAPERS
Preqin reports mean headline buyout management fees fell for a fifth consecutive year to a record-low 1.65% for 2026-vintage funds, while direct lending fees reached a 10-year high of 1.50%. ↗
AWARDS
CAIS named Technology/Solutions Provider of the Year for Technology Integration at the 2026 Money Management Institute and Barron’s Industry Awards. ↗
Canoe Intelligence wins Best Innovation in Alternative Investments and Private Markets at the 2026 Datos Insights Impact Awards for its Bloomberg PORT Enterprise integration. ↗
