NEW & UPDATED PRODUCTS
Standard Metrics launches a closed beta for its new AI Analyst. Last June, Standard Metrics unveiled an early version of an AI-powered conversational interface for investors. Now, its portfolio-wide AI Analyst is available to a select group of users as part of a closed beta. The new AI Analyst is capable of analyzing trends, outliers, and performance across the entire portfolio, all in natural language. ↗
Grata’s Agentic Search is now available in the EU. Grata users in the EU now have access to: 1 – AI-curated results for discovery: Describe what you’re looking for — industries, deal themes, or company attributes and Grata will deliver relevant lists instantly. 2 – Guided exploration with agentic intelligence: Agentic Search suggests next steps — refining, expanding, or testing your hypotheses — like an analyst would. 3 – Integrated with Grata’s full market visibility: Switch seamlessly between agentic and traditional search. View company profiles, financials, and CRM integrations all in one place. ↗
Envestnet rolls out fourth quarter platform technology updates designed to deliver flexibility, customization, and efficiency for financial advisors. Key Envestnet platform updates of the Q4 release Include: 1 – Modernized Proposal Management: The new Investment Strategy Proposal document features a modern layout, improved usability, and enhanced customization options, replacing the original Investment Strategy Proposal document. Advisors can now tailor proposals to reflect their firm’s branding and meet evolving client expectations. 2 – Expanded Custom Content Capabilities: Advisors can customize the “Additional Information” section, adding firm-specific disclosures to PDFs, and access new user guides and templates for creating compliant branded content. 3 – Operational Safeguards and Efficiency: Automatic validation for Envestnet PMC models now prevents edits to holdings with pending corporate actions, reducing errors and delays. The enhanced manager shopping feature streamlines the management of securities during account and sleeve transitions, allowing managers to preserve portfolio integrity. 4 – Tax Management Insights: Advisors leveraging the Wealth Data Platform can now access tax management insights directly within the Proposal Strategy Modification workflow, enabling informed client decisions. 5 – Flexible Account Management: The account reconciliation widget can now be enabled independently, providing sponsors with a view of account status. Advisors can also schedule the release of protected cash in APM accounts, increasing flexibility and efficiency in trading. 6 – Model Continuity for UMA Accounts: Advisors and sponsors can specify alternate sleeves for unified managed account models when underlying portfolios close to new investors, ensuring seamless model continuity and operational efficiency. ↗
DEAL ACTIVITY
Scissero acquires the managed services team of Robin AI. Scissero, an AI-enabled legal services business, currently has around 85 staff, and they are taking on approximately 70 people from Robin AI’s services side. This brings the combined organization to more than 150 people – including lawyers, client-success managers, software developers, and AI engineers. The Robin AI tech group, including Robin’s CEO, Richard Robinson, will not be joining, but will help with the transition process. As part of the transaction, other members of Robin’s leadership team, including Olivia Vaughan (VP Legal) and Ryan Cattle (Global Head of Legal), will join Scissero. ↗
StepStone Group served as the sole lead investor in a $350 million single-asset continuation vehicle alongside Consonance Capital Partners for one of its portfolio companies. Consonance Capital Partners s a private equity manager focused on investing in the healthcare industry. ↗
PARTNERSHIPS & INTEGRATIONS
Golding Capital Partners extends partnership with Harvest by Dasseti to enhance sustainability data across its investment platform. Golding invests across infrastructure, private credit, private equity, secondaries and impact, combining multi-manager strategies with exposure to transaction-based and direct investments. Harvest now supports Golding through its suite of AI-powered tools that automate document extraction, map portfolio companies across ownership structures and validate data using agentic AI workflows. This reduces manual workloads, improves data quality, and increases coverage across underlying managers. It also helps institutional investors meet growing regulatory expectations while delivering transparency to their stakeholders. ↗
Curium Data Systems and LSEG form partnership for ESG data opportunities. Curium is a a UK-based data management technology company that works with local and global asset managers and owners across the entire data lifecycle. LSEG’s collaboration with Curium enables ease of configuration and access across injection, monitoring, quality, mastering, distribution and reporting of data. ↗
S&P Global forms multi-year strategic partnership with Google Cloud to accelerate its transformation across agentic innovation, data distribution and workflow automation. The partnership leverages Google Cloud’s data and AI capabilities to expand S&P Global’s ability to develop and deliver solutions and intelligence services to users worldwide, with two main objectives: 1 – Advancing data and agentic AI for customers: The partnership will advance S&P Global’s data distribution by unifying its proprietary data on BigQuery, Google Cloud’s data to AI platform. This streamlined data foundation will deliver AI-ready insights through BigQuery Data Sharing. S&P Global will also expand its agentic offerings on Gemini Enterprise, where users can interact with proprietary S&P Global data. 2 – Empowering S&P Global’s workforce with agentic capabilities: S&P Global will empower its workforce to increase productivity and efficiency with Gemini Enterprise, Google Cloud’s agentic platform, and other AI tools, as well as the development of data agents that integrate S&P Global data into client workflows. ↗
Acuity Analytics integrates its AI, Data and Digital Services with Snowflake’s AI Data Cloud. This integration provides clients with a scalable platform for data storage, integration, analytics, and secure sharing through Snowflake’s AI Data Cloud. It also strengthens Acuity’s data-engineering capabilities to accelerate transformation across banking, asset management, and private markets. ↗
LSEG forms new partnership with Databricks to bring LSEG’s financial data natively into the Databricks environment via Delta Sharing. Users can now access LSEG’s financial data in Databricks to accelerate analytics, AI applications, and agentic workflows across investment, trading, and risk management. Features of this collaboration include: 1 – Unified financial intelligence: By combining LSEG’s enterprise and market data with Databricks’ analytics platform, users can gain real-time insights to enhance portfolio management, forecasting, and client reporting. 2 – AI-ready data via Delta Sharing: By integrating LSEG’s AI-ready data with Databricks’ Delta Sharing, users can access live data across platforms without vendor lock-in and discover historical analytics on Databricks Marketplace. 3 – Agent Bricks for financial workflows: By pairing LSEG data with Databricks’ Agent Bricks, users can deploy AI agents in days, accelerating opportunity detection, risk analysis, forecasting, and compliance reporting. ↗
NEW CLIENTS
LLR Partners selects Chronograph to power its portfolio monitoring capabilities. LLR Partners is a lower middle market private equity firm focused on investing in software and tech-enabled companies. LLR Partners chose Chronograph for its data collection capabilities and its ability to strengthen LLR’s internal reporting. By providing Finance, Investment, and Value Creation teams with one platform for key metrics, Chronograph eliminates duplicative reconciliation work and improves coordination. ↗
OFFICE & PERSONNEL
Hugues Chabanis appointed Head of SimCorp Alternatives. Chabanis, who has been with SimCorp for ten years, will also become Chief Operating Officer of Domos by SimCorp, the organization SimCorp acquired in September 2025 while launching SimCorp Alternatives. He will report to Chief Revenue Officer Oliver Johnson. The newly formed SimCorp Alternatives extends the existing capabilities to also allow General Partners, fund administrators, AIFMs, Management Companies and depositories to automate operational processes, regulatory reporting and consolidate data for the entire lifecycle of their private equity, private debt, real estate and infrastructure investments on a fully integrated solution. During his tenure with SimCorp, Chabanis has led the development of the company’s native alternative investment features and oversaw front office transformation initiatives. Most recently, he served as SimCorp’s Head of Product Management for the Investment Product Line. He has also served on the board of Domos for the past four years. ↗
Intapp unveils three new leadership roles at the company. Chris Webb has started a new position at Intapp as VP & Head of Sales for EMEA. Webb joined Intapp in February 2021 as the Head of Account Management and has grown the team to help support its client base. Webb is also an Advisor to several early/mid-stage software companies in the PE space, like LemonEdge, Dealsplus, & Mosiac. Issy Briault will step up to lead the EMEA Account Management team. Briault has been the co-head of Intapp’s Account Management team since October 2023, leading Intapp’s Mid-Market team. Kate Vranken has started a new position as Head of Mid-Market Sales, Americas. Vranken joins from Charles River Development, where she has led the Account Management team since February 2021. ↗
James Penniman joins Charles River Development as Chief Revenue Officer. Until recently, Penniman was the Chief Revenue Officer at Volante Technologies. Prior to that, Penniman was the SVP, Head of Commercial Strategy & Client Management at S&P Market Intelligence Software Solutions and was at IHS Markit as Partner & SVP, Head of Commercial Strategy, for almost 12 years before it was acquired by S&P. ↗
SimCorp appoints Iyan Adewuya as Chief Product Officer . Adewuya is a product leader with more than two decades of experience in product strategy and innovation. He will be based in New York and report to Chief Product & Technology Officer Marc Schröter. Most recently, Adewuya served as Head of Product for Enterprise and Private Markets Solutions within S&P Global Market Intelligence. In this capacity, he led product strategy, design, and execution of products across Lending, Regulatory & Compliance, Capital Markets, Private Markets, and Enterprise Data Management solutions. Prior to joining S&P Global, Adewuya was Head of Product for Aladdin Portfolio Management & Compliance at BlackRock where he also led the Aladdin private markets strategic initiative. His career also includes 12 years at Bloomberg, where he made contributions across both research and product leadership roles. ↗
Palico welcomes Alexis du Fayet de la Tour as Head of Business Development, Europe. De la Tour brings extensive experience from PitchBook, where he helped shape renewal and account strategies across EMEA and APAC and led commercial teams supporting its investor base. As secondaries play a central role in liquidity management and portfolio construction, de la Tour will help accelerate Palico’s mission to make these transactions transparent and accessible. ↗
Guy Gresham joins SESAMm Advisory Board. Gresham, the former Group Head of Global Investor Relations Advisory at BNY, brings more than two decades of experience in global financial services, specializing in equity capital markets, investor relations, and sustainability. Originally from New Zealand and now based in New York, he has experience in regulatory compliance, ESG governance, and aligning global standards with business operations. His presence in North America will help strengthen SESAMm’s footprint in the US market. Currently, Gresham sits on the advisory committee of Sedex, a global supply-chain sustainability data platform, and serves as a non-executive director at Strategy&Ops, an international consultancy focused on sustainability and digital transformation. ↗
73 Strings welcomes Roland Le Franc as Director of Software Engineering. Le Franc will help 73 Strings expand its engineering team across the globe. With more than 20 years of engineering leadership at Amazon, Microsoft, and other technology companies, Le Franc brings experience e in embedded systems, digital security, voice AI, and platforms. Le Franc will be responsible for strengthening 73 Strings’ engineering foundations across QA, SRE, automation, and platform reliability. ↗
Grant Gwynne joins Carta to help expand its strategic expansion across ANZ. As the Regional Lead – VC/PE Corporations, Gwynne will be responsible for leading GTM efforts for Carta’s equity management platform across ANZ, helping private companies manage cap tables, valuations and more. ↗
iCapital opens up new international office at Abu Dhabi Global Market. This is iCapital’s first office in the Middle East, which will help accelerate its global expansion. ↗
VENDOR RESEARCH & WHITEPAPERS
Addepar has a new blog, “5 questions every executive should ask before adopting AI”. Addepar feels that before onboarding and investing in AI, executives should step back and ask five essential questions. This blog outlines those questions. ↗
Hyperscience has a new whitepaper, “Build versus Buy: Why buying a best of breed IDP platform is the best investment”. This analysis compares both approaches over a 5-year Total Cost of Ownership horizon, helping readers uncover the true costs and ROI behind each option: 1 – Build a custom platform leveraging tools and services from a hyperscaler (such as AWS, Google Cloud Platform, or Azure). 2 – Buy a customizable ML-native document processing platform, such as Hyperscience Hypercell. ↗
AWARDS
Oxane Partners wins ‘Most Innovative Third-Party Technology Vendor (AI & Machine Learning)’, at the American Financial Technology Awards 2025 by WatersTechnology. ↗
Nasdaq’s Legal, Risk, & Regulatory team just earned the award for “Most Innovative Legal Team” at the Financial Times Innovative Lawyers North America Awards. ↗
