WEEKLY NEWS – WEEK OF 2/23/2026

NEW & UPDATED PRODUCTS

Bloomberg introduces ASKB, a new conversational AI interface, now in beta, that enhances how investors discover, analyze, and act on information using the Bloomberg Terminal. ASKB is designed to help clients unlock more value from their Bloomberg Anywhere subscriptions, by accelerating research and insight generation. With ASKB, users can use everyday language to tap into Bloomberg’s universe of structured data and unstructured documents, news, research, and analytics. Features of ASKB include: 1 – Conversational AI – Ask and refine questions in natural language and get summaries of documents. 2 – ASKB Workflows – Accelerate research by assembling data, news, research, and analytics into structured outputs. 3 – Enhanced coverage – Explore documents, news, cross-asset and alternative datasets, and analytics simultaneously. 4 – Data visualization – Create charts and tables with annotations highlighting events and insights. 5 – Data analysis – Generate Bloomberg Query Language code for analysis in Excel or BQuant. 6 – Community & collaboration – Connect via Instant Bloomberg with analysts behind the research. 7 – Expanded document analysis – Users can generate insights by providing their own documents (e.g., PDF, Word, etc.) to ASKB so they can be analyzed alongside Bloomberg’s data and content. 8 – Help, built in: Learn relevant Bloomberg Terminal functionality in context. 9 – Access on the go – Use ASKB and Workflow Library via the Bloomberg Professional app on Apple and Android devices. ↗

Dakota now covers European institutional mandates. Dakota Marketplace now tracks institutional searches, RFPs, allocation decisions, and documents across European markets. Pension fund reviews, committee papers, active mandates, named decision-makers are searchable and updated daily. The updated coverage spans the UK, EU, and Nordics and includes: 1 – Live searches and RFPs — from EU and UK procurement portals, pension fund tender notices across France, Italy, Sweden, Luxembourg, and more. 2 – Pipeline signals — early indicators from committee papers, press releases, and governance reviews that an institution is preparing to allocate, before a formal search begins. 3 – Completed mandates — who was appointed, for what strategy, and by which institution. 4 – Public investment records — which institutions have allocated to which managers, drawn from annual reports, transparency disclosures, and freedom of information requests. 5 – Performance and review documents — quarterly committee papers, fund reviews, and investment assessments. ↗

Carta introduces Carta 401(k), a streamlined retirement solution for high-growth businesses and their employees. The Carta 401(k) combines Carta’s equity management and private market experience with Morgan Stanley’s retirement investment lineup selection and oversight, and Vestwell’s recordkeeping. The Carta 401(k) bridges the gap between traditional retirement savings and the salary and equity plans startups use to attract and retain talent. It’s a modern retirement savings plan for employees and founders, and a digital-first experience that means less administrative burden for startups. Carta 401(k) powered by Vestwell and Morgan Stanley features: 1 – Streamlined digital integration within the Carta ecosystem: Carta users will have direct access to a digital-first retirement platform that integrates with more than 190 payroll systems, automating contributions and helping make 401(k) administration simple. 2 – Performance-driven investment portfolios from Morgan Stanley: Carta customers gain access to investment portfolios curated and managed by Morgan Stanley, helping ensure early-stage startups have a comparable level of financial advisory expertise and fund selection as public corporations. 3 – Competitive pricing and tax credit optimization: Companies can take advantage of a transparent fee structure designed for scaling—with no hidden AUM penalties—while helping maximize SECURE 2.0 tax credits that can offset setup and administration costs for up to three years. Employees may also benefit from competitive pricing for their investments. 3 – Fiduciary support and administrative relief: Through Vestwell 3(16) fiduciary support, the partnership helps offload the administrative liability and compliance tasks from the company, making 401(k) management more “hands-off” for HR and finance teams. ↗

Blueflame AI unveils February 2026 product updates with mobile app, agentic content creation and enhanced sourcing with Grata. These platform enhancements are: 1 – Blueflame AI mobile app for iPhone and Android: Blueflame AI expands its platform with a fully native mobile app that brings AI-powered investment analysis to iPhone and Android devices. This release enables investment professionals to stay productive and make data-driven decisions on the go, with the same capabilities available on a desktop. 2 – Agentic content and model creation capabilities – Blueflame Labs users can now generate slide decks, spreadsheets, and documents formatted for financial services use cases, all within a single, agentic workflow. General availability for Blueflame AI’s agentic content creation tools will be rolling out soon. 3 – Grata integration enhanced with context-aware deal sourcing. Key capabilities include: Multi-turn workflows. Moves to a stateful model where users can iterate results without restating the company name or original criteria. ↗

ROYC introduces platform updates that standardize internal workflows and clarifies ownership across key processes. These recent enhancements are: 1 – Standardized procedures across departments, 2 – Clear ownership for processes, 3 – Structured documentation and traceability, 4 – Strong cross-functional alignment. These refinements enhance predictability, transparency, and scalability as ROYC continues to grow. ↗

CB Insights unveils platform updates from February that help users uncover competitor strategy and act on it. These new features are: 1 – Business Relationship Search that reveals company strategy through relationships and 2 – Custom Notes in Watchlists to capture your team’s perspective. The Business Relationships dataset maps partnerships, customers, and vendors across private and public companies. Business Relationship data is also available via CB Insights’ Data Solutions for direct integration into internal systems. Additionally, Watchlists were rebuilt last month as shared workspaces for analyzing portfolios, competitors, or any group of companies created. Now, with Custom Notes, they give your team a place to capture judgment and workflow context directly inside each Watchlist. Add thesis, ownership, diligence notes, and next steps alongside company data and analysis. Watchlists bring company analysis, monitoring, and team coordination into one place. ↗

Dakota rolls out new feature in Dakota Marketplace. Users can now see the local time for every account page in the platform. When planning outreach across metro areas and time zones, this removes the guesswork. Just head to a metro area (London, NYC, etc.), open an account, and users will see the current local time, date, time zone, and location displayed on the right-hand side. This new feature helps with coordinating city scheduling and reaching out to new accounts. ↗

Attio updates platform to keep contracts, decks, and documents where they belong. With this update, the files tab is now available on all object types, including deals and custom objects. ↗

SimCorp introduces the Axioma Factor Library Suite, giving hedge funds, systematic investors, and asset managers access to proprietary research on equity factors and macro exposures for portfolio construction. The suite brings together an array of fundamental, technical, and macroeconomic factors into a unified data resource, offering hedge funds, systematic investors, and asset managers a flexible signal universe to accelerate the development of customized strategies. The Axioma Factor Library Suite provides quantitative portfolio managers and risk teams with access to a dataset of style, macro, and cross-asset factors. This allows them to discover new sources of alpha, better understand risk, and integrate factor intelligence into existing research pipelines to construct differentiated portfolios. The factors are delivered daily via Axioma Risk Model Machine, which allows users to create and customize risk models tailored to specific investment strategies, or via Snowflake. ↗

OneTrust rolls out its Winter 2026 release, which introduces AI-powered capabilities that automate manual reviews, embed governance into platforms, and turn program data into insight. These enhanced features are: 1 – OneTrust Copilot conversational analytics enables teams to evaluate risk and identify next steps using their own program data. 2 – AI Inventory Analysis reduces manual effort and improves consistency across recurring risk assessments. OneTrust analyzes prior assessments tied to the same processing activity, asset, or vendor and auto-generates responses for reassessments—flagging AI-completed fields for review, validation, and audit traceability. 3 – OneTrust now detects AI agents deployed in AWS Bedrock, Azure Foundry, and Google Vertex, centralizing models, decisions, outputs, and associated risks within the AI inventory. 4 – OneTrust AI Evidence Analysis updates validation criteria, scans evidence types—including PDFs, images, Excel, and text files—and delivers a validation score with justification, identified gaps, and remediation guidance. 5 – In the Winter ’26 release, OneTrust strengthens its Trust Center as the centralized experience for consent, preferences, and privacy requests—replacing legacy portals with an accessible foundation. With configurability and streamlined deployment, teams can deliver transparent experiences while maintaining governance alignment. ↗

DEAL ACTIVITY

iAltA Holdings acquires Delio. iAltA is a private markets infrastructure company that builds platforms that unify fragmented workflows, elevate transparency, and empower market participants throughout the investment lifecycle. The Delio acquisition is the third for iAltA’s Private Markets vertical. Last year, iAltA acquired Verivend and Betterfront. ↗

Hypercore raises $13.5M Series A to launch AI Admin Agent for private credit. The investment will fuel the launch of Hypercore’s AI Admin Agent, a new category of loan servicing that combines Hypercore’s loan management technology with AI agents to deliver end-to-end operational infrastructure for private credit funds. This funding round was led by Insight Partners. With Insight’s investment, Hagi Schwartz, Managing Director at Insight Partners, will join Hypercore’s board of directors. Insight Partners brings experience in vertical software, artificial intelligence, and fintech. Beyond capital, Insight will provide operational support in areas including product development, go-to-market strategy, and scaling operations. ↗

PARTNERSHIPS & INTEGRATIONS

Arch and Bipsync integrate for investor document automation. This integration targets institutional allocators who need consistent reporting, reliable workflows and accessible investment data. Bisync’s partnership with Arch minimizes manual work and ensures that investment teams no longer need to hope information is flowing properly across investment platforms. With Arch data embedded directly into Bipsync’s workflows, teams can contextualize private markets information within the full picture of their investment activity and act on it immediately. Documents are classified by fund, manager, asset class, and effective date, allowing investment teams to search, filter and reference materials within Bipsync’s centralized system of record. By ensuring documents are consistently delivered, accurately categorized and readily discoverable, the integration helps operations and investment teams reduce administrative burden, minimize human error and strengthen cross-team collaboration. Teams using Bipsync can incorporate Arch-sourced data into their proprietary research contexts related to specific funds, managers and contacts, and trigger downstream investment processes. For many shared clients, the integration replaces hours of manual tagging each week with an automated workflow. Once in Bipsync, data can be analyzed alongside proprietary research, investment memos, meeting notes, market data, and other contexts. ↗

FINBOURNE Technology and Alkymi partner to launch integrated credit risk monitoring solution. By combining FINBOURNE’s data management and analytics capabilities with Alkymi’s AI-powered document ingestion and monitoring platform, the joint solution enables asset managers, lenders, and asset owners to identify emerging credit risks, improve operational control, and enhance transparency across private credit portfolios. Traditional credit monitoring relies on manual processes that often detect problems only after covenant breaches or defaults occur. This partnership addresses that challenge by enabling early detection of deteriorating credit facilities through real-time integration of borrower documents, financial data, and covenant monitoring. ↗

Acuity Analytics integrates Crunchbase into Agent Fleet to accelerate deal origination. This integration embeds the signals Crunchbase tracks, from structured company data to funding histories, growth indicators and milestones, directly into Agent Fleet’s research, screening and execution workflows. By integrating Crunchbase’s private market innovation and funding dataset, the platform enhances deal sourcing, sector intelligence and monitoring. The integration supports use cases across private markets, investment banking and asset management, including: 1 – Private markets pipeline prioritization, 2 – Venture and growth equity screening, 3 – Corporate development target identification, 4 – Automated enrichment of investment memoranda and pitch materials. Teams can now access company intelligence within their existing frameworks — reducing manual profiling, shortening research cycles and improving speed-to-insight. The integration will be available to Agent Fleet users globally starting March 2026. ↗

BlackRock expands eFront Insight to support pre-investment workflows, with Preqin inside. This enhancement brings Preqin’s data and technology into the eFront platform, extending Insight’s capabilities across the full private-markets lifecycle. Features of this enhancement include: 1 – Portfolio Construction & Asset Allocation, 2 – Liquidity Management, 3 – Manager Selection, 4 – Investment Due Diligence, 5 – Reporting and Benchmarking, 6 – Portfolio Monitoring. 7 – Fee Diligence. ↗

ToltIQ and Intapp form partnership to enhance diligence. The integration connects ToltIQ’s due diligence platform with Intapp DealCloud, enabling private markets investment professionals to share diligence findings alongside the deal flow, fundraising, and relationship data they already manage in DealCloud. This collaboration addresses a challenge for investment teams: the disconnect between relationship and pipeline management systems and the document analysis that happens during due diligence. The integration also strengthens auditability by capturing diligence findings alongside deal records. ↗

PM Insights forms data integration partnership with IPO Prophet. IPO Prophet is a quantitative analytics firm specializing in IPO trading signals. By combining PM Insights’ private secondary market data with IPO Prophet’s analytics on early IPO trading behavior and volatility, the partnership creates a seamless data bridge. Investors can now track a company’s valuation trajectory and institutional sentiment before the opening bell, then leverage analytics to optimize their entry during the IPO. PM Insights and IPO Prophet users can subscribe to pre- and post-IPO signal data, market oscillators, and pre-IPO valuation and liquidity context, all on one platform. This partnership offers integrated API access, enabling quantitative teams to build strategies that track the transition from private markets to public debuts. ↗

Intapp collaborates with Harvey to bring ethical wall enforcement directly into Harvey’s platform. This partnership allows both companies to address one challenge facing firms that are deploying AI at scale: ensuring that AI-generated work respects the same professional responsibility obligations that govern all other firm activity. Under the partnership, Intapp Walls for AI, will ensure that interactions within Harvey’s AI deployments respect compliance obligations. With the integration, existing Intapp Walls for AI policies will automatically sync with Harvey’s access and sharing controls across Assistant, Vault, and Workflows. ↗

NEW CLIENTS

GenWel Capital selects Asset Class to modernize investor experience and scale fund operations. GenWel Capital has selected Asset Class’s Investor & Fund Management platform to power its investor onboarding, reporting, and fund operations infrastructure. GenWel Capital is an independent private markets investment firm specializing in real estate, private credit, and alternative strategies. GenWel sought a scalable private capital software solution capable of unifying front-, middle-, and back-office workflows within a single digital environment. Through the implementation of the Asset Class IFM platform, GenWel will streamline digital investor onboarding, automate capital calls and distributions, centralize document management, and provide enhanced real-time reporting across its funds. The integrated investor portal and fund management system will reduce administrative friction, improve data accuracy, and enhance operational transparency for investors. Additionally, GenWel aims to elevate its LP experience with quick subscription processing, improved reporting consistency, and enhanced visibility into fund performance and investor activity. The solution will also strengthen internal controls and compliance oversight, supporting GenWel’s long-term growth strategy. ↗

Greycourt leverages Canoe to eliminate manual alts processes. Greycourt & Co. is an independent investment advisory firm serving ultra-high-net-worth families, family offices and their related entities. By integrating Canoe Connect, Greycourt will automate the ingestion of investment documents from GP portals, ensuring that capital calls, distribution notices, and quarterly statements are captured and organized without manual intervention. Greycourt will also leverage Canoe Intelligence to apply AI-driven extraction and validation to their private market data, transforming unstructured PDF documents into structured datasets that flow seamlessly into their downstream reporting and accounting platforms. ↗

PFM Capital selects Chronograph to power its portfolio monitoring capabilities. PFM Capital is a prairie-based private equity investment firm, with over $910 million in aum across several funds. This collaboration enhances automation for data collection, valuations, and reporting. ↗

Griffin Capital picks Asset Class to enhance investor experience. Griffin Capital is a real estate investment and management firm with a portfolio of assets across the United States. As the firm continues to grow its platform and expand its investor base, Griffin Capital has invested in modernizing its digital infrastructure to deliver enhanced operational efficiency and service to its investors. By implementing the Asset Class IFM platform, Griffin Capital will unify document workflows within a secure, cloud-based environment. The integrated investor portal and fund management system will streamline internal processes as it integrates with their external fund administration systems, while providing investors with improved transparency and real-time access to fund information. Asset Class enables Griffin Capital to centralize investor communications, automate manual processes, and enhance reporting across its funds. ↗

OFFICE & PERSONNEL

Mend.io names Azi Cohen as CEO. Cohen will lead Mend.io’s overall strategy and go-to-market execution, driving the company’s next phase of growth while ensuring users have access to a unified platform for securing both traditional applications and AI systems. Additionally, Rami Sass, Co-founder and former CEO, has been appointed General Manager of Mend AI. Sass will focus on accelerating the growth and execution of Mend AI, ensuring the platform delivers security for AI-generated code and embedded AI components at scale. Alon Klomek has joined as Chief Revenue Officer. Klomek brings more than two decades of experience building and scaling global revenue organizations across cybersecurity and enterprise software companies. As CRO, he will lead Mend.io’s global sales and channel, with a focus on expanding enterprise adoption, strengthening strategic partnerships and accelerating growth across key markets. Stephanie Broyles has joined as Chief Marketing Officer. With more than 20 years of experience, Broyles has a track record of driving revenue growth, elevating brand presence and executing go-to-market strategies. She will lead global marketing strategy, brand and go-to-market execution. ↗

Alex Prentice starts new role as Chief Commercial Officer at Datox. Prior to joining Datox, Prentice was the Commercial Director at Centralis Governance, Risk & Compliance where he was in charge of developing and implementing Centralis’s global commercial strategies. Previously, he was an Account Director at Huntswood. ↗

SimCorp appoints Debbie Townley as Chief People Officer. In this role, Townley will report to Chief Executive Officer Peter Sanderson, effective March 1, 2026. She succeeds Marlene Nyholm Voss, who was recently promoted to the role of Managing Director of People & Culture at Deutsche Börse Group. Townley brings more than 18 years of experience across Europe and the US, holding senior HR roles that span investment management and financial services. Her experience includes global leadership positions at BlackRock, Brooks Macdonald and at GAM Investments, where she served as Chief People Officer. ↗

Anaplan welcomes Mariel Fink as new SVP, Global Channels and Alliances. Fink will oversee Anaplan’s global GTM ecosystem and will scale the company’s partner strategy, including its partner application program, to accelerate growth and help joint customers make smarter business decisions with confidence. Fink will report to Greg Randolph, Anaplan’s president and chief revenue officer, and will also join the company’s operating committee. Fink brings prior experience in building and expanding partner ecosystems in the software industry. She joins Anaplan from Celonis where she served as Senior Vice President of Global Partnerships. Previously, Fink held senior leadership roles at SAP, leading its national software and professional services business lines. She also spent over a decade at Accenture where she was a Global Managing Director, responsible for leading the strategic ecosystem partnership with SAP, driving global GTM strategy, and managing the company’s portfolio. ↗

Fundcraft welcomes Maxime Boulon as Head of Risk Management, fundcraft France. Boulon brings more than a decade of asset management experience, with a prior track record in building and leading Risk & Operations functions, most recently at Anaxis Asset Management. His experience in structuring risk processes and driving automation will play a role as fundcraft continues to scale its model across France. ↗

AJ Boury joined MSCI Inc. as Head of Marketing for Wealth Management. Boury has been with MSCI since August 2024. He previously spent time at TIFIN, Prudential Financial and Citi. ↗

Sam Tucker promoted to Commercial Operations & Business Intelligence Manager at Holland Mountain. Tucker has been with Holland Mountain for the last year. ↗

Anaplan unveils new Amazon Web Services data center in Singapore, strengthening its global infrastructure and commitment to enterprise customers across the APAC region. This expansion will enhance performance, improve data residency compliance, and deliver fast and reliable services for local businesses. ↗

Kyle Bardsley starts new position as SVP Sales – Canada at Datasite. Prior to joining Datasite, Bardsley spent over 15 years at Firmex, most recently as its Senior Vice President of Sales & Customer Operations. ↗

VENDOR RESEARCH & WHITEPAPERS

Anaplan has a new blog, “What makes an AI agent “real” — and what can it do for you?”. According to Anaplan, there’s a simple framework for evaluating whether something deserves to be called an agent and Anaplan calls it OARE: Observe, Act, Reason, Evaluate. In this blog, Anaplan goes into details about what each factor does in order to see if an AI agent is “real”. ↗

Hyperscience has a new blog, “LLM-First Document Workflows: What’s Real vs. Hype”. Hyperscience feels that LLM-first strategies aren’t always the right answer and understanding where they excel versus where they struggle is critical for building effective, reliable, and scalable document automation. In this blog, Hyperscience explains how to leverage large language models in IDP — and when to choose alternatives. ↗

Backstop has a new blog, “The GP intelligence advantage: How leading firms turn investment data into decisions faster”. Backstop states that “In today’s investment landscape, speed still matters, but speed without intelligence no longer wins. The firms pulling ahead are the ones who can turn information into intelligence quickly, confidently, and consistently.” In this blog, Backstop goes over three factors that define the new GP operating model: fast insights, frictionless dataflow, and connected teams. ↗

IQ-EQ has a new blog, “Tackling tech transformation: Four ways fund managers can kick-start their technology overhaul”. IQ-EQ feels that digital transformation is now a core operational priority for GPs as technology reshapes private markets but also states that “too many GPs still remain passive in their approach to technology, opting to upgrade operations only when needed, rather than as part of a coherent strategy.” To help GPs better focus their operational investment, IQ-EQ have put together some practical steps forward, which is explained in this blog. ↗

AWARDS

Decimal Point Analytics Wins at the 16th Aegis Graham Bell Award 2026. Decimal Point Analytics has been recognized as the Winner – Innovation in GenAI (BFSI, Wealth & Compliance). ↗

Kroll has been named Business Intelligence Advisory Firm of the Year – India at the Corporate INTL 2026 Global Awards. ↗