NEW & UPDATED PRODUCTS
Addepar launches Addepar Data Exchange, a managed data environment within the Addepar platform that enables firms to unify, govern and activate their data to power investment workflows, analytics and AI. ADX enables firms to ingest and synchronize investment data across multi-system environments. With ADX, previously siloed information is structured as a connected asset that supports advanced applications—such as proposal generation, reconciliation, asset allocation modeling and market data integrations. ↗
MSCI introduces the MSCI Private Assets Data Platform, a new solution designed to automate the extraction and validation of private markets data. MSCI’s Private Assets Data Platform is designed to automate the full private markets data lifecycle, from document collection and AI-enabled classification to data extraction, validation and enrichment, delivering analytics-ready data directly into MSCI Private i and Total Plan Manager. Built to address fragmentation across documents, systems and teams, the platform combines: 1 – AI-driven document extraction, 2 – Scalable data management workflows, 3 – Data-to-document traceability, 4 – Integration across the MSCI private assets ecosystem. ↗
Allvue and RSM launch Agentic AI Capital Operating Model for capital calls. This new model will enhance how quickly and efficiently capital calls are executed and governed across private capital firms using agentic AI orchestration. RSM is a provider of assurance, tax and consulting services for the middle market. Built for GPs and fund administrators, this collaboration applies RSM’s domain experience in fund administration and institutional governance — delivered through RSM Fund Services+ — with the Allvue Agentic AI Platform. Now, capital call timelines are compressed from weeks to days while preserving controls, real-time visibility and audit-ready workflows that improve the LP’s experience. By introducing real-time interaction with live fund and investor data, capital calls can be reviewed and approved through a conversational interface while providing visibility into each investor’s status from notice through funding. For LPs, it delivers fast and consistent communications with reduced error risk. The operating model brings together the following capabilities and features: 1 – Aggregating and validating LP commitments and fund detail data, 2 – Scenario modeling for amounts and LP allocations, 3 – Drafting allocations and notices using natural-language prompts, 4 – Routing items for structured GP review and approval, 5 – Managing reversals, adjustments and re-bookings through a single AI interaction, 6 – Posting journal entries and issuing LP notices with delivery tracking. ↗
Novata introduces the EU Taxonomy Tool, a self-serve solution that goes from activity mapping to eligibility and alignment outputs in one streamlined workflow. Novata’s EU Taxonomy tool guides users through each step of the assessment process: from initial setup to final regulatory outputs. Features include: 1 – End-to-end in one workflow – Assess both eligibility and alignment across all relevant economic activities. Map business activities to NACE codes and evaluate technical screening criteria in a structured workflow. 2 – Built for auditability – Track assessment progress with auditable documentation. 3 – Clear Outputs for disclosure- percentage alignment of turnover, CapEx, and OpEx; calculated at fund or company level, formatted for regulatory reporting, and ready to share with stakeholders. ↗
Backstop launches Backstop Tasks widget to make tasks visible across teams without chasing updates or switching tools. This enhanced features brings task visibility into Home Base, giving teams a view of personal and team follow‑ups so they can focus on execution and not task management overhead. Features include: 1 – View assigned and created tasks, 2 – Filter by time period, status, assigned person, or creator, 3 – See KPIs that highlight what needs attention, 4 – Quickly complete, edit, or cancel tasks. With tasks visible from Home Base, teams can identify priorities. This reduces the need to track follow‑ups across emails or separate tools and gives managers visibility into execution without requesting status updates. ↗
Persefoni unveals Persefoni Analytics Agent. The Persefoni Analytics Agent is a new agentic AI experience designed to help users ask, analyze, and understand emissions data directly in the Persefoni platform. The Analytics Agent helps users ask questions, generate analysis, and uncover insights on the platform, using emissions data from their CO2e Activity Ledger – no exports needed. Key capabilities of the Analytics Agent are: 1 – Ask agent questions in plain language, 2 – Tailored charts and tables, 3 – Refine analysis through follow-up prompts, 4 – Analyze ledger-level attributes. ↗
Mosaic expands export capabilities, with outputs now supporting customized deliverables across Excel, PowerPoint, and PDF. What is new: 1 – Custom-formatted outputs – Mosaic can now map directly to firm-specific templates across Excel, PowerPoint, and PDF outputs. 2 – Reduced manual reformatting and workflow friction. Labels, structure, tab layouts, colors, and fonts can all be customized to align with internal standards and presentation preferences. This feature helps teams improve consistency, streamline deliverables, and spend less time formatting materials outside the platform. ↗
Equipped launches next generation of its platform, purpose‑built for direct lending. Loan management and portfolio monitoring are now delivered as a standardized SaaS platform. It is designed to replace fragmented legacy systems and spreadsheet-dependent processes for private credit fund managers, asset managers, and banks. Features include: 1 – AI‑powered data ingestion, 2 – A native engine for loans, 3 – Automated covenant monitoring, 4 – Portfolio‑level intelligence. ↗
DEAL ACTIVITY
Datasite acquires Valu8 to enhance deal sourcing and execution. This acquisition integrates Valu8 into Grata, Datasite’s private market intelligence business. Valu8’s focus on European ownership, financials, and market intelligence enhances Grata’s ability to support cross border dealmaking at scale and increased visibility across regions and sectors for M&A sourcing and diligence. Terms of the transaction are not disclosed. ↗
Palatine Growth Credit supports Beauhurst with £7 million Growth Credit investment, as Beauhurst expands into Europe. Expansion into Ireland is underway, with France, Spain, and Italy expected to follow. Palatine’s Growth Credit Fund launched in 2024 with the goal of supporting high-growth companies in the UK to achieve their goals, without their founders having to surrender additional equity. ↗
PARTNERSHIPS & INTEGRATIONS
PitchBook partners with StepStone Group to offer deal benchmarking. With StepStone’s deal performance and operating metric dataset, PitchBook is bringing benchmarking to GPs, service providers, and investors. PitchBook users will soon have access to StepStone Group’s deal performance and operating metric benchmarks as a paid add-on. ↗
Gresham and FundGuard partner to deliver portfolio insights. This partnership integrates FundGuard’s multi-book investment accounting capabilities with Gresham’s EDM solutions. It enables institutional investors, asset managers, and fund administrators to operate from a single source of auditable data across public and private asset classes, jurisdictions, and functions. The combined solution allows firms to make informed decisions while improving resilience, transparency, and operational control. The joint offering delivers the following benefits: 1 – Technology integration: Cloud-native architectures ensure connectivity from the front through the back office, delivering data that underpins the investment management process. 2 – Scale: Firms can grow AUM across asset classes and distribution channels while maintaining consistency and transparency. 3 – All-in-one capability: FundGuard’s investment accounting and workflow engine integrates directly into Gresham EDM’s data governance layer, ensuring one source of truth. 4 – AI and automation: Both systems use AI to assure data timeliness and accuracy. 5 – Upgrades: Open architectures support ongoing innovation, scalability, and market expansion. ↗
RedBlack integrates with CAIS to streamline alternatives placements and portfolio management. RedBlack, a provider of wealth technology and outsourced advisor services, is integrating with CAIS to unify alternatives trading and portfolio management into a single, streamlined workflow. This integration enables advisors to access, allocate and manage alternative investments directly from RedBlack’s platform, removing operational friction, and creating an efficient path to incorporating alternatives into client portfolios. Through this collaboration, advisors can: 1 – View funds available to them on the CAIS platform directly in RedBlack, 2 – Create orders using models, global trade actions, manual order entry or order import, 3 – Apply RedBlack compliance and allocation controls used for traditional securities to alternatives orders, 4 – Create new subscriptions and add‑on subscriptions for existing positions at CAIS, 5 – View CAIS order status within RedBlack for enhanced transparency directly on RedBlack’s trade blotter. ↗
Decusoft forms strategic partnership with Trusaic. Through this collaboration, both organizations will collaborate with companies’ HR and compensation teams by providing enhanced tools and expertise for navigating compensation strategy, compliance, and equity challenges. Trusaic’s pay equity and pay transparency solutions enable global enterprises to achieve global pay equity, manage global pay transparency requirements — including compliance with the EU Pay Transparency Directive — and maintain regulatory compliance. This strategic partnership serves mutual clients by providing access to complementary capabilities in compensation management, pay equity analysis, and ensuring global regulatory compliance. ↗
FIS partners with Anthropic to bring agentic AI to banking, beginning with the Financial Crimes AI Agent. Anthropic’s Applied AI team and forward-deployed engineers are embedded with FIS to co-design the Financial Crimes AI Agent and transfer knowledge so FIS can build and scale additional agents independently over time. The agent will compress anti-money-laundering investigations from hours to minutes, automatically assembling evidence across a bank’s core systems, evaluating activity against known typologies, and surfacing high-risk cases for investigator review. FIS is operating as the foundation, which includes the data platform, the governance layer, the deployment infrastructure, and the client relationships. Anthropic’s Claude models are powering the reasoning capabilities across the strategy. ↗
Treble Peak renews partnership with NewVest. Treble Peak is supporing NewVest’s latest fundraise by providing technology, structuring, and distribution services for their newly launched fund. ↗
Entrilia now integrates with Luxembourg eCDF. With this integration, Entrilia now supports native VAT filing for Luxembourg fund administrators. ↗
NEW CLIENTS
Paine Schwartz Partners selects SESAMm to enhance ESG screening and controversy monitoring. As part of its investment process, Paine Schwartz Partners will leverage SESAMm’s platform to enhance its ESG risk screening, due diligence, and supplier and portfolio monitoring. Among the platform’s capabilities, Paine Schwartz Partners will use SESAMm’s AI Reports, a suite of AI-generated reports covering ESG Assessment, Legal, and Governance Screening, available directly within the platform. These reports make it possible to quickly screen companies for ESG and reputational risks even where direct access to company data is limited. The reports will also help the firm screen key suppliers across its portfolio. ↗
OFFICE & PERSONNEL
Drawbridge welcomes Serena Chen as Chief Financial Officer. As the CFO of Drawbridge, Chen is responsible for leading the company’s finance and accounting functions. Chen brings nearly two decades of finance leadership across private-equity-backed portfolio software companies, financial services, and public accounting, with deep expertise in strategic FP&A, M&A, business operations, systems automation, and audit and regulatory reporting. ↗
August Kiles promoted to Chief Product Officer at Emblem. Kiles joined Emblem in May 2025 as Head of Product. ↗
SEI Master Trust adds two Trustee Directors & announces new Chair. Chris Roberts and Azka Ali have been appointed to the SEI Master Trust Board of Directors. Allan Course has retired as Chair of the Trustee after 15 years of service, and Roberts assumed the position effective 1 May. Roberts is an accredited professional trustee and career pension professional. With 25 years of experience in various trustee, consulting, and management roles, his experience spans the full market experience as a trustee, with specialties in change management, member engagement, and investment strategies. Ali is an actuary and professional trustee across Defined Contribution, Defined Benefit, and Collective DC schemes. She currently serves as regional leader for the Midlands at Vidett, a UK professional trustee and pension governance firm. Her experience includes 15 years in consulting at Mercer, where she advised trustees, delivered projects for corporate clients, and led the Birmingham team. ↗
Titanbay appoints Stéphane Corsaletti as Strategic Advisor. Corsaletti brings more than 35 years of experience in investment management, fund distribution, and B2B platform development. He is the founder of ABN AMRO Investment Solutions, and he served as CEO of AAIS from 1998 to 2019 and as Managing Director of ABN AMRO from 2007. He subsequently joined Allfunds, where he served as Chief Investment Officer for five years and General Manager of Allfunds Investment Solutions. As Strategic Advisor at Titanbay, Corsaletti will support Titanbay’s commercial strategy and distributor relationships across Europe. ↗
Fundcraft welcomes Sandra Legrum as its new Head of Client Success Management. Legrum brings more than 17 years of experience across client relationship management, central administration, fund operations and audit within the Luxembourg fund industry. At fundcraft, Client Success Management helps orchestrate the client experience across the platform. ↗
James Morris is the new Sales Director at IQ-EQ. Until recently, Morris was Head of Sales EMEA at Alter Domus. He also spent time at Gen II Fund Services as Head of Sales and Business Development Europe and at Crestbridge and TMF Group. ↗
Finalis hires new General Counsel, Chris Giampapa. Giampapa brings 20+ years of experience in securities law, regulatory strategy, and private markets. He’s held senior legal roles at Venn by Two Sigma and EquityZen, and spent over a decade at Paul Weiss and Schulte Roth & Zabel. ↗
VENDOR RESEARCH & WHITEPAPERS
Goji has a new blog, “How to introduce AI to your private fund operations”. Goji states “AI has the potential to transform private fund operations, but only when it is introduced with the right structure and controls.” In this blog, Goji provides 7 steps for inducing AI to private fund operations. ↗
Finbourne has a new blog: “Why the standard AI playbook doesn’t work for investment data”. In this blog, Finbourne explains why AI has been designed for documents and generic tables not investment data. ↗
CWAN has a new article, “Why pre-trade compliance is the most important system you don’t have”. This article explains what pre-trade compliance automation actually does, why it matters, and what it looks like when it’s built properly into an OMS rather than bolted on as an afterthought. ↗
AWARDS
Kroll named Consultancy and Advisory Company of the Year at the City AM Awards 2026. ↗
Position Green wins award for the SaaSiest company of the year. This award is presented to an inspiring business that has contributed knowledge, engagement, and value to the SaaSiest community. SaaSiest is a European community for B2B SaaS executives. ↗
