This week’s news continues focusing on AI-powered deal sourcing and embedded copilots to new integrations with AI platforms. We also saw continued investment in private markets technology, alongside new platforms making private markets more accessible to wealth managers.
NEW & UPDATED PRODUCTS
ScaleX Invest has launched European Tech Market Weather, a market tracker built on analysis of 9,700 private technology transactions to give a more current read on private tech valuations. ↗
Tracxn has added a Stealth Companies module, allowing investors to identify companies and founders operating in stealth before funding announcements are made public. ↗
Alto has launched Private Deal Room, an end-to-end platform allowing RIAs to source, execute and custody private markets deals using IRA assets. Alto cites more than $18trn currently held in IRAs. ↗
Navatar has introduced a governed AI framework combining its CRM with Salesforce Agentforce and Claude, giving private equity and investment banking firms controlled access to external models through Salesforce’s trust layer while keeping deal records inside Navatar. ↗
Allvue has launched Intelligent Loan Operations, connecting loan notice receipt, investment accounting, cash reconciliation and GL posting in a single credit-native workflow. ↗
Asset Class has released its LP mobile app, giving investors portfolio summaries, capital call notifications, quarterly reports and distribution notices on mobile. ↗
Capsa AI has released a refreshed Citations panel showing every source behind an output, with citations preserved as comments in exported Word, Excel and PowerPoint files. ↗
Dynamo Software has released v3.0 of its platform for the alternatives ecosystem, introducing a suite of fully embedded AI agents alongside user experience and productivity improvements. ↗
Fundra has launched Fund Analyst, an MCP server that writes code to query portfolio data rather than exposing individual API endpoints to an agent. ↗
DEAL ACTIVITY
CAIS has closed a $170m Series D that values the alternative investment platform at more than $2bn, doubling its previous valuation. ↗
Fundcraft has closed a 5m euro Series A led by Aperture Capital, with SIX Fintech Ventures participating. The capital funds product development and international expansion. ↗
Finster AI has secured a strategic investment from UBS Investment Bank as part of its Series B round, alongside FactSet, to build AI-native infrastructure for banking and investment research workflows. ↗
PARTNERSHIPS & INTEGRATIONS
KEY ESG‘s MCP connector is now listed on the official Anthropic MCP connector directory, allowing users to bring validated sustainability data into Claude directly. ↗
Titanbay and Coller Capital are partnering to give European wealth managers access to Coller’s evergreen secondaries funds, with subscription, redemption and allocation management run through Titanbay’s TradeEngine technology. ↗
Nasdaq eVestment’s private markets datasets are now available to eligible LSEG workspace clients through Workspace and Datafeeds, bringing private markets intelligence into existing research workflows. ↗
Grandview Analytics has achieved Snowflake Select Partner status, reflecting verified implementation experience and technical certifications across its team. ↗
iCapital has launched integrations with Fidelity Investments and Charles Schwab that automatically import account information into the platform, removing manual data entry for advisers. ↗
PitchBook has partnered with V7 so that mutual clients can use PitchBook data inside V7 Go for deal screening, memo drafting, DDQ support and fund benchmarking via the Premium MCP Connector. ↗
Atominvest is now live as an official app in Anthropic’s Claude directory and OpenAI’s ChatGPT plugin directory, letting customers connect directly to Atominvest through either store without custom installation. ↗
NEW CLIENTS
73 Strings has won Singapore-based alternative asset manager BSQ Capital Partners as a client. The win follows the opening of its Singapore office in March 2026 and continues its APAC expansion. ↗
OFFICE & PERSONNEL
Mosaic has appointed Edward Bridges as VP of Engineering, leading the team building its AI-driven deal operating system for private markets. He joins from Greenlite, where he was Head of Engineering. ↗
Hazeltree has appointed Jessica Segarra as Chief Operating Officer. She joins from Chi-Rho Financial and brings more than 15 years of operational leadership in the hedge fund industry. ↗
VENDOR RESEARCH & WHITEPAPERS
Datasite and FT Longitude found that more than half of dealmakers no longer consider human-only decision-making defensible in complex transactions. ↗
Axial‘s latest member survey found 57% of respondents named valuation expectations as the main reason deals failed in H1 2026, more than double the 28% recorded for 2025. 87% still expect LMM M&A activity to hold or increase in H2. ↗
Dakota recorded over 1,000 private capital transactions totalling $189.2bn of disclosed value in July, including Francisco Partners’ $21.0bn raise across two funds. ↗
AWARDS
Altus Group’s ARGUS Assist has been named CRE Analytics Innovation of the Year at the 2026 PropTech Breakthrough Awards, recognising AI built specifically for commercial real estate analysis. ↗
Clearwater Analytics has won Best Technology Firm and Best Use of AI at the Insurance Asia News Institutional Asset Management Awards 2026, recognising its work with insurers managing complex portfolios and scaling into alternatives. ↗
