AI continues to make its mark across the private markets technology landscape, with CB Insights, Kroll, Lighthouse and iConnections among the vendors rolling out new AI-powered capabilities. At the same time, PitchBook, FactSet and Preqin are expanding how their data connects into existing investment workflows.
Beyond AI, we’re also seeing continued movement across the PE tech ecosystem, from new products and integrations to M&A and strategic partnerships.
NEW & UPDATED PRODUCTS
Carta adds Free Advance Assurance to Carta Launch, letting UK founders prepare the HMRC application required by SEIS/EIS investors at no cost. ↗
CB Insights rolls out interactive, MCP-accessible AI apps, a waitlisted analyst-ratings product for private companies, and new proprietary leadership signals across its API and data feeds. ↗
Kroll launches APEX, built on the CrowdStrike Falcon platform, to help organisations quantify the cost and business value of AI, automation and hybrid technology investments. ↗
Lighthouse releases a Meeting Prep Agent that automatically builds a briefing for every calendar meeting from emails, LinkedIn conversations and past notes already held in the platform. ↗
iConnections introduces Envoy, an AI agent that identifies relevant investors, drafts outreach and prepares meetings for managers raising capital, with a waitlist now open. ↗
PitchBook debuts an interactive dashboard tracking earnings, AUM growth, fundraising, deployment and exits for the seven largest US-listed alternative asset managers. ↗
Vestberry updates its MCP integration to improve identification of fund KPIs and currencies and to keep AI-tool connections active for up to seven days. ↗
DEAL ACTIVITY
Altus Group completes the divestment of its Development Advisory business to Newmark, transferring around 335 professionals across North America and APAC into Newmark’s Project Management platform. ↗
Nasdaq eVestment gains AI-powered due diligence and monitoring capabilities as parent company Nasdaq completes its acquisition of Dasseti, broadening coverage across public and private markets. ↗
PARTNERSHIPS & INTEGRATIONS
FactSet partners with Google Cloud to become natively available inside Gemini Enterprise for Financial Services, letting users get FactSet-powered answers in plain language without leaving existing workflows. ↗
Leverest adds Altrium Financial Services to its third-party directory, letting deal managers and lenders request loan agency quotes and integrate debt administration services directly through the platform. ↗
Daloopa integrates with Hebbia via MCP, giving customers verified, source-linked financial data on 6,000+ public companies inside Hebbia’s Max and Matrix interfaces. ↗
MSCI integrates its MSCI Connector into Google Cloud’s Gemini Enterprise for Financial Services, bringing entitlement-controlled MSCI data directly into clients’ AI-powered investment workflows. ↗
EcoVadis partners with CO2 AI to connect its supplier carbon network to CO2 AI’s footprinting engine, aiming to replace spend-based estimates with supplier-specific primary data for Scope 3 reporting. ↗
Evalueserve is named an OpenAI Select Partner, building on its use of OpenAI models across enterprise workflows in credit, research, compliance and risk. ↗
Preqin collaborates with Rogo to integrate its private markets data and intelligence into Rogo’s research and decision-making workflows. ↗
NEW CLIENTS
Anduin Transactions is selected by H.I.G. Capital to manage its investor experience. ↗
OFFICE & PERSONNEL
Clearwater Analytics appoints John Spence as Senior Advisor, supporting insurance and asset management clients across Asia-Pacific; he was previously at Manulife, Macquarie Funds Group and Generali Asia. ↗
SimCorp welcomes Gareth Morris as Head of Portfolio Management and Trading and Kate Ryan as Head of Product Design, reinforcing its front-office capabilities for institutional investment managers. ↗
