This week sees agentic AI move beyond individual productivity and into firm-wide operations, with new digital coworkers and agent platforms supporting deal screening, portfolio intelligence and relationship management. Alongside this, fund data infrastructure runs through many launches and integrations, while a cluster of fundraises and fresh client wins signals steady commercial momentum.
NEW & UPDATED PRODUCTS
Intapp has made Celeste, its agentic AI coworker for private capital and professional firms, generally available. Celeste runs firm workflows including deal screening, conflicts clearance, business development and lateral hiring on each firm’s own data, methods and compliance rules, with new MCP connectors to Moody’s, FactSet, PitchBook and MSCI, and Hg and BakerHostetler among early adopters. ↗
Allvue Systems has launched Portfolio Intelligence and Deal Analytics on its OneVue platform, giving private credit GPs an AI-enabled portfolio workspace and benchmarks built from deal-level data, initially available to select credit GP clients. ↗
Navatar has launched a Claude-native deal engine for private equity and investment banking teams on Salesforce, combining Navatar CRM, Navatar AI, Salesforce Agentforce and Claude into a governed, AI-first operating model that reduces manual data entry and surfaces proactive signals across deals and relationships. ↗
Affinity has launched Affinity Ascend, an agent platform for deal teams with tools for meeting prep, automated CRM updates and warm-intro sourcing across the deal cycle. ↗
Standard Metrics has launched Portfolio Intelligence as a Service, helping GPs assess where portfolio companies are strong, where they are exposed, and how they compare to private market peers. ↗
Owlin has rebuilt its risk-intelligence platform from the ground up, giving risk teams a single view across their portfolio, developed directly from customer feedback. ↗
Quantios has launched a Timesheet Agent for trust and corporate services firms that captures billable time automatically as work happens, removing the need to reconstruct records from memory. ↗
DEAL ACTIVITY
Finster AI has raised a combined $15m Seed and Series A led by FinTech Collective and Peak XV, with Hoxton Ventures participating, to support U.S. expansion, London headquarters growth and data and technology partnerships. ↗
fundcraft has increased its Series A round to €11m following a new €6m investment led by 3VC and MiddleGame Ventures, supporting product development, European expansion and hiring after a 60% increase in funds managed since its first close. ↗
Moonfare has closed its Luxembourg-domiciled Co-Investment Fund II at $83m, above target, with the fund already around 30% invested alongside Hg, Vista and EQT.↗
Finalis network member Argonite Partners has advised on the structured sale of PCRecruiter to Recur Software. ↗
Dasseti has entered into an agreement to be acquired by Nasdaq, bringing its due diligence and monitoring capabilities into the Nasdaq eVestment network. ↗
PARTNERSHIPS & INTEGRATIONS
S&P Capital IQ S&P Global Market Intelligence has partnered with and taken a minority investment in Farsight to bring an AI-driven capability into Capital IQ Pro that generates client-ready materials such as pitch decks, CIMs and valuations using firm templates and prior work, to be offered as an add-on later this year. ↗
Hazeltree has completed its technical integration with TreasurySpring, letting clients access over 1,100 fixed-term funds across 11 currencies directly within their existing Hazeltree cash boards. ↗
NEW CLIENTS
FactSet has been adopted by Curi Holdings, which will use FactSet’s Portfolio Analytics Suite, including Whole Portfolio Analytics, the FactSet Performance Solution and the Private Capital Data Aggregation Service, to modernise investment operations and enhance portfolio visibility and risk management. ↗
Chronograph has been selected by Los Angeles private equity firm Vance Street Capital, investing out of its $775m fourth fund, to automate data collection, valuations and reporting across its portfolio. ↗
SimCorp has been selected by European private debt manager Kartesia, which has moved to the Domos platform to replace disconnected systems and reduce manual work across a growing investor base. ↗
OFFICE & PERSONNEL
Evalueserve has appointed Nitin Narkhede, who brings over 30 years of experience, as Chief Technology Officer to lead technology strategy and its domain-led AI platforms. ↗
Deal Engine has appointed Michael Santos, formerly global head of sales at Chronograph and previously at DealCloud, Intapp, iLEVEL and Investran, to its board. ↗
VENDOR RESEARCH & WHITEPAPERS
Allvue Systems reports in its 2026 Alternatives Compensation & Carry Survey, that 58% of alternative investment firms still administer carry in Excel, pointing to operational gaps as carry programmes grow more complex and transparency expectations rise. ↗
qashqade found in its 2026 Summer Survey that 87% of private markets professionals said no advantage from AI would justify the risk of an incorrect waterfall calculation. ↗
