Another week, another wave of MCPs released by a cluster of vendors, wiring private markets data straight into agentic AI workflows. Alongside this, new client wins span portfolio monitoring, investor reporting and onboarding, while first-half data confirms a record period for global dealmaking heading into H2.
NEW & UPDATED PRODUCTS
Delta Reveal has officially launched, integrating commercial credit data from Experian and Equifax with workforce and earnings-call signals to flag corporate distress and recovery earlier. ↗
Grata has launched a new Excel Add-In that connects to the Grata MCP, enabling dealmakers to consolidate workflow automation and bulk data population directly in spreadsheets. ↗
Context Analytics BridgeWise has launched SentimentWise, built on Context Analytics’ licensed social data and sentiment analytics, extending institutional-grade sentiment insights to a wider investor base. ↗
PitchBook shipped 10 updates in June spanning credit, benchmarking and AI workflows, including a new Samaya Premium Connector and Microsoft 365 Copilot access to its company, deal and investor data. ↗
Visible has launched an MCP Server that connects AI tools such as Claude directly to a user’s account, drafting investor updates based on past tone, structure and reported changes. ↗
DealFabric has launched DealFabric MCP, an AI tool that prepares dealmakers for meetings using their deal history, comparable transactions and team context. ↗
FactSet announced the limited release of Portfolio Analytics MCP, extending pre-calculated, governed performance, attribution and risk analytics into conversational and agentic AI workflows. The capability enables natural-language querying and delivery into clients’ private LLM environments while maintaining auditability and consistency across approved outputs. ↗
DEAL ACTIVITY
Green Project Technologies has announced the acquisition of the Zeroute platform as part of its June decarbonisation update. ↗
PARTNERSHIPS & INTEGRATIONS
Daloopa now offers financial data MCP integrations with Anthropic, OpenAI, Microsoft Copilot, Perplexity and Rogo, extending its audit-ready data infrastructure into AI research workflows. ↗
FINTRX has demonstrated its HubSpot integration, allowing users to sync targeted prospect lists directly into their CRM with continuous data enrichment. ↗
Similarweb is a launch partner for Exa Connect, giving developers building on Exa access to Similarweb’s web traffic intelligence including domain analytics and audience insights. ↗
Decimal Point Analytics has partnered with Intapp DealCloud, combining DPA’s data foundations and governance with DealCloud’s AI-powered deal and relationship management platform. ↗
Addepar has added Asseta, a unified finance and accounting platform for family offices, to its Premier Partner Program, integrating Addepar’s investment data directly into Asseta’s accounting platform. ↗
Kruncher has integrated Statista Connect directly into its platform, automatically pulling verified, citable market size and growth data for investment analysis. ↗
ToltIQ has partnered with PitchBook, making PitchBook’s private markets dataset available as a Premium Connector within ToltIQ. Investment teams can evaluate targets against market benchmarks, comparable transactions and financing history alongside live diligence materials without leaving the platform. ↗
NEW CLIENTS
Chronograph BV Investment Partners, a sector-focused private equity firm managing approximately $5.0 billion, has implemented Chronograph to automate portfolio monitoring, reporting and valuations. ↗
Quantium b2venture, a leading European early-stage VC firm managing over €800M across 9 funds, has adopted Quantium to build a single source of truth for portfolio and investor reporting. ↗
SUBSCRIBE Greystar, a global real estate investment manager with over $79 billion in AUM, has engaged SUBSCRIBE to provide a technology-driven onboarding process for wealth firm investors. ↗
Canoe Intelligence Renta 4 Gestora, a Madrid-based investment management company with over €14 billion in AUM, has joined Canoe Intelligence’s client base. ↗
OFFICE & PERSONNEL
Paxus has appointed Paul Yates as Head of Sales, tasked with driving the next phase of growth for its fund administrator technology. ↗
VENDOR RESEARCH & WHITEPAPERS
Mergermarket Mergermarket’s 1H26 Financial Advisor Rankings show a record first half for global dealmaking, with Goldman Sachs, J.P. Morgan and Morgan Stanley each surpassing $500bn in advised volume. ↗
GF Data GF Data’s proprietary deal data shows Q1 volume rose to 26 deals with average valuations firming to 7.2x TTM EBITDA, driven by a concentration of activity among business-to-business manufacturers. ↗
EcoVadis EcoVadis’ latest Sustainability Ratings Index, drawn from nearly 200,000 scorecards across more than 100,000 rated companies, finds environmental scores made the largest gains of any theme evaluated. ↗
AWARDS
- Hypercore AI has been named winner of the Credit Strategy Award for ‘Best Use of Technology – End-to-End Credit Solutions’. ↗
- FIS Hedge Fund Portfolio Manager has been recognised as the Best Fund Accounting and Reporting Solution at the Hedgeweek European Awards 2026. ↗
- Hyperscience won the 2026 AI Breakthrough ‘IDP Platform of the Year’ award for the second consecutive year, highlighting its leadership in Intelligent Document Processing. ↗
