NEW & UPDATED PRODUCTS
Crunchbase launches current valuation data, a continuously refreshed estimate of what around 230,000 private companies are worth, each with a valuation range, confidence tier and comparable companies, available through its API and MCP. ↗
Solovis opens Solovis IO in public preview, letting investment offices ask questions of their portfolios, and adds former Yale Investments COO Jon Fernandez to its Board of Directors. ↗
Mosaic launches Mosaic Intelligence, which builds and stress-tests integrated deal models from a CIM or sell-side Excel through natural language prompts, with agentic AI running on its deterministic financial modelling engine. ↗
Mantle launches the Mantle Fund Registry, which resolves every private fund that has filed with the SEC through Form D and Form ADV to a single canonical record. ↗
73 Strings introduces Extraction Agent within 73 Extract, a multi-agent workflow that extracts, maps and validates information across large volumes of documents, with human review built in. ↗
AlphaSense launches the SuperAnalyst MCP, making SuperAnalyst available wherever customers’ AI agents run. ↗
Standard Metrics adds AI document search to its MCP, letting users ask natural language questions of stored board decks, investor updates and financial reports with permissions-aware answers. ↗
qashqade releases version 26.1.0, adding waterfall Run Comparison with an audit trail, proceeds events, a Workbook Builder for client-ready Excel reports and in-platform indices management. ↗
PARTNERSHIPS & INTEGRATIONS
FactSet partners with Hamilton Lane to embed its private markets data, covering more than 70,000 funds and 240,000 assets, along with proprietary benchmarks, in FactSet’s portfolio analytics. ↗
iConnections collaborates with Preqin to bring its private markets data on fund managers, investors, funds and benchmarks into Violet, its AI-powered capital introduction platform. ↗
Ontra partners with Leverest, which will surface Ontra’s AI-native NDA services to lenders, sponsors and advisors running deals across its capital markets network. ↗
CAIS integrates with Fidelity’s Account Profile API, pre-filling account setup fields for advisors and flagging discrepancies between Fidelity and CAIS account data. ↗
Tracxn makes its MCP connector available in the ChatGPT marketplace, letting users query Tracxn company, investor and funding data in natural language. ↗
Fintent is now available in Claude, ChatGPT and Microsoft Copilot, with screeners, weekly signal summaries, company search and sector trends accessible from chat. ↗
NEW CLIENTS
Allvue is selected by BPM, one of the 35 largest US accounting and advisory firms, to power its fund administration practice with fund accounting, workflows and an investor portal. ↗
OFFICE & PERSONNEL
Acuity Analytics appoints Jon O’Donnell as Chief Executive Officer. He joined as COO in 2024 and succeeds Robert King, who becomes Chairman at the end of the year. ↗
SimCorp appoints Fiona O’Donnell to the newly created role of Chief Delivery Officer. ↗
Hazeltree appoints Tim Collins as Head of Data Platform & Connectivity, leading a newly formed department. ↗
OneTrust appoints Kimberly Paine as Chief Legal Officer, and names Jim Monroe Chief Operating Officer and Tim Mullen Chief Information Officer. ↗
VENDOR RESEARCH & WHITEPAPERS
SS&C Intralinks publishes its 2027 LP Survey with Reuters Insights, drawing on 400 private markets professionals, including 370 limited partners and allocators, on how the alternatives market will change over the next 12 months. ↗
Dakota publishes its Q3 2026 Global Private Credit Asset Class Review, reporting $89.8bn raised, down 27.5% from Q2, with direct lending taking about 70% of capital. ↗
Beauhurst publishes the latest edition of The Deal, reporting £6.59bn of UK equity investment across 1,168 deals in Q3, with five £300m rounds accounting for 48.5% of capital raised. ↗
Datasite publishes the Americas edition of The new deal team, based on 400 M&A professionals across seven markets, finding more than 4 in 10 companies have embedded AI or are actively using it across the deal process. ↗
AWARDS
bunch named to the 2026 CB Insights Fintech 100, selected from more than 70,000 fintechs worldwide. ↗
Treble Peak ranked 13th in Beauhurst’s Top 50 Funding Platform Companies in the UK for
