NEW & UPDATED PRODUCTS
FIS has made its AML Investigations Agent, built with Anthropic, commercially available to US financial institutions. The first agent on the FIS Data & AI Platform covers alert triage, case investigation and SAR narrative preparation, with analysts in control of investigative and filing decisions. ↗
Datasite has launched Grata Intelligence, an agentic M&A workspace, and Datasite Connect, which lets approved AI assistants query live deal content within existing permissions. Grata Intelligence is available now and Datasite Connect follows on November 4. ↗
Carta has received CSSF authorisation as a licensed fund administrator in Luxembourg, allowing it to provide fund administration and transfer agency services directly. ↗
Attio has announced a hybrid architecture that combines the CRM with the power and scale of a database, helping customers run agents more effectively. ↗
DiligenceVault has launched the next iteration of its AI due diligence questionnaire, organised into seven groups from strategy and governance to data security and economics. ↗
VESTBERRY now lets users enter investment events into its platform via MCP, with a person confirming what is saved to the fund ledger. ↗
PARTNERSHIPS & INTEGRATIONS
CB Insights has made a selection of its research available on the Bloomberg Terminal, alongside the public and private market data Terminal users already rely on. ↗
NEW CLIENTS
Chronograph has been selected by EOS Partners, a Munich-based mid-market private equity firm with €500 million in equity under management, to power portfolio monitoring across data collection, valuations and reporting. ↗
OFFICE & PERSONNEL
CEPRES has opened a new office in Toronto to support its growing Canadian private markets footprint. Its Munich team has also moved into a new office. ↗
VENDOR RESEARCH & WHITEPAPERS
Canoe Intelligence reports that the 100 largest hedge funds returned 6.0% in H1 2026, behind 7.0% for all hedge funds, according to its Hedge Fund VIP Performance Report Q2 2026. ↗
PitchBook reports that US venture deal value reached $515.8 billion through Q3 2026, with Q3 cooling to $98.4 billion, according to the Q3 2026 PitchBook-NVCA Venture Monitor. ↗
FINTRX tracked 342 family office transactions in Q3, with technology and AI accounting for 140 of them, according to its Q3 family office analysis. ↗
AWARDS
Alkymi has won Most Innovative Use of AI in an Enterprise Data Management Initiative at the AI in Capital Markets Awards 2026. ↗
FINBOURNE has won Best AI-Based Solution for Data Management at the AI in Capital Markets Awards 2026. ↗
Oxane Partners has won Best AI Solution for Credit Risk Analysis at the AI in Capital Markets Awards 2026, for the second year in a row. ↗
Clearwater Analytics has won Best AI Solution for Quantitative Analysis and Risk Management at the AI in Capital Markets Awards 2026. ↗
