NEW & UPDATED PRODUCTS
Chronograph has launched dedicated plugins for private capital investors in Claude. Each GP and LP plugin bundles the Chronograph Claude Connector with purpose-built skills for workflows such as LP reporting and commitment pacing. ↗
AlphaSense has launched SuperAnalyst, an agent that plans, executes and monitors complex financial and strategic workflows using AlphaSense content and customer context. ↗
Addepar has added more than 1,000 regional benchmarks across five geographies to Addepar Private Fund Benchmarks, alongside automated benchmark management. ↗
Fintent has launched Personalized Signals, a weekly shortlist ranked against a firm’s mandate and checked against public news, with Tier 1 flagging companies that have nothing public yet. ↗
DEAL ACTIVITY
Alto has agreed to acquire Forge Trust from Charles Schwab. The combined platform would hold more than $20 billion in assets under custody and over 60,000 self-directed IRA accounts, subject to approval from the South Dakota Division of Banking. ↗
PARTNERSHIPS & INTEGRATIONS
SUBSCRIBE has partnered with FactSet to integrate its private markets workflow and data solution into the FactSet platform, covering fund onboarding, digital subscriptions and post-trade reporting. ↗
MSCI and CUSIP Global Services are extending CUSIP identifiers to late-stage, venture-backed private companies, drawing on MSCI Private Company Insights data covering more than 2,000 companies. ↗
Datasite has joined OpenAI’s connector ecosystem for ChatGPT for Financial Services, making data room content accessible within the tool. ↗
OFFICE & PERSONNEL
Juniper Square has appointed Bo Kim, formerly CIO at Gusto, as its first Chief Information Officer. Bo Kim will lead enterprise technology and AI governance. ↗
VENDOR RESEARCH & WHITEPAPERS
PitchBook reports that US PE deal value rose 20.9% quarter on quarter in Q3 but remains down 30.4% year on year, while exit value jumped 50.4%, according to its Q3 2026 US PE Breakdown. ↗
Axial has published its 2026 Independent Sponsor Report, finding that 88.2% of sponsors use deal networks to source opportunities. The report draws on an analysis of 50 executed independent sponsor LOIs. ↗
CEPRES has published The Data Center Deal report, using DealForge data to show a 44.16% median IRR for the upper half of data centre deals against 11.58% for the lower half. ↗
AWARDS
Holtara (an Apex Group company) named Technology Provider of the Year at the Real Deals Sustainable Investment Awards. ↗
Titanbay ranked 43rd of 150 on the FT and Statista UK’s Fastest-Growing Companies list and named the fastest-growing private markets firm on it. ↗
