The PE technology landscape continues to evolve, with AI taking another step into financial services through new Claude integrations from Addepar, Crunchbase and iCapital. Alongside these developments, this month’s update covers new products, partnerships, client wins and industry insights across the PE technology ecosystem
NEW & UPDATED PRODUCTS
Carta has launched Carta Law following its acquisition of legal-tech provider Avantia, an AI-native legal and compliance product connecting workflows for private companies and funds. ↗
CENTRL Inc has released a suite of purpose-built AI agents automating research, diligence and distribution workflows for asset managers and allocators. ↗
Dealroom.co has rebuilt its API from the ground up as an AI-native, connected graph of private company data, launching 1 October with MCP support so AI assistants can query it directly. ↗
Diligent has unveiled new agentic capabilities in Diligent One at Gartner’s Enterprise Risk, Audit & Compliance Conference, aimed at changing how GRC teams operate. ↗
Standard Metrics has shipped a mobile-friendly version of its AI Analyst, letting investors get portfolio company updates from their phone’s home screen. ↗
Vestberry has shipped a new feature letting users click any KPI table cell to see its full change history over time, adding transparency to portfolio monitoring. ↗
PARTNERSHIPS & INTEGRATIONS
Addepar has brought its portfolio intelligence into Claude for Financial Advisors through a new Addepar MCP connector, letting advisors query portfolio data and generate client-ready outputs directly inside Claude. ↗
CB Insights has partnered with Silicon Valley Bank to give select SVB startup clients access to its private-company ratings and market intelligence through the SVB Offers programme. ↗
Crunchbase has made its private-company data available within ChatGPT for Financial Services, giving banks and financial institutions access to structured company, funding, investor and M&A data. ↗
iCapital has expanded its Anthropic partnership with a Claude connector that surfaces authorised alternative investment data directly in advisor workflows. ↗
FINBOURNE Technology reports that OMBA Advisory & Investments has run its agentic AI in live production for six months across daily investment operations, reducing operational burden. ↗
Preqin has partnered with RavenPack to make its private markets data and intelligence accessible within investors’ existing analysis workflows. ↗
PitchBook has partnered with Maywood to feed private-company data directly into Maverick, its proactive AI agent, giving dealmakers over 30 firmographic data points without manual lookups. ↗
6lock has joined the invite-only BluWave LP network as its only Verified Money Movement platform, connecting private equity firms and portfolio companies with vetted service providers. ↗
NEW CLIENTS
CAIS will support Schroders’ first US autocallable income ETF, assisting the asset manager market and distribute the fund to financial advisors. ↗
OFFICE & PERSONNEL
Qapita has seen co-founder and COO Lakshman Gupta relocate to San Francisco as the company opens a New York office. ↗
Validus Risk Management has appointed Amy McIver as Principal in its Fund Finance Advisory team. ↗
VENDOR RESEARCH & WHITEPAPERS
Dynamo Software has released its 5th annual LP survey, finding 63% of LPs and allocators plan to increase alternatives allocations, with automated data extraction and portfolio monitoring topping AI investment priorities. ↗
OneTrust has published a 2026 AI-Ready Governance Report finding 86% of organisations experienced at least one AI-related incident in the past year, yet only 27% slowed deployment as a result. ↗
Gain has published a Private Equity Value Creation Report spanning 43 charts and 12 case studies, analysing more than 15,500 global PE investments. ↗
AWARDS
Canoe Intelligence won Best AI/ML Solution for Data Extraction & Analytics at the A-Team Market & Alt Data Insight Awards USA 2026. ↗
AdvizorPro was named a 5-Star Technology winner in InvestmentNews’ annual awards, recognising its private wealth data and prospecting platform. ↗
