This Week’s Vendor News

NEW & UPDATED PRODUCTS

SimilarWeb has launched SAM, its new Sales AI Module. The Similarweb Sales AI Module (SAM) brings digital intelligence insights into a salesperson’s daily workflow. SAM uses unique data and AI to craft an outbound message, which in turn can help users close more deals. In addition to messages, SAM can complete account research, can help identify new opportunities and is easily generated in your existing workflow through the Chrome Extension and available integrations with Salesloft, Outreach, HubSpot, Gmail, and Google Calendar. ↗

G2 has introduced Monty for Data Solutions, an investors’ AI Assistant for market insights. Available now in Alpha, Monty for Data Solutions aggregates data on customer perceptions of products in the market landscape to help investors make informed decisions and gain valuable insights for their investment strategies. ↗

FactSet has launched its latest GenAI advancement, Portfolio Commentary. Key features of this new portfolio analysis solution: 1) Deep Understanding of Relative Performance. 2)Key Company Drivers. 3)Direct Source-Linking. 4) Streamline Stakeholder Communication. Powered by LLMs, Portfolio Commentary reduces the challenging, time-consuming, and nuanced process of writing attribution summaries manually. Instead, with the click of a button, users can generate baseline and source-linked portfolio commentary for any attribution report in approximately 30-60 seconds. ↗

Grata has launched its latest product, Market Research. Grata Market Research provides instant, bespoke market insight derived from near-comprehensive company coverage. Grata's Market Research provides deal data, comps, and custom markets powered by AI. This data helps quantify fragmentation, market share, M&A opportunities, and competitive dynamics. With this new product, Grata aims to democratize access to critical investment data and insight. ↗

Pitchbook has launched Capital Pool, its latest newsletter designed to provide insights into the world of LP decision-making. Capital Pool provides weekly commentary on what's driving LP decision-making, with senior reporter Jessica Hamlin. ↗

Inex One has launched the newest feature on its platform, Workspaces. Users can now invite 3rd parties to collaborate on projects, like their end-client, portfolio companies, or consultants. ↗

Canoe Intelligence has released the newest enhancement to its core Intelligence platform, the Activity Summary Email Alert. Now available to all Intelligence users, the Activity Summary Email alert provides a detailed summary of upcoming transactions over a forward-looking period, keeping clients up to speed by delivering a regularly scheduled email digest. ↗

CAIS has unveiled several new platform enhancements from the month of April. First, is the ability to export bespoke structured Note Holdings reports to better review client allocations from the CAIS Platform. This new PDF reporting functionality may help users have easier conversations and provide more transparency when reviewing structured notes. Next is structured investments redemption notifications so advisors can receive automated notifications from the CAIS platform to alert them of upcoming call- and maturity events for their structured notes, detailing key note terms and performance information. Redemption notifications may help advisors stay up-to-date on reinvestment opportunities. Next, static return and redemption level for structured notes, to observe a hypothetical illustration of a note’s payment at maturity based on the subject underlier(s) closing level as of the date listed on the platform. There is also home office approver view, accepted custodians view on fund pages, “In-Good-Order” notifications and fund wire status and lastly, personalized, configurable pre-trade views. ↗

Verity has introduced the latest feature in its AI-powered Earnings Call Insights, the concept of Challenging Exchanges. This feature directs users straight to the most vital and debated topics discussed during any earnings call. In a challenging exchange, an analyst is likely to be more negative, skeptical, or pressing in tone, and management is more likely to be defensive or evasive. Beyond knowing that a challenging exchange occurred, Verity also wants to know what topics the challenging exchange covered. By mapping these challenging exchanges to topics, users can identify areas worth investigating more closely. ↗

Beauhurst's new industry classification system is now live. With this update, Beauhurst has enabled its users to search across the entire UK economy, with 225 industries and 4.6m companies classified. Beauhurst now delivers over 70x the coverage compared to before this update. By expanding its classifications, Beauhurst company data now reflects the whole economy as it is in 2024. ↗

Exchangelodge has provided a sneak peak at its updated Port Co Data Exchange. Here are three ways that Exchangelodge can help improve and streamline your current processes: 1) Facilitate flexible data collection via self-service, on-screen forms. 2) Automate validation and review of data coming from your Port Cos. 3) Integrate data seamlessly across your ecosystem to power value creation planning, investment valuations, analysis and reporting. Exchangelodge's goal is to alleviate pain points associated with manual data collection, validation, and integration that are prevalent across the Private Markets ecosystem. ↗

Tactyc has launched new KPI updates on its platform. Now users can: select reporting period in KPI Requests, which is helpful when you want to request data for past reporting periods. There are also analytics on KPI Requests; navigate to view analytics to see the performance of KPI requests. Users can also view collected KPIs in the multi-fund view and bulk update KPI configurations with a few clicks. ↗

OneTrust has refreshed 5 of its regional websites. These updated, location-based websites ensure that users across DACH, France, Spain, Latam, Italy, and Brazil can enjoy a more engaging and relevant online experience. ↗

WealthBlock has launched its newest feature on its platform. Users can now review the investment amount entered by an investor on the Engagement page, even if they do not complete the Investor Flow. ↗

DEAL ACTIVITY

S&P Global has successfully completed its acquisition of Visible Alpha, creating a offering of fundamental investment research capabilities on S&P Global Market Intelligence's Capital IQ Pro platform. Visible Alpha will be operated within the S&P Global Market Intelligence division. S&P Global announced its agreement to acquire Visible Alpha in February 2024. ↗

iCapital completes acquisition of Mirador. This acquisition, first disclosed in April, enhances iCapital’s investment data management and consolidated financial reporting capabilities and further expands its suite of technological solutions for wealth management advisors and their clients. Joseph Larizza, former CEO and President of Mirador is joining iCapital as Managing Director, Head of Data Solutions, and will lead the integration of Mirador’s data aggregation and reporting capabilities onto iCapital’s platform. Additionally, more than 180 former Mirador employees have joined iCapital as part of the transaction. ↗

PARTNERSHIPS & INTEGRATIONS

SESAMm has launched its ESG Controversy Alerts Data on Snowflake Marketplace. This integration will enable joint users to access SESAMm’s data lake with 25 billion documents, consisting of five million public and private companies, and across multiple languages. SESAMm is using Snowflake to help joint customers make informed business decisions by: evaluating target companies' viability and sustainable behavior, monitoring portfolio companies for ESG controversies and conducting ESG risk assessments of partners, suppliers, or companies of interest. ↗

Attio has integrated with Hightouch, so users can now leverage complete user and product data inside Attio. By integrating Attio with Hightouch, users will have the right tools to build systems that automate signals for things like: identifying PQLs, reducing churn, tracking invoices, obtaining detailed insight into every user and keeping your team on the same page. ↗

OneTrust and Adobe are partnering together to allow marketers and data stewards to accelerate first-party data strategies. This partnership will benefit users by: 1) Enriching customer profiles and deepening their understanding of customer behavior and interest by collecting and storing customer-provided preferences. 2) Delivering personalized experiences at scale using audience segments built on first-party data and consent. 3) Adhering to data privacy requirements, build trust with customers, and minimize disruption to marketing workflows with automated consent management. ↗

Wendel Group has strategically partnered with 73 Strings to elevate its portfolio monitoring capabilities. Using 73 Strings’ platform will provide Wendel with: automated unstructured data collection, centralized portfolio data and streamlined reporting. ↗

The Citco Group of Companies has announced the signing and onboarding of ATLAS SP Partners, a provider of structured and asset-backed credit to institutional borrowers and institutional investors. Citco will provide operational loan and bond accounting as well as administration services for its balance sheet and fund products. ↗

Nordwind Growth, a German PE firm specialising in DACH-based B2B software companies, has chosen Sourcescrub as their deal sourcing platform. Nordwind Growth will be leveraging Sourcescrub’s 2-way CRM integration to ensure they are automatically keeping Dynamo up to date with accurate, reliable, and actionable information. Through this integration, Nordwind Growth is able to see which upcoming conferences have the largest presence of existing target accounts in their CRM, to easily prioritize which events to attend and also find interesting companies in the attendee lists of conferences they did not attend. ↗

Vestberry has announced its new client is ETF Partners, a European sustainable investment firm. By implementing Vestberry's portfolio intelligence software, ETF Partners aims to: make data and information more accessible across all teams, ensure the information is pulled from one place in the same version for all users and automate the reporting process to streamline their investment decision-making process. ↗

Prometheum Capital has selected Broadridge or back-office solutions as the firm prepares to launch its full-suite of custody, clearing, and settlement services for digital asset securities. Prometheum will deploy Broadridge’s Shadow Post Trade Processing Solution and Business Process Outsourcing solutions. Prometheum will also use Broadridge’s capabilities that include bookkeeping, trade capture, reconciliations, regulatory reporting, and more. ↗

Kaleido Privatbank AG has chosen Atfinity for automating and orchestrating their KYC and onboarding processes. Kaleido Privatbank AG is a boutique private bank in Zurich. ↗

OFFICE & PERSONNEL

Kroll has welcomed its new Chief Marketing and Communications Officer, Karen Laureano-Rikardsen, and Chief Operating Officer, Jennifer Huntington. Before joining Kroll, Laureano-Rikardsen was Chief Communications Officer | Chief Marketing Officer at Cantor Fitzgerald and has also spent time at Credit Suisse, CRT Capital and Dresdner Kleinwort Wasserstein. Huntington was most recently Director, Worldwide Professional Services, Business Services & Modernization at Amazon Web Services. ↗

Kroll has also appointed Jennifer Huntington as Chief Operating Officer. In this role, Huntington will oversee Kroll’s global business operations and technology function to drive greater consistency, discipline and operational excellence across the firm’s professional and corporate shared service capabilities in support of Kroll’s growth strategy. Huntington joins Kroll with more than two decades of experience leading global business operations for organizations across the professional services and technology industries. Most recently, Huntington served as the Director of Business Services and Modernization at Amazon Web Services where she was responsible for the strategy, operations and systems for the AWS Professional Services business, ProServe. ↗

Carlos Pitanga has been appointed as the new Global Managing Director of ERM CVS. Based in the US, Pitanga will lead the next evolution of ERM CVS’ growth agenda and services innovation to support global companies in assuring, verifying and certifying their sustainability and business continuity focused programs, systems and data disclosures. He brings more than 25 years of international experience in this space. Pitanga joins ERM CVS from BSI, where he held several regional and global roles. ↗

ERM has also introduced three other additions to the company. Guido Alfani is now a Partner at ERM. Until recently, Alfani was Head of Southern Europe, Climate Solutions at South Pole. Belinda Morgan is a Principal Consultant (Impact Assessment). Elke Soumillion is a Consulting Director | Team Leader Corporate Sustainability & Climate Change BE & NL at ERM. Soumillion has been with ERM for the last nine years. ↗

SimilarWeb has introduced Susan Dunn as its new CRO. Dunn, who spent 32 years at NielsenIQ, will be leading Similarweb's GTM team to achieve new milestones while delivering value to its global customers and deepening customer relationships. ↗

Globacap has appointed Brian Schwieger as Chairman. Schwieger currently holds a variety of non-executive director and advisory roles, including as Chair of the Board of wealth tech platform, Wealthkernel. With a background in financial services, Schwieger brings over 30 years capital markets and investment banking experience to this new role.  ↗

IQ-EQ has announced the promotion of Jacques Vermeulen to the role of Chief Commercial Officer for the United Kingdom. Vermeulen brings 20 years’ commercial experience to the position, 15 of which have been with IQ-EQ. ↗

Tactyc has welcomed its newest team member, Shane Ruffing. Ruffing, who until recently was a Product Specialist at FactSet, is now a Senior Customer Success Manager at Tactyc. ↗

Andy Pierce has started a new position as Senior Product Manager, Financial Data & Analysis at AlphaSense. Until recently, Pierce was a Product Manager at Green Street. He also spent over seven years at S&P Global Market Intelligence. ↗

Dealstack has introduced its new Client Relations Manager, Emelie Hager. Having previously worked as an Associate at Baker McKenzie, Hager brings a blend of legal expertise and client service focus to her new role. ↗

Jovian Chen has joined Standard Metrics as a Customer Success Manager looking after Private Capital clients. Chen has 8 years of experience in customer success and over 5 years working in private markets. Chen previously held roles at OneSchema and Affinity, where she was a Strategic Customer Success Manager. ↗

Andrew Frost is now Head of Sales, UK at IQ-EQ. Frost has been with the company since 2015 and previously held an Executive Director role. ↗

Acuity Knowledge Partners has named Doug Bowers as a Senior Advisor – Banking, with a primary focus on North American banking institutions. In his new role, Bowers will advise clients on various initiatives designed to make banks more effective and efficient. He will report to Damian Burleigh, Chief Revenue and Marketing Officer at the company. ↗

RelPro has announced the newest members of its growing team. Viswanath Kodukula has joined RelPro as a Data Scientist and Sondra Vidal has joined as an Account Executive. ↗

Aidan Bolsinger is the new Manager, People Operations & Compliance at AlphaSense. Bolsinger joins the company from Vacasa where he was Director of HR Operations. Additionally, Lilly Wald has started a new position as Assistant Accounting Manager at AlphaSense. Before joining AlphaSense, Wald was a Senior Corporate Accountant at Noom. ↗

Allison Gormley has started a new position as an Implementation Associate at Ontra on the Product Operations team. Before joining Ontra, Gormley was an Executive Assistant at SourceAmerica. ↗

Alto has announced its latest employees who have been internally promoted. Rika Putri is a Lead Designer, Tanner Borum is a Senior Product Manager, Brian Allemana is a Principal Engineer and Zoe Liu is a Senior Product Manager. ↗

Forge is now live and open for business in Europe. With the launch of Forge Europe, the company hopes to build out its presence and growth in the European market. Forge has partnered with Deutsche Börse for this expansion into Europe. ↗

Sascha Vorenberg has started a new position as Operations Support Specialist at Drooms. Vorenberg has been with Drooms since 2020 and was previously a Customer Service Manager. ↗

Katishi Maake is MergerMarket's newest M&A reporter based in New York City. Before joining MergerMarket, Maake was a Senior Reporter at the Morning Brew. ↗

Holly Crystal is the new Associate Director of Business Development at SS&C Technologies. Before joining SS&C, Crystal was an Account Executive - Clinical Partnerships at Greenspace Health. ↗

AlphaSense has announced six new additions & promotions to the company. Shauna McCaffrey was a Senior Sales Development Representative and is now a Product Specialist. Julia Rindborg is a Customer & Product Support Associate. She was previously at Dialectica. Naveen Aiathurai is a Technical Lead Manager - Vector Search and he was previously at OSlash. Riddhi Paretkar has been with AlphaSense since 2021 and is now a Senior QA Automation Engineer. Vedasree Ravankoul is a Content Onboarding Analyst and Zachary Rubin is an Associate, Customer & Product Support. ↗

VENDOR RESEARCH & WHITEPAPERS

Private Equity Info has a new blog, "Private equity returning to platforms, with greater efficiency". This blog explains several trends that PEI has been observing in its data and hearing in the marketplace. ↗

Holland Mountain has a new blog, "Driving System Adoption: 10 Best Practices for Private Markets Firms". Holland Mountain feels that one of the primary reasons for a failed management of a system is the lack of engagement and buy-in from key stakeholders, which results in firms missing out on potential efficiency gains from their technology investments. To help your firm avoid this, in this blog Holland Mountain has summarized 10 best practices to increase system adoption. ↗

Apperio has a new blog, "How to evolve beyond using spreadsheets to track your legal spend". In this blog, Apperio explains why it feels that the traditional spreadsheet has its place in history and modern tech is the only way to get a handle on legal spend management. ↗

SS&C has a new blog, "Transforming M&A Strategies: The Pioneering Role of NLP". This blog outlines some research from finance scholars that explore how NLP could be, and is, redefining the M&A landscape. ↗

Fundcount has a new blog, "Family Office Planning for Performance in the Real World". One key takeaway from this blog is that a massive wealth transfer is coming, and family offices need to upgrade their technology to handle the complexities of managing this influx. ↗

Apex Group has a new blog, "Third-party AIFMs: Indispensable partners". This blog explains why these service providers offer not only the necessary knowledge but also the regulatory compliance required to operate in infrastructure investment. ↗

AWARDS

Datasite has received gold recognition in the Innovation in Technology Development - Financial Services category at the 11th annual Asia-Pacific Stevie Awards. More than 1,000 nominations from organizations in all 29 markets across the Asia-Pacific region were considered in this year’s program, which recognizes workplace innovation. ↗

Winners from the A-Team Group Innovation Awards 2024 have been announced.
Winners from our Vendor Profiles database includes:

Most Innovative Alternative Data Solution for Trading & Analytics - S&P Global Market Intelligence
Most Innovative Data Governance Initiative - Arcesium
Most Innovative ESG Data Solution - Bloomberg
Most Innovative Use of AI in an Enterprise Data Management Initiative - Canoe Intelligence
Most Innovative Data Orchestration for Regulatory Reporting - Nasdaq
Most Innovative Regulatory Compliance Monitoring / Management - S&P Global Market Intelligence
Most Innovative ESG Regulatory Reporting Solution - Worldfavor

Congrats to all the winners! ↗

TrustQuay has won the Fintech Award 2024 at the 6th annual Digital Jersey Tech Awards. ↗

The Winners of the 11th Annual Family Wealth Report Awards have been announced.

Winners from our Vendor Profiles database include:

Consolidated Reporting - Addepar
CRM System - Altvia
Onboarding - Canoe Intelligence
Portfolio Management - SS&C Black Diamond Wealth Platform

Congrats to all the Winners! ↗