This Week’s Vendor News

NEW & UPDATED PRODUCTS

InvestorFlow launches Relationship Intelligence module. InvestorFlow’s Relationship Intelligence module collects, calculates, and finds relationship intelligence from emails, calendars, and proprietary relationship data systems, providing insights throughout front-office workflows. It synthesizes email interactions, relationship connections, and external market data to identify and engage the right stakeholders. Key features include: 1 - Interaction mining that automatically generates relationship scores and engagement status alerts. 2 - Integrated data partnerships with firms like PitchBook, Preqin, and Equilar. 3 - Internal relationship discovery that identifies existing connections across organizations. InvestorFlow Relationship Intelligence can help strengthen investor loyalty, and accelerate both fundraising and deal execution. ↗

Canoe Intelligence unveils Canoe Pro Tech: Asset Data PrimePlus in partnership with Prime Buchholz. This new Canoe Pro Tech solution enhances how investment teams monitor and analyze private market exposures. A fully managed integration ensures documents and data flow from Canoe to PrimePlus, where the data is reconciled and enriched, and then transformed into visualizations backed by Prime Buchholz. This strategic integration enables institutional investors, family offices, wealth managers, and other investors to convert unstructured portfolio company data into actionable intelligence, reducing the time required for exposure analysis and portfolio monitoring. New Canoe Pro Tech solution transforms how investment teams monitor and analyze private market exposures. Key capabilities of the partnered solution include: 1 - Total portfolio exposure analysis across sectors, industries, and regions. 2 - Fund-specific insights with portfolio company tracking. 3 - Cross-fund exposure monitoring and risk assessment. 4 - Integrated source document access and custom reporting. 5 - Automated data validation and enrichment. In addition to PrimePlus analytics, Prime Buchholz’s team will provide implementation support and own the ongoing management of data transfers for the partnered solution. ↗

Verity launches new Incentive Compensation Dataset. Verity's Incentive Compensation Dataset is designed for investors who want more than just data, they want differentiated investment insights quickly. The value of VerityData’s Incentive Compensation Dataset is in how much time it saves investors and the differentiated insights it helps generate. Here are a few ways firms can streamline their research and idea generation: 1 - Company deep dives & investment thesis alignment. 2 - Differentiated idea generation. 3 - Proxy voting & shareholder activism. 4 - Pay-for-performance alignment. 5 - Peer benchmarking. ↗

Novata unveils its Regulatory Navigator. Novata’s Regulatory Navigator is a free tool that helps users see which sustainability regulations apply to their business. With Regulatory Navigator, users can: 1 - find regulations, 2 - stay ahead of compliance and 3 - take action. ↗

TheCapitalNet introduces two new features for deal flow on its platform. 1 - Deal Structure Simulator: Whether it’s equity, convertible notes, or SAFE, users can now run multiple versions of a deal structure, analyze the numbers, and see what’s in it for them as an investor, all in one place. 2 - Enhanced Smart Term Sheet Builder: The term sheet builder now syncs seamlessly with the deal structure, allowing users to: share with collaborators and founders, redline, accept, or reject terms and finalize & send for e-signatures via DocuSign. These new features allow for efficiency and a single source of truth for deal-making. ↗

Gain.pro launches Lenders on its platform. The Lenders feature offers insights on: 1 - Which lenders, companies and sponsors partner together, 2 - Lender activity across industries and geographies and 3 - Individual credit financing terms. This new feature helps to increase capital flow and enhance transparency. ↗

Attio unveils new platform updates. First, Attio made an update to its Outreach integration. Users can now run sequences directly from record pages and quick-action menus. Click Add to sequence to manually add prospects to a sequence, or bulk-add multiple prospects by selecting Outreach from a view in Attio. Additionally, all attribute tags now have consistent colors to meet AA accessibility on dark and light modes, ensuring improved readability. ↗

Similarweb releases product updates from the last month. The first is a keyword list homepage revamp. Keyword lists allows users to analyze overall search volume, traffic performance, trends, and changes. With the new homepage, managing keyword lists can be intuitive. It allows users to: 1 - Create, filter and edit lists with one click, 2 - share lists with all users in one account, 3 - See stats at a glance. Next, Similarweb has added Universal Rank to its Rank Tracking report. Similarweb has also added weekly email alerts to provide a summary of a share of search and key changes in ranking trends. Users can now add annotations on any chart within Rank Tracker. Next, Similarweb introduced an ‘All Traffic’ view when analyzing segments within marketing channels and its expanded its contact database by integrating a new provider. Lastly, Sales Intelligence has revamped the sidebar quick view . ↗

DEAL ACTIVITY

Kroll expands in Latin America with talent acquisition of Global Project Strategy. This move enhances Kroll’s current capabilities in Spain and Latin American markets, as well as globally, in international arbitration and dispute resolution; specifically, infrastructure, construction, energy and financial arbitrations, delay analysis, quantum computing, and expert witness services. Joining Kroll as Managing Directors in Bogota and Miami are GPS co-founders, Bernardo Gamboa Castilla and Carlos E. Sosa. Additionally, professionals based in Colombia, Panama, US and Venezuela will join the more than 300 professionals that Kroll already has across Latin America. ↗

PARTNERSHIPS & INTEGRATIONS

SEI launches SEI Strategies with Capital Group. The global investment providers have expanded their strategic partnership to launch the all-ETF model portfolios. SEI Strategies is a new lineup of model portfolios that complements its existing suite of core solutions for investor portfolios. The new models are comprised entirely of exchange-traded funds, combining SEI’s strategic approach to asset allocation and portfolio construction with Capital Group’s ETFs. The new portfolios, offered in a unified managed account framework, provide flexibility to combine strategies and manage both geographic exposures and tax sensitivity. ↗

Alkymi leverages Google Cloud to enhance data workflows for investment managers. By integrating Google Cloud's infrastructure and technology, which includes GeminiAI models, Document AI, and agentic AI, Alkymi will deliver seamless cloud migration, operational efficiency and industry solutions for financial firms. Alkymi is launching its first Google Cloud deployment in Damman region in Saudi Arabia, leveraging Google Cloud Sovereign Controls by Partners to meet the region's data security, privacy, and compliance requirements. Alkymi's new multi-cloud support offers clients flexibility and expands Alkymi's global reach, enabling financial firms worldwide to deploy mission critical workflows on the platform. Alkymi's clients will also benefit from air-gapped deployments, SOC2 compliance, and horizontal scalability to handle their workflows. ↗

Rio AI and One.Five Partners form strategic partnership to drive sustainability across Africa. By combining Rio’s technology with One.Five Partners’ local knowledge and network, this collaboration will: enable businesses to navigate evolving regulatory landscapes, enhance investor confidence and unlock new opportunities for sustainable growth. By leveraging Rio’s sustainability accounting tools, businesses across Africa will gain access to audit-ready sustainability data, real-time carbon tracking, and AI-powered insights to drive efficiency and compliance. ↗

Web traffic data from Similarweb is now available on Exabel. Similarweb's ‘Web Performance’ dataset is now available to investors via Exabel. Similarweb’s dataset is updated daily on the Exabel platform, offering real-time insights and up to five years of historical data. By integrating this dataset, Exabel helps investment teams analyze web traffic trends in conjunction with card transactions, app and foot traffic, discounting patterns, and more. This enables the creation of KPI predictions and monitoring of performance trends. ↗

Obra Capital partners with iCapital. Through this partnership, Obra's suite of strategies will be available on iCapital's marketplace. ↗

FactSet is now on Databricks Marketplace. This collaboration eliminates complexity for mutual clients. By integrating FactSet’s financial content natively into Databricks’ platform, this enables direct access to FactSet's data without the ETL processes. That means clients can spend less time on data prep and more time focused on analysis and delivering insights. ↗

Dealstack recently collaborated with Rivean Capital, helping them digitize their capital structure, including a management incentive program, for one of their portfolio companies. Outcomes from this partnership include: 1 - Automated workflows replaced time-consuming manual processes. 2 - Transparency gave stakeholders real-time access to ownership data. 3 - MIP transactions automatically update the broader capital structure, providing clean data. ↗

Maple partners with Attio to helps teams manage complex deal cycles. Maple is a revenue automation platform that streamlines contract creation, approval workflows and downstream billing. By integrating with Attio, Maple enhances RevOps capabilities by automating processes such as pricing approvals, contract generation, and quota tracking. The automation of pricing and approval workflows, allows for real-time data synchronization and allows for streamlining contract and quote generation. Additionally, this integration leads to the automation of deal desk workflows and deal data remaining up to date, reducing the risk of outdated information. ↗

Lunate engages SS&C to help power Ghaf Benefits Fund platform. Ghaf Benefits is an alternative end-of-service benefits fund platform dedicated to enhancing workplace benefits for private sector employers and employees in the UAE. Lunate has appointed SS&C for administrative services and as its primary technology provider. SS&C is responsible for managing the platform’s technological infrastructure and bilingual call center operations. ↗

SS&C has also been selected by ARS to support its suite of guaranteed income products. ARS' guaranteed income products will now be available to recordkeepers on SS&C's Retirement Income Clearing & Calculation Platform, which enables connectivity between recordkeepers, plan providers, product providers, advisors and participants in the retirement income market. ↗

Pitcairn adopts the SUBSCRIBE platform to streamline fund operations. Pitcairn is a multi-family office established in 1923, that manages over $9 billion in aum for 125 families. Partnering with SUBSCRIBE enhances Pitcairn's digital infrastructure, allowing them to streamline operations. Choosing the SUBSCRIBE platform will allow Pitcairn to leverage digital investor onboarding, fund subscription, transfer, and redemption transactions, as well as custodian integration, automated post-trade reporting, and document centralization. ↗

Northern Trust selected by Bayer | Crop Science to act as one of its providers for the digital lifecycle management of the Bayer Carbon Program. The Northern Trust Carbon Ecosystem is now supporting transactions and custodian functions for Bayer’s Voluntary Carbon Credits program. A part of Bayer’s carbon credits inventory has been recorded on The Northern Trust Carbon Ecosystem, a digital platform for the end-to-end lifecycle management of digital carbon credits. Northern Trust’s capability has allowed Bayer to directly link the US state of origin as well as the vintage year to the digital verified carbon credits. ↗

OFFICE & PERSONNEL

Affinity adds new Chief Technology Officer, Rebecca Campbell. Campbell will be responsible for helping to grow the business and ensuring that Affinity's tech stack and systems are up to date. Before joining Affinity she was the SVP of Engineering at the digital collaboration platform, Mural. Campbell also spent more than 5 years as VP of Software Engineering at New Relic. ↗

BlueFlame AI welcomes Matthew Keep to the company. Keep, as BlueFlame's first Product Strategist, Keep will be responsible for defining product strategy for private equity clients, engaging BlueFlame’s platform as the company adds new features and expands its product portfolio. Keep joins BlueFlame from Recognize Partners, a private equity firm focused on investing in digital services businesses. At Recognize, Keep helped deploy the firm’s inaugural fund and played a role in evaluating investment opportunities across thematic focus areas. Prior to Recognize, Keep was an investor at Audax Group, a middle-market private equity firm, where he invested in healthcare and technology companies. ↗

Rudolf Weder joins the IQ-EQ team as a Client Director, based in the Cayman Islands. With over 15 years’ experience in the financial services industry, Weder has overseen services for both open and closed ended funds, while also leading various administration and accounting teams. Working with IQ-EQ's Cayman Islands team, he will oversee a portfolio of clients engaged for various services including independent directorships, AML officer appointments, registered office services and fund administration. ↗

Qashqade welcomes Jeff Cree to the company as its new Head of Business US. Cree is also currently the Managing Partner & CEO of Atlantic Gulfstream Partners, where he leads the firm in driving a compressed roll-up strategy. ↗

Altvia introduces three new team members to the company. Haley Weis joins Altvia as an Area Vice President, bringing prior experience in private capital. CJ Foley is the new Controller, bringing 15 years of accounting experience, including the last four years at a tech startup. Annie Eissler joins Altvia as Chief Marketing Officer, bringing 20+ years of B2B technology marketing leadership experience, including the last five years at AlphaSense and Sentieo. ↗

Balentic's ORCA is now live in Germany. LPs from Germany can now use the ORCA platform for their alternative investments in order to: find co-Investments, reduce meetings, emails, phone calls, increase transparency and enhance decision-making. ↗

VENDOR RESEARCH & WHITEPAPERS

BeyondM&A has a new blog, "Integration Challenges: Why a Newly-Acquired Firm Refused to Integrate". This blog highlights the importance of thorough due diligence before integration. Failure to do so can lead to outdated technology, prolonged integration timelines, and a fractured working relationship that lingers beyond the acquisition. ↗

Nth Round has a new blog, "How to Go Digital & Future-Proof Your Cap Table". In this blog, Nth Round goes over four reasons why traditional cap table management falls short and concludes by stating that cap table modernization is a necessity for companies that want to operate with clarity, efficiency, and strategic foresight. ↗

Dasseti has a new blog, "How ESG Data Improves a Company’s Valuation: Three Key Examples". In this piece, readers can discover how integrating ESG data in climate risk, employee retention, and board diversity can enhance a company's valuation and competitive positioning. ↗

Grata has a new blog, "M&A Data Insights: Annual Activity and Key Figures". In this piece, Grata explores M&A statistics and sectoral shifts and offer projections to help dealmakers navigate their business landscape. ↗

LemonEdge has a new blog, "Excel, Evolved: Bringing Spreadsheets into the Future with Automation". LemonEdge feels that the value of Excel is undeniable. In this blog, LemonEdge explains why the nature of excel brings risks and inefficiencies for firms looking to manage a single-source-of-truth. ↗

AWARDS

MSCI Named Best Index Provider at the SRP Europe 2025 Structured Products and Derivatives Awards. ↗

The Winners from the 9th Annual FinTech Breakthrough Awards program have been announced. Winners from our Vendor Profiles database include:

Canoe - Best Alternative Investment Platform
Titanbay - Best Private Market Investment Platform
Charles River - Best Institutional Investment Solution
Coterie - Best InsurTech Company
iCapital - Best DeFi Asset Management Solution
Cygnetise - Best Use of Blockchain in FinTech

Congratulations to all the Winners! ↗