This Week’s Vendor News

NEW & UPDATED PRODUCTS

Allvue introduces Allvue University for partners to enhance its partner ecosystem. Allvue University is a new training program that provides knowledge of Allvue’s product suite and implementation processes to deliver positive results for joint clients. Upon completing each course and corresponding evaluations, partners earn digital badges that validate their subject matter expertise which can be displayed on marketing materials and professional platforms such as LinkedIn. Each partner delivery team is then assisted by Allvue’s Partner Success team with project support, technical training, and product insights on an ongoing basis. Allvue University for partners is composed of self-serve learning materials, instructor led bootcamps, hands-on workshops and practical examinations. ↗

73 Strings launches 73 Intelligence. This new platform integrates data extraction, portfolio monitoring, and valuations. By leveraging AI, 73 Intelligence consolidates structured and unstructured data, simplifies complex information and delivers real-time valuations while traditional valuation processes struggle to keep pace, which can result in high costs and slow decision-making. ↗

Anaplan unveils XL Reporting to unlock insights and streamline business processes. With XL reporting, users can seamlessly enable interactive financial reporting and analysis on company-wide metrics. XL Reporting enriches processes with real-time data access, reports, automated distribution, and end-to-end governance. Anaplan XL Reporting alleviates the inefficiencies of spreadsheets. Features of XL Reporting include: integration to multiple data sources, secure reporting processes, Interactive reports and Purpose-built for improved agility. ↗

SS&C launches FundCentre Fundraising. The FundCentre Fundraising solution is an integrated platform built to help users launch and close their next fundraise. Intralinks’ Fundraising solution automates marketing outreach, while giving users real-time visibility into their fundraising status. Features include the ability to: raise capital efficiently, share due diligence information with prospects, gauge investor interest levels through reports and streamline investor onboarding. ↗

Vestlane unveils platform updates that are designed to streamline AML workflows and adapt to changing regulations. First, it has upgraded the Risk Level + CDD page to bring all aspects of investor onboarding into one centralized platform. Vestlane now makes it seamless to 1 - Assign Risk Levels: Evaluate potential investors and related parties based on screening results, responses, and the organization’s risk methodology, ensuring compliance with AML regulations. 2 - Approval Workflows: Implement a 4-eye principle with reviewers and approvals, logging all actions for transparency and audit readiness. 3 - Private Workspace: This section remains completely hidden from investors, offering a secure environment for risk evaluations. Next, there has been a risk confirmation update for funds based in Germany and funds that market to German-based investors and it simplifies the onboarding process for semi-professional investors. ↗

Grata launches new filters in its Live Deals search. Now, users can filter for: 1 - The industry and geographical markets they are targeting, 2 - The EBITDA and revenue ranges they want, and 3 - Deals that are pre-market, active, verified, or new. ↗

Verity introduces platform updates for Q4 2024. These enhancements focus on simplifying daily tasks, clarifying research and data, and speeding up workflows. 1 - Verity redesigned the note list with customer views, quick edits and fast loading. 2 - Verity made the tearsheets more insightful with clear layouts, quick customization and focused content. 3 - Send notes to VerityRMS via email with advanced mapping. 4 - Better tag management with continued security master updates that are updated automatically, follow clear format, simpler display options and global coverage. ↗

DEAL ACTIVITY

Asset Class acquires Venturelytic, extending its capabilities in deal flow management & portfolio management. Venturelytic is a Netherlands based, investment management platform. This acquisition strengthens Asset Class’s ability to provide a seamless platform for investment teams, enabling GPs and fund managers to accelerate deal execution, improve portfolio performance, and streamline investor engagement, all within the Asset Class ONE platform. The acquisition will allow clients of Asset Class and Venturelytic to: 1 - Unify dealflow & portfolio monitoring – An end-to-end solution from sourcing deals to tracking portfolio KPIs. 2 - Automate reporting & investor engagement – Generate real-time insights for stakeholders, enabled with reporting and dashboarding capabilities. 3 - Enable collaboration across teams & investors – A shared workspace to engage LPs, co-investors, and portfolio company executives. ↗

PARTNERSHIPS & INTEGRATIONS

RepRisk ESG risk data now available for Bloomberg customers. RepRisk has integrated its data into the Bloomberg Terminal and Bloomberg Data License platforms. By making this data available on Bloomberg’s platforms, mutual clients now benefit from timely and actionable insights that support due diligence, risk management, benchmarking, quantitative investment strategies, and index construction. This collaboration allows Bloomberg Terminal users to access selected RepRisk metrics for public companies covered by the firm, while Bloomberg Data License subscribers can integrate RepRisk data into their workflows. ↗

Milemarker and FINTRX partner to provide improved integration for advisory firms. This partnership offers advisory firms the opportunity to streamline operations, access datasets, and drive growth through enhanced analytics. This collaboration will enable clients to drive adoption, improve workflow efficiency, and deepen client relationships using FINTRX's data. The partnership aims to solve challenges in the advisory world by managing fragmented data and scaling operations effectively. By integrating FINTRX data with Milemarker's platform, advisors can access insights and personalized strategies within their existing workflows. ↗

Factset teams up with Perplexity to bring a seamless integration of AI-driven insights and financial data. Perplexity users can now access FactSet's transcript and M&A data on Perplexity. This integration can help users analyze large datasets, uncover emerging themes, and streamline workflows. Key features of this partnership include: 1 - Access to both public web data and FactSet’s financial datasets for answers. 2- Leverage AI workflows to analyze and make sense of large data sets. 3 - Seamlessly link back to the FactSet Workstation. 4 - Open and flexible integration. ↗

Axos Advisor Services partners with iCapital to offer structured notes. With iCapital’s Structured Investment Platform, advisors have tools to design strategies that align with their clients’ goals. What is included in this partnership: 1 - A Centralized Platform: Explore and manage structured note options in one place. 2 -Custom Filters: Pinpoint structured notes that align with client-specific goals and risk profiles. 3 - Streamlined Management: Save time with an intuitive dashboard that simplifies oversight and integrates smoothly. 4 - Dedicated Support: Leverage resources backed by iCapital’s service and support. ↗

Finalis adds two new firms to its partner network. The first, Broadside Capital, is a Puerto Rico-based investment banking boutique and advisory firm offering capital solutions, investment opportunities, and strategic advisory services to corporate clients, high-net-worth individuals, and family offices. Next is Cambridge Wilkinson, a specialty finance and lender finance firm, that specializes in debt and equity capital raises and mergers and acquisitions advisory. ↗

OFFICE & PERSONNEL

Daniella Babilye started a new position as Head of People and Culture at Goji. Babilye has been with Goji since November 2022 and was previously the People and Culture Manager. Goji has also promoted Premal Vadgama to Head of Commercial. Vadgama has been with Goji since October 2020 as Director - Business Development. Before Goji, Vadgama worked in Business Development at Apex Fund Services. ↗

M Science adds three people to its management team. Cindy Floyd has been hired as the Global Head of Sales and Robert Mohan as Head of Account Services. As Global Head of Sales, Floyd will be responsible for all sales functions and marketing initiatives for the company. Floyd brings previous leadership experience, having spent 12 years at GLG, where she led the US Capital Markets business unit. While at GLG, Floyd oversaw sales and account management, client services, quantitative research, and live events. As Head of Account Services, Mohan will be responsible for overseeing client relationships for M Science. Mohan joins M Science after 18 years at Wellington Management Company, where he was a Managing Director. M Science has also promoted Spenser Marshall to Chief Information Officer. Marshall previously served as Chief Data Officer for M Science’s subsidiary, Sundial. In this newly created role, Marshall will oversee the entire technology organization at M Science, with a particular focus on leveraging artificial intelligence at the intersection of data and insights. Marshall has spent the past decade at M Science. ↗

LemonEdge appoints Michelle Kiernan as HR Director. Kiernan joins to lead LemonEdge’s people and talent team and brings over 20 years of HR leadership experience across a range of industries. ↗

Fernanda Contreras promoted to Vice President, Sales Manager at Preqin. Contreras, who has been at Preqin for seven years, has an understanding of client needs and market dynamics across the US and LatAm. Before joining Preqin in 2018, Contreras worked at Veritas Technologies as an Account Manager - LATAM. ↗

Preqin also promotes Frederik Ndou to the role of Vice President, Governance, Risk and Compliance Manager. Ndou has been with Preqin since May 2022 and was previously the Information Security Assurance Manager. ↗

InvestorFlow welcomes Tom Kade as Managing Director, North America. Kade will play a role in driving new strategies to expand InvestorFlow’s application suite for capital formation, capital deployment, and investor services. During the past 20 years, Kade has been a consultant to the private equity, private credit, and investment banking sectors, introducing solutions designed to enhance investment processes for firms including Intralinks, Datasite, Numerix, and Bloomberg. ↗

Broadridge hires Quentin Limouzi as its new Global Head of Post-Trade. With over two decades of leadership experience in the front office space and across enterprise transformation programs, Limouzi lead support for clients with navigating global regulatory mandates and extracting value from new technologies to optimize operations. Limouzi brings previous experience from his prior leadership and senior executive roles with London Stock Exchange Group, TS Imagine (formerly TradingScreen), HSBC, and BNP Paribas. ↗

Daappa announces Chetan Agarwaal, CEO of OneNexus Outsourcing Services, as new Strategic Advisor. This partnership aims to accelerate daappa’s growth and enhance its capabilities to deliver cloud-native solutions to its global client base. In this role, Agarwaal will provide strategic guidance on initiatives for daapa that include: 1 - Advising the leadership team on market strategy, and business alignment. 2 - Supporting the transition of daappa’s platform towards a cloud-native architecture. 3- Enhancing product development processes to ensure scalability and market competitiveness. 4 - Driving targeted market expansion, with a focus on India as a key growth region. 5 - Supporting talent optimisation and alignment to ensure readiness for growth objectives. ↗

Rui Guerra is the new Head of iCapital’s Management Team Portugal. This is in addition to his role as Head of International Corporate Finance. Vanda de Jesus, the previous Head of iCapital’s Management Team Portugal, is continuing at the company in her new role as a non-executive director. Guerra has been with iCapital since July 2022 and was previously a Managing Director at Banco Finantia for more than 15 years. ↗

CAIS promotes two people from its marketing team. Alex Cavalieri is the new Managing Director, Chief Marketing Officer and Jenny Kaskel is now Vice President Marketing. Both have been with CAIS for around two years. ↗

Holland Mountain welcomes Rima Hussain as an HR and People Lead. As part of the Operations team, Hussain will play a role in attracting and supporting new talent - helping drive the growth of Holland Mountain's Professional Services and Data Solutions teams. ↗

Erick Jarquin is the new Manager, Fund Management at Yieldstreet. Before joining Yieldstreet, Jarquin was at Allen & Company for over four years and also spent four years at PwC. ↗

Sander Keulen is Position Green's newly appointed Managing Director for Benelux. Keulen, who brings over a decade of experience in sustainability, including biodiversity and nature-related risk management and private equity, now heads Position Green's regional expansion. Until recently, Keulen was the Director Global Business Development at NatureMetrics. ↗

Marianela Hoz de Vila takes on new role as the Head of Wealth Management Analytics at MSCI. Hoz de Vila's focus will be on leveraging technologies to enhance personalization, transparency, and efficiency in wealth management. has been with MSCI for the last six years and was previously Director of Asset Management Analytics Solutions Sales. ↗

VENDOR RESEARCH & WHITEPAPERS

Altvia has a new blog, "Five Factors to Consider When Choosing Private Equity Investor Relations Software". Altvia feels that Investor Relations might not always take center stage in private equity, but it serves as the backbone of a firm’s credibility, transparency, and growth. In this blog, Altvia walks readers through five factors that can help them choose the perfect private equity IR solution. ↗

Apliqo has a new blog, "4 ways FP&A software can enhance investor communications". Apliqo states that the world of investor communications has changed dramatically over the past decade with investors demanding more transparency, better forecast accuracy, and real-time insights that can be used to make smarter investment decisions. Additionally, FP&A software has become indispensable - allowing teams to deliver sophisticated financial narratives while maintaining accuracy and compliance. In this article, Apliqo examines what this looks like in practice and offers some advice as to how companies can use a suite of solutions, like Apliqo, to improve their overall investor relations. ↗

ListAlpha has a new blog, "Top CRM Features Private Equity Firms Need in 2025 to Stay Ahead". ListAlpha feels that private equity-tailored CRM solutions have emerged as a vital tool for private equity firms. In this blog, ListAlpha goes over 5 features of a CRM that private equity firms should be looking for in 2025. ↗

Nth Round has a new blog, "5 Signs It’s Time to Upgrade How You Manage Your Cap Table". In this blog, Nth Round has put together a list of five signs it’s time to rethink your approach to cap table and shareholder management. Nth Round feels that recognizing these five signs is the first step toward building a more efficient and reliable approach to cap table and shareholder management. ↗

AWARDS

Dialllog has been recognized by CEO Review as a leader in CRM solutions for corporate finance firms. ↗