This Week’s Vendor News

NEW & UPDATED PRODUCTS

Apperio launches BillClear. BillClear is a new product that helps law firms handle compliance checks before invoices land in an inbox. Law firms can now review and adjust invoices against custom billing guidelines – catching and correcting any issues before full submission. Since Apperio has a real-time connection to law firm data, users get visibility into Work in Progress and billing details as they happen, not just when the invoice arrives. When potential issues arise – whether it's a rate discrepancy or a guideline violation – they're flagged and sent to the law firm through BillClear upon initial invoice submission. This real-time approach means: 1 - issues are caught and corrected early, 2 - manual compliance checks become unnecessary, 3 - invoice rejections drop, 4 - approval cycles speed up, 5 - both sides save valuable time, 6 -vValue goes up for both sides and 7 - better working relationships. ↗

Broadridge enhances multi-asset post trade processing with new GenAI-powered analytics on its platform. This new GenAI-powered functionality enables users to generate insights and visualizations directly from their trade data using natural language, eliminating the need for data migration. This new feature, part of Broadridge’s OpsGPT, leverages generative AI and natural language interactions to supply instant reports, data visualization and generated summaries in an intuitive and user-friendly interface. A benefit of the new feature is its ability to reduce reliance on manual reporting, replacing it with an AI-driven analytics tool that supports multiple languages, including English and Japanese, with plans for Chinese in the near future. ↗

SUBSCRIBE launches universal investor passport: a turnkey fund onboarding solution for private fund investments. Universal Alts Investor Passport from SUBSCRIBE is a seamless solution to manage, refresh, and reuse investor data, AML/KYC documents, and tax information with a single click on any private fund in the industry. This turnkey onboarding system creates a reusable investor identity to simplify fund subscriptions for institutional investors and wealth managers. Features include: 1 - centralized profile management: store all investing entity data in one place and reuse it for any fund investment. 2 - AML/KYC/tax compliance: deliver real-time validated information as needed, ensuring accuracy and compliance. 3 - streamlined onboarding: eliminate friction with a digital investor identity that simplifies and allows reuse at scale. ↗

The Mend Renovate Enterprise Cloud, is now available as a cloud solution on Mend.io. The enterprise solution offers enhanced job scheduling, short queue times, advanced Merge Confidence workflows, and dedicated support. Available on BitBucket Cloud, GitHub Cloud, and Azure DevOps Cloud, Renovate Enterprise Cloud delivers the same enhanced code quality, streamlined workflows, and automated updates as Mend.io's self-hosted solution. ↗

Owlin unveils its product release update for Q4 2024. The three enhanced features are as follows: 1 - Broader coverage: Owlin has enhanced the efficiency of its news ingestion engine, enabling it to extract risk signals from its existing sources. Also, Owlin has expanded its source list to find more risk signals globally, totaling around 50% more articles daily. 2: Improved Integrations Page that includes: a redesigned website that aligns with current design standards, a better-organized overview of all available endpoints, exposing the payloads’ schema to make developers’ lives easier, the ability for developers to test code directly, ensuring endpoints function correctly in their applications. Additionally, a new PDF export feature that allows users to generate a complete list of endpoints for documentation and collaboration. 3 - System Update – Svelte: upgraded to the latest version of Svelte, bringing enhanced performance, stability, and maintainability to its product. The updated Svelte version ensures a stable and high-performing front-end experience. Users will also benefit from early access to new features and developments, as the improved framework allows for faster and more efficient release of new features. ↗

Drooms introduces new "Copy to Data Room" feature. The new Copy to Data Room feature saves users time, ensures accuracy, and keeps data secure. Benefits of this feature include: 1 - preserve the original folder organization and eliminate hours of manual setup. 2 - Quick setup: Act quickly on time-sensitive deals—no extra support needed. 3 - Guaranteed accuracy: Dependable, error-free transfers every time. 4 - Enhanced security: Maintain GDPR compliance by staying within a controlled environment. ↗

S&P Global Market Intelligence releases its latest platform enhancements. These new updates are: 1 - expanded coverage: database with access to 4.6 million US Municipal securities, bringing total coverage to nearly 6 million. 2 - new Midday IQ Newsletters, delivering market updates across the US, EMEA, and APAC regions. 3- upgraded private markets and private debt data. ↗

Rundit launches enhanced features designed to elevate the investment management space. Rundit's new features include: 1 - Enhanced LP Reports: Now users can - track total report recipients, monitor open rates, analyze PDF & Excel download metrics and access comprehensive contact-level statistics. 2 - Updated Search Tool for: quick content discovery within the platform, navigation across portfolios and access from the top-right corner or keyboard shortcuts (Command+K on Mac / Ctrl+K on Windows). ↗

ListAlpha introduces second layer of folder aggregation, a new feature designed to help users categorize and manage their expanding data. With this improvement, users can now create nested folder structures—giving them an extra level of organization for contacts, deal reports, or any other objects stored in ListAlpha. Why this enhancement matters: more collaboration, streamlined contact management and insightful deal tracking. How It Works? 1. create main folders, 2. add subfolders, 3. drag, drop & rearrange and 4. easy access & search. ↗

Apliqo releases enhanced user interface on its platform. Apliqo UX 2025.01 is Apliqo's next generation user interface for users to build analytical business applications. What is new? 1 - refreshed visual design with modern aesthetics, 2 - enhanced usability so users can achieve more with an intuitive interface, 3 - up to 4x faster load times, and 4 - cloud-native technologies that are built on technologies like React, Node.js, and MongoDB. ↗

Bite launches the Bite Stream Glossary, a new guide to technology software and process terms. Bite feels that in an industry full of jargon, some terms might be familiar, while others could use a bit more clarity. The Bite Stream Glossary has been released to provide clear and concise explanations to help users navigate the tech landscape. ↗

Venture360 introduces FlexNote SPVs for simplified investing. Benefits of this new SPV structure include: 1- no tax filings, 2 - no K-1 requirements, 3 - reduced costs, 4 - no exit fees and 5 - no activity fees. Designed with modern investors in mind, FlexNote SPVs allow users to focus on growing their portfolio, without the administrative tasks. ↗

Klee Capital Venture unveils its new website. Klee's new website can be found at: www.kleecapitalventure.com/en/ ↗

Persefoni launches Persefoni Consulting Group. PCG is designed to help users: 1 - Manage climate data for accurate footprint calculations. 2 - Set science-based targets aligned with SBTi criteria. 3 - Plan decarbonization strategies to meet reduction goals. 4 - Navigate climate reporting frameworks like CSRD, CDP, ISSB, and more. ↗

ROYC unveils its new website. The updated website has a fresh design, explains what the company does, has a seamless navigation, and includes insights and information about ROYC Group. ROYC's website can be found at: www.roycgroup.com ↗

Kroll introduces its new Federal Tax Advisory solution, designed to navigate the complexities of federal and state tax regulations. Kroll now provides a seamless and simple tax compliance and reporting experience. By extracting and standardizing data for analysis and reporting, Kroll leverages advanced tax technology and technical experience to reduce complexity and drive value. By addressing scoping, budgeting, complexity and resource constraints, Kroll enhances trust, efficiency and reliability in tax processes. Kroll's approach is: 1 understanding the needs of the firm 2 - strategic planning 3 - implementation 4 - ongoing support. Leading this new solution is Abdon Rangel, Kroll's new Managing Director and Head of Federal Tax Advisory with over 26 years of experience in domestic and international tax services, spanning the energy sector, including upstream, midstream, downstream, as well as mining, technology and alternative energy. ↗

DEAL ACTIVITY

iCapital is acquiring Parallel Markets to streamline digital identity, investment onboarding, and compliance verification. iCapital will introduce a reusable KYC/AML passport technology, eliminating duplicative investor profiles and compliance checks, saving time and resources for alternative investments. Integrating Parallel Markets’ technology with iCapital’s will provide fund managers and wealth advisors with a seamless user journey within the iCapital ecosystem while ensuring compliance in an evolving regulatory landscape. The new iCapital Investor Passport will offer a turnkey onboarding solution for all fund investors, both institutional and wealth management, creating a universal reusable investor identity that can be used across iCapital Marketplace and suite of offerings on iCapital’s platform. This digital identity will function as a data locker for storing, managing, and sharing personal information needed for fund subscription and compliance verification in private markets. ↗

CAIS launching Sports, Media, Entertainment Fund. Through the RIA unit it launched in October 2024, CAIS plans to launch a new private equity fund focused on sports, media, and entertainment investments. In the private fund reporting section of a Form ADV filing, CAIS Advisors disclosed that it will serve as an advisor to CAIS Sports, Media and Entertainment Fund, a private equity fund with a minimum investment set at $250K. The RIA unit indicated at the time of the November filing that it had not yet made any sales of the fund. ↗

Inrate raises CHF 5 million in its latest funding round. The new investment will drive product development, AI adoption, market expansion, talent acquisition, and operational improvements. ↗

ERM agrees to acquire Newfields Environmental Division to enhance core environmental services. The acquisition will expand ERM’s existing technical and strategic offerings in remediation and environmental services, enhancing its ability to help clients manage liabilities and risks across North America and globally. The completion of the acquisition is subject to closing conditions. ERM is acquiring the Environmental Division, along with its associated support services from NewFields Companies. The remaining businesses of NewFields will continue to operate independently from ERM. ↗

Verdian Insights acquires a majority stake in Merit Training and H5 Training. Both companies are online CPA and Chartered Accountant exam preparation providers, that support finance professionals across international markets. This acquisition marks Verdian’s fourth transaction in the past 12 months—three strategic acquisitions and one exit, which demonstrates its commitment to delivering software and education solutions across capital allocation, compliance, and anti-financial crime. By integrating Merit Training and H5 Training, Verdian can help finance professionals at every stage—from certification to global regulations. ↗

Verdian Insights also acquires Education Workers Group. Education Workers Group is a provider of state-mandated continuing online education. This acquisition expands Verdian’s mission of protecting capital to providing people with new compliance tools and services. ↗

FIS acquires Dragonfly Financial Technologies. This acquisition enhances FIS' digital business banking solutions, equipping financial institutions with tools to manage liquidity and strengthen fraud prevention. ↗

S&P Global acquires ProntoNLP, a provider of GenAI tooling, to allow users to derive differentiated insights from unstructured and structured data. ProntoNLP's proprietary models and LLM-based signal tools will bolster S&P Global's textual data analytics capabilities. Founded in 2021, ProntoNLP utilizes proprietary NLP capabilities coupled with LLMs for efficient analysis of unstructured financial data at scale. ProntoNLP will be integrated within the S&P Global Market Intelligence division of S&P Global, and its intellectual property is expected to power broader enterprise-wide applications. The transaction closed on December 31, 2024 and the financial terms of the transaction were not disclosed. ↗

PARTNERSHIPS & INTEGRATIONS

FINTRX and DealCloud launch CRM integration. With this integration, DealCloud users can now leverage FINTRX data directly within their daily tech stack. This data includes insights on investment preferences & activity, AUM & accounts, investment portfolios, growth signals, direct rep & advisor contact information and more. By integrating FINTRX data directly with DealCloud, users are provided with enhanced data insights and streamlined workflows. Additionally, FINTRX integrations offer custom mapping options for each data field, ensuring that data is properly formatted and seamlessly integrated. ↗

Anduin integrates with DealCloud to simplify private market operations. This integration automates data flow between Anduin and DealCloud, eliminating the need for manual updates. Benefits of this partnership include: 1 - save time with automation, 2 - accurate data and 3 - easy to set up. ↗

SteelBridge Consulting partners with Dynamo Software. This collaboration combines SteelBridge’s experience in private capital consulting with Dynamo’s cloud-based solutions for alternative investments, including Portfolio Management, Investor Relations CRM/Portal, and Accounting Software. Together, they plan to help organizations streamline investment operations, enhance transparency, and optimize portfolio performance. Through this partnership, the companies plan to: improve operational efficiency and scalability, drive data-driven decision-making across portfolios, simplify investor communications and reporting, ensure compliance with accounting best practices and strengthen overall portfolio and financial performance. ↗

Attivo Investments adopts SEI’s Co-CIO solution to provide personalized investment experience and to enhance efficiency. SEI will also support Attivo Investments' in-house team in developing an investment approach for advisers to help investors meet their financial goals, as well as providing business support to help power Attivo Investments' growth. Portfolio models available for Attivo’s clients include: 1 - Low Cost: Six strategies designed with a light goals-based framework focused on preservation and accumulation. 2 - Core: Seven strategies designed with a heavily goals-based framework focused on preservation, accumulation, and withdrawal. 3 - APEX: Six unconstrained strategies designed for high-net-worth and experienced investors and focused on preservation and accumulation. ↗

ANALEC, a purpose-built CRM solution for mid-market firms and SS&C's Tier1 form strategic partnership. For SS&C, this partnership with ANALEC enhances its portfolio by introducing a new option for clients seeking flexible, cost-effective solutions without many customization needs. For ANALEC, this partnership marks an expansion into the US and EMEA markets. This alliance provides a full-spectrum solution designed for mid-market firms requiring go-to-market capabilities and streamlined integration. ↗

Rogo and Crunchbase partner to support the development of Rogo’s financial generative AI platform. Leveraging Crunchbase’s private company data, Rogo’s AI analyst can help accelerate workflows by automating manual research tasks. This partnership announcement follows Rogo's recent $18.5 million Series A funding. ↗

BearingPoint partners with Sweep to help businesses manage their sustainability data. Sweep’s platform simplifies the collection, analysis, and reporting of sustainability metrics, while BearingPoint ensures that these solutions are tailored to each client’s needs, helping them build sustainability strategies. ↗

Nasdaq Private Market unveils new partnership with Wealthfront to offer automated wealth management to private company shareholders. Through NPM’s Wealth Connect platform, NPM clients can benefit from Wealthfront’s high-yield Cash Account, which currently offers a 4.00% annual percentage yield on deposits from partner banks, as well as Wealthfront’s low-fee, automated investment products. ↗

Aumni and Fenwick, a law firm known for its experience in guiding technology and life sciences companies, are collaborating to deliver venture capital insights. Together, both companies will deliver data-driven market insights and operational efficiencies to enhance the venture capital community. Launching later this year, Fenwick and Aumni will jointly produce a quarterly Venture Capital Market Data Report, among other data-driven insights, that combine Aumni's data capabilities with Fenwick's legal and business expertise. By focusing on market trends and investment patterns, this collaboration will allow clients and the broader venture community to make informed decisions in an evolving landscape. ↗

Finalis welcomes Spinta Capital as a new partner. Spinta Capital is a debt financing advisory firm focused on tech/SaaS, fintech and more. Finalis partnered with Spinta Capital to simplify the debt-raising process. ↗

OptimX integrates with Charles River to deliver bilateral liquidity to institutional desktops. Through this integration, Charles River clients can access the liquidity opportunities offered by OptimX. Similarly, liquidity providers on OptimX will gain the ability to offer a wide range of high- and low-touch trading opportunities directly to Charles River’s network of money managers. ↗

Pemberton Capital Advisors partners with Broadridge for portfolio management tech. Pemberton, which manages over $22 billion in assets, has deployed Broadridge’s Sentry Private Credit Portfolio Management solution for a portfolio management upgrade. The Sentry Private Credit Portfolio Management solution will help Pemberton gain operational efficiencies and scale its private debt and collateralized loan obligation businesses. ↗

The State of Wisconsin Investment Board chooses SimCorp's platform to bring its investment book of record in house while accessing real-time data on its positions and exposures across the organization. As part of the agreement, SWIB will retire its outsourced IBOR. SWIB will also leverage SimCorp’s Data Management Services, gaining timely market and reference data to simplify data access for all users of the platform. ↗

Verdane, a specialist growth buyout investment firm in Europe, has chosen Sourcescrub for deal sourcing, origination and conference planning. Verdane will be leveraging Sourcescrub’s sources data to find companies for sourcing exercises. By using Sourcescrub’s 2-way CRM integration, teams are automatically up to date with accurate and reliable information. With Sourcescrub's conference planning tool, Verdane will be able to see which upcoming conferences have the largest presence of existing target accounts in their CRM. This enables prioritization of event attendance, uncovering new companies in attendee lists, and maximizes ROI on conference spend. ↗

Arcesium signs an agreement with Neuberger Berman Specialty Finance to scale its asset-based financing strategy. Arcesium will provide the technological infrastructure required to manage the complete lifecycle and complexities of asset-based financing, enabling Neuberger Berman to scale its Specialty Finance business. Arcesium’s Opterra and Aquata operational and data platforms, along with Managed Services, will help NBSF achieve a new operating model. Arcesium will utilize analytics to achieve a single source of truth across all funds, products, and investors related to the NBSF business. ↗

Fondaco taps Canoe Intelligence to upgrade analytics and reporting for institutional investors. Fondaco has implemented Canoe Connect to automate its alternative investment document collection workflow into a centralized location and Canoe Intelligence to systematise its valuation and transaction data extraction processes. Fondaco will also leverage Canoe’s API to integrate with its downstream systems. ↗

Osborne Clarke advices bunch on its launch into the UK market. The expansion into the UK market follows a period of growth for bunch, which has seen both their revenue and committed capital triple in the past 12 months. Bunch recently opened a new office in London as part of their strategic growth plans, which will enable them to better serve their clients and tap into the UK fintech ecosystem. ↗

Institutional Investment Partners Denmark selects Chronograph to bolster its portfolio monitoring capabilities. This will help bring automation to data collection, reporting, and analysis for IP Denmark. IIP Denmark is an alternative investment platform for institutional investors investing in private funds. ↗

Svalner, a Swedish independent financial advisory firm, picks Entrilia for fund administration services. Svalner is leveraging Entrilia’s fund accounting, reporting and investor relations software to deliver scalable solutions for its clients in the Nordic private capital market. Entrilia’s platform will provide the operational infrastructure for Svalner to set new standards in efficiency, transparency, and reporting accuracy. By combining Svalner’s local market knowledge with Entrilia’s technology, the offering meets growing demand for streamlined, technology-driven fund administration services. ↗

OFFICE & PERSONNEL

Robin AI appoints Tramale Turner as CTO. Turner’s career includes leadership roles at Nintendo, Stripe and most recently ActionIQ, a B2B customer data platform acquired by Uniphore. Turner will report to CEO Richard Robinson and joins Robin AI’s senior leadership team. Turner will oversee the development of software products and will coordinate the company’s Research, Legal Engineering, Engineering, Product, and Design team. ↗

IQ-EQ welcomes Christina Tan as new Regional HR Lead for Asia. Tan brings previous experience in leading People strategies and supporting M&A integrations across Asia, Dubai, and Mauritius. As part of the Asia Regional Management Team, she will lead regional talent development in collaboration with the Group HR team and drive organizational development in Asia. ↗

Richard Phu promoted to Vice President of Customer Success - Global Accounts at Preqin. Phu leads the customer success managers on Preqin's Global Accounts Team. Before joining Preqin in 2022, Phu was the Director Of Knowledge Management at Backstop Solutions Group. ↗

Heike Hoevekamp joins Moonfare as Chief Legal and Compliance Officer. With over 20 years of legal and compliance experience in financial services, Hoevekamp most recently served as Head of Compliance at Societe Generale, following 12 years at Commerzbank AG. ↗

Holland Mountain welcomes two new analysts to the company. Phuong Le recently interned at Jaja Finance and Luciano De Bacci previously worked as a consultant and is now supporting the professional services team. ↗

Melanie Pickett has been named Head of Asset Servicing, Americas at Northern Trust. Pickett is now responsible for leading the business that serves institutional, corporate and asset manager clients in the region, effective January 1, 2025. Pickett, who has been Head of Asset Owners Americas since 2022, will continue to oversee product and service delivery to asset owner clients and assume responsibility for the business unit’s asset manager clients. She will continue to report to Teresa Parker, President of Asset Servicing. Pickett brings more than 20 years of experience in senior operations and technology roles. She joined Northern Trust in 2017 to spearhead the development of Front Office Solutions. Before joining Northern Trust, she was the Chief Operating Officer at Emory Investment Management. ↗

SEI hires three new leaders in Luxembourg as part of the company’s strategic focus on scaling its global operations to drive growth. Reporting to Ian MacWilliams, Managing Director of SEI’s Luxembourg office: 1 - Claire Matteucci serves as Head of Depositary, overseeing depositary services, which SEI recently launched in Luxembourg. With nearly 20 years of industry experience, Matteucci most recently was Head of Depositary for Standish Management Luxembourg, and she’s held various roles at PwC Luxembourg, including as an external auditor for Undertakings for the Collective Investment in Transferable Securities and alternative investment funds, as well as in risk management. 2 - Bringing two decades of experience, Manuel Martin de Rosales is Conducting Officer, responsible for compliance and risk. Prior to joining SEI, de Rosales served as Head of Compliance at Brookfield Asset Management and Oaktree Capital Management, where he supported product development and strategy for credit, private equity, real estate, infrastructure, and UCITS offerings. He also previously held roles in depositary, audit, and compliance at BNY Mellon and Brown Brothers Harriman. 3. -Laurent Scherer serves as Business Development Director, bringing previous experience in asset services, business development, and client services after nearly 20 years in the industry. Responsible for client engagement and service development at SEI, he most recently served as Business Development Director at Gen II Fund Services. During his career, he has held leadership positions across fund administration, depositary, ManCo, and alternative investment fund management functions at BNP Paribas and Apex Group Luxembourg. ↗

Forge appoints James Nevin as its new CFO, effective January 20, 2025. Nevin will succeed CFO Mark Lee, who has held the role since 2018. Lee will continue to contribute to Forge, overseeing strategic financial and wealth initiatives as Chief of Strategic Wealth Solutions and supporting the successful transition of Nevin as Forge’s new CFO. Nevin has more than 25 years of financial and capital markets experience, including most recently at the LSEG. He spent over a decade at LSEG in roles including Managing Director of the Funds, Research and Content business lines, Managing Director and Head of Data Solutions, and CFO and Managing Director of the Information Services division. In these roles, Nevin was responsible for driving growth in businesses and other data and analytics products. He was also responsible for business performance globally and financial oversight including reporting, accounting, finance operations and tax for a division that included FTSE Russell Indexes, The Yield Book, Real Time Exchange Data and other financial data services. ↗

Natalie Singer promoted to Director, Partnerships and Business Development at Chronograph. Singer has been with Chronograph for almost two years and previously held the title of Manager, Partnerships and Business Development. She also spent five years at S&P Global Market Intelligence working in business development. ↗

FINTRX welcomes Rich Donnellan as its new VP of Marketing Operations. With over 10 years of experience at Nasdaq eVestment as their Director of Global Marketing, he now brings knowledge and expertise to the FINTRX team. Before joining FINTRX, Donnellan was also Head Of Customer Experience at Aro. ↗

Maryann Vellanikaran has joined Ontra as its new Vice President of Engineering. With previous leadership experience at Noom, Twitter, and Microsoft, Vellanikaran has a track record of building teams and driving innovation. ↗

RepRisk adds to its Executive Committee with two new members, Miika Kettunen and Yani Kalafatis. As of January 1, Kettunen is the new Chief Product Officer and Kalafatis is the new Chief Technology Officer. Kettunen has been with the company for the last year and his previous role was Head of Product Management. Kalafatis joined RepRisk last September and was previously the Vice President of Technology. ↗

SUBSCRIBE welcomes Brian Fernandes as VP of Data Solutions & Analytics. Fernandes brings over 20 years of experience across data strategy, analytics and system integrations within the alternative investments industry. Prior to joining SUBSCRIBE, Fernandes served as VP, Data Solutions & Analytics at GIC (Government of Singapore Investment Corporation) where he led initiatives in data analytics and infrastructure for the Private Market teams. Fernandes will lead SUBSCRIBE's efforts to enhance private fund investment reporting data, analytics and integration capabilities. ↗

OneTrust expands APAC presence with new office in Singapore. The expansion comes when multiple policies on data privacy are changing across APAC, including in India, Indonesia, Thailand, and Malaysia. With more organizations navigating the changes in data privacy laws, OneTrust seeks to help them operate and comply with these regulations. OneTrust is offering consent management, data privacy and governance, and compliance solutions using data collection. ↗

Manuel Noia has joined Titanbay as its Head of Italy, based in Milan. Noia has over 20 years of experience in financial services with a track record of driving growth in Southern Europe. Before joining Titanbay, he led institutional business origination at FinDelivery and held senior leadership roles at Credit Suisse, Nordea Asset Management, and Pictet Asset Management. ↗

SimCorp launches in Mexico. As of January, more than 80 professionals in Mexico have been transferred to work for SimCorp's new legal entity, SimCorp Mexico. ↗

Chronograph adds to sales and marketing teams with new hires and an executive leadership promotion. Michael Santos joins Chronograph as Global Head of Sales after a decade of sales leadership experience with DealCloud, an Intapp Company. Santos oversaw DealCloud’s growth during its expansion from 2016 through 2024, helping to scale the sales function, lead the company’s first European office and spearheaded expansion into new markets. Prior to DealCloud, Santos held client development roles with private capital technology companies iLevel and FIS Private Capital Suite. Additionally, Amanda Korporaal joins Chronograph to lead Product Marketing after eight years with Clearwater Analytics as the company scaled from growth stage to post-IPO, having helped lead client, product, and demand generation marketing teams. Korporaal will play a role in educating the market on Chronograph’s technology and the value delivered to Chronograph’s clients. These new hires coincide with the promotion of Andrew Kehl to Chief Client Officer. Kehl has been with Chronograph since 2019. ↗

BlueFlame AI appoints Matt Steinhilber as General Counsel to support growth and expansion of its client base. Steinhilber has over 15 years of legal and operational experience in the GRC and financial technology sector. He joins BlueFlame from US AI, an AI-powered cybersecurity and digital transformation company. Previously, he served as Partner and General Counsel at ACA Group for over 12 years, where he developed and led a global legal team of more than 18 people. ↗

ROYC appoints Caspar Macqueen as Head of Business Development. Macqueen's career spans close to 10 years in fintech and SaaS companies including his recent position as Head of UK & MEA Business Development for BlackRock Aladdin Alternatives. At ROYC, Macqueen will be responsible for expanding the company’s solutions tailored to private equity GPs and financial intermediaries, including banks, wealth managers, and multi-family offices. ↗

Kenoa Tio is re-joining the Vitech Systems Group. Tio is now a Solution Delivery Agile Team Analyst at Vitech. Tio's past experience includes being a Senior Business Systems Analyst at TD and a previous stint at Vitech a few years back. ↗

Christian Connolly has been promoted to Director of Sales at FINTRX. Connolly has been with FINTRX for almost two years. He previously held the role of a Senior Business Development Director and before that was an Account Executive at the company. ↗

VENDOR RESEARCH & WHITEPAPERS

DiligenceVault has a new blog, "Top Trends Transforming Operational Due Diligence in 2025: Technology, Resilience, Transparency and Beyond". DiligenceVault feels that emerging AI use cases, heightened cybersecurity risks, evolving ESG expectations, and the demand for operational resilience are reshaping how asset owners assess and manage risks. ODD teams must adapt to these complexities while staying ahead of future challenges. This blog explores trends in ODD and provides insights to help organizations stay resilient and prepared. ↗

Linnovate Partners has a new blog, "Common Mistakes to Avoid When Choosing a Fund Administrator". In this blog, Linnovate Partners provides eight mistakes that fund managers often make. ↗

BlueFlame AI has a new blog, "10 AI Use Cases for Private Equity in 2025". In this blog, BlueFlame explains why it feels that AI is set to change the private equity industry in 2025 by improving efficiency, accuracy, and decision-making. By using AI, private equity firms can gain an advantage, allowing them to make better investment decisions, reduce risks, and create more value. ↗

Goji has a new article, "How can fund administrators keep pace with an evolving alternative investment landscape?". This article analyzes the constraints that legacy systems place on fund administrators in the alternative funds landscape. ↗

AWARDS

FIS named “Best Digital Solution Provider – PayTech for Businesses” at the 2024 Banking Tech Awards. ↗