This Week’s Vendor News

NEW & UPDATED PRODUCTS

Attio has introduced its AI-powered research agent. Attio has integrated its new research agent into its Automations product, allowing users to deploy it in any workflow they've built or incorporate it into new ones. Key features include: 1- Context-informed questions 2- Seamless workflow integration 3- Everything in one place. Here are some ways that users can leverage the research agent: 1- Automatically qualify leads 2- Accelerate PLG motions 3- Proactively identify expansion opportunities 4- Monitor for churn risks. ↗

S&P Global Market Intelligence has launched its Sanctioned Securities Screening Solutions – a new solution for simplifying compliance and regulatory burdens with identification, assessment, and reporting of sanctioned securities. This new solution provides access to timely and reliable data to help customers review their risk exposure and avoid penalties. Benefits include: comprehensive coverage, daily update and recursive look-through. ↗

Key ESG has introduced its new CSRD Compliance Platform. The new all-in-one compliance platform was launched to to streamline compliance and simplify ESG reporting. Features of the platform include: double materiality assessments, metric selection, data collection, reporting, improvement and target setting. ↗

AlternativeSoft has launched a new feature on its platform, Composite Benchmark Creation. Now, users can build custom time series by assigning weights to the returns of up to 10 assets. Whether you are creating a benchmark or tracking its performance as an individual asset, this feature offers flexibility and precision. Key benefits include: 1- Select assets from database and convert them into a composite
2- Custom Weights 3- Name Your Composite 4- Rebalancing Options 5- Short Track Records 6- Updates to recalculate and adjust composites. ↗

Worldfavor has launched its latest product feature: The ESG Baseline assessment. The assessment provides a quick, actionable overview of the supply chain’s level of sustainability practices inline with global ESG best practices. The assessment includes 32 questions divided into five areas: general, environmental, social, governance, and supply chain practices. By evaluating each supplier's sustainability performance, the assessment automatically compiles and sorts the results, ranking suppliers on a 1-5 scale from low to high performers. This streamlined process highlights critical areas for improvement and also guides strategic actions to strengthen sustainability and mitigate risks effectively. ↗

Vestlane have revealed new product insights for investor updates, personalized emails, and notifications. The first update is now users can customize investors’ invitations. Users can also send data room updates, unsubscribe from notifications and approve all the sections of a workflow in one click. ↗

S&P Global Market Intelligence has unveiled its new Headcount Analytics dataset. The Headcount Analytics dataset offers a comprehensive view of company performance and investment strategies by integrating S&P Capital IQ Financials, Transactions data, and other sources. This dataset provides detailed insights into global employee distribution and dynamics, which can be used as a resource for monitoring company growth, especially for private companies with undisclosed financials. It can aid in M&A evaluations and highlights corporate growth indicators. ↗

Preqin has introduced its new Chrome Extension. This new extension for Chrome and Chromium-based browsers like Microsoft Edge and Opera, enables users to access Preqin’s data on firms, contacts, and more – directly from your browser of choice. Why should users download the Preqin Chrome Extension? 1 - ability to streamline workflows 2 - Save time and resources 3 - Add to target lists saved in Preqin Pro. The Preqin Chrome Extension is designed to provide all the alternative assets data users need when browsing online, covering investors, fund managers, funds, companies and assets, service providers, and consultants. ↗

Beauhurst recently rolled out its new video hub. The video hub is data-driven video content that includes on-demand webinars, platform demonstrations and customer stories. ↗

InvestorFlow has unveiled enhanced reporting solutions in its newest platform release. In this latest release, portal administration has the added option for CSV downloads for improved performance and speed across larger data sets. ↗

DEAL ACTIVITY

Bain Capital Tech Opportunities, the tech investment arm of Bain Capital, has completed the acquisitions of UK-based fintech Finova and Iress’ UK Mortgage Sales and Originations business. Under Bain's ownership, the two entities will merge to become a single combined business, which will feature a 550 person workforce, including over 120 staff members at an offshore centre located in India. ↗

PARTNERSHIPS & INTEGRATIONS

Dasseti ENGAGE now integrates with Salesforce. Dasseti has launched its new Salesforce integration for Dasseti ENGAGE, which is now available in the Salesforce AppExchange. This add-in allows users to manage and streamline their investor RFP and DDQ process directly within Salesforce. With this integration, users can: Track your team's process, manage workflows, and collaborate across business functions with transparency and efficiency while syncing metadata between Salesforce and Dasseti. ↗

Microsoft and dLocal have forged a strategic partnership to harness AI in Fintech in Uruguay. This long-term partnership underscores their commitment to driving digital transformation and enhancing financial inclusion across emerging markets and has been instrumental in fostering the expansion and customer involvement for Microsoft in several emerging economies, such as Chile, Colombia, Peru, Egypt, Nigeria, and South Africa. By providing localized and versatile payment solutions, dLocal ensures that Microsoft’s customers in emerging markets have access to simplified and efficient payment methods, enhancing the overall user experience. ↗

VESTBERRY is collaborating with Redstone, a European venture capital firm. In VESTBERRY, Redstone found a partner that aligns with their commitment to data-driven decision-making and transparency. Additionally, VESTBERRY’s platform offers features that support Redstone's portfolio management processes: 1- Centralized Data Management 2- Standardized KPI Tracking 3- Advanced Analytics and Insights. ↗

Leon Capital Group has partnered with iCapital to expand access to investment opportunities. Under this partnership, Leon’s fund offering will be available on iCapital Marketplace, providing wealth managers and high-net-worth individuals seamless, transparent access to alternative investments. Additionally, financial advisors and investors can now access Leon Capital’s portfolio of funds through iCapital’s platform. ↗

Atominvest is partnering with Astorius, a provider of private equity fund of funds in the small and midcap segment. Atominvest will be providing Astorius LPs with a fully integrated investor experience across fundraising, digital fund subscriptions and investor reporting. ↗

FIS has a new partnership with global data intelligence company Curinos. FIS is teaming with Curinos to help FIS IBS and HORIZON core banking clients achieve their deposit goals. FIS’ clients can harness Curinos’ data and insights to optimize their deposit strategies and operational efficiencies, with the potential for greater profitability. Additionally, FIS is giving its financial institution clients insights to help them hit growth targets, maintain strategic resilience against economic headwinds and bring competitive interest rates and product mix to their customers. ↗

S&P Global and Accenture have formed a strategic partnership to fuel gen AI innovation across the financial services industry. This collaboration includes initiatives to allow users and S&P Global’s workforce to adopt and innovate with gen AI at scale. S&P Global is equipping all 35,000 of its employees with the necessary skills to leverage this technology through a gen AI learning program that will be rolled out this month. The companies also plan to work together to enhance AI development and benchmarking solutions for the financial services industry. ↗

Canoe Intelligence has expanded its relationship with Conway Investment Solutions to streamline alts investment workflow for financial advisors. This integration will focus on leveraging Canoe’s open API to import client documents and data into Conway’s platform so shared clients can enjoy a unified platform, offering enhanced access to research, documents, data, and investment offerings. Under this new partnership, Conway transitions from a Canoe client to a strategic partner. ↗

Alto has a new partnership with Long Angle. Long Angle is a membership community for high net worth individuals offering alternative investment deal flow, live events, education, and peer advisory groups. ↗

Partners Capital has chosen Integrum ESG to support their ESG initiatives in both public and private markets. Partners Capital is a global Outsourced Investment Office, with over $50bn in AUM. Partners Capital chose to work with Integrum ESG due to its focus on transparent, auditable and timely ESG data for both public and private investee companies. ↗

G Squared selects Dynamo Software for portfolio monitoring & valuation. G Squared is a global venture capital fund manager with offices in Chicago, San Francisco, Zurich, and Miami. By partnering with Dynamo, G Squared aims to: 1- streamline data collection 2- optimize reporting 3- improve valuation processes by automating the portfolio company valuation process with flexible in-system valuation models, waterfall methods, and data integrations. ↗

Northern Trust has been tapped by True Potential for outsourced trading solutions. Northern Trust will take on the trading function across the wealth management firm’s internally managed funds with approximately £6.1 billion in assets under management. Northern Trust previously announced its appointment as True Potential's custodian in January 2024. Northern Trust is now also providing fund accounting, transfer agency, custody and depositary services to True Potential’s open-ended investment company UK-domiciled fund range. ↗

Marble Wealth is Addepar's newest client. Marble Wealth is an independent advisory firm that provides a full spectrum of wealth management services to help individuals and families preserve wealth, solve challenges and shape legacies. ↗

The private equity firm, INVISION, has chosen Gain.pro to help create efficiency in their research. Since leveraging Gain.pro in their daily operations, the investment team at INVISION has benefited from time savings and efficiency gains in their private market research. ↗

OFFICE & PERSONNEL

G2 has appointed Tim Sanders as VP of Research Insights. In this role, Sanders will bring to market the latest B2B software trends based on data from the company’s own marketplace. Sanders, who has 25 years of experience, was most recently at Upwork, where he was VP of Client Strategy, where he focused on driving a customer-centric approach to help businesses solve their talent gap problems, with an emphasis on digital transformation. ↗

Maxime Jacquot has started a new position as Head of Sales, France at Gain.pro. In his new role, Jacquot is responsible for expanding Gain.pro's presence in France and further supporting its community of local PE investors, advisors and corporates on strategic origination initiatives. Jacquot has been with the company since 2020. ↗

Steffen Fiedler is the new VP Finance at Drooms. Before joining Drooms, Fiedler was a Project Manager M&A at Deutsche Bahn. ↗

Alicia Harris is the new Vice President - Legal at iCapital. Before joining iCapital, Harris was Vice President and Counsel, Cross Asset Notes at Credit Suisse, where she spent the last three years. ↗

Lin Gwee is starting a new position as as APAC Marketing Manager at AlphaSense. Gwee is the first marketing hire in the APAC region for AlphaSense. She joins the company after spending the last two years at HubSpot where she was a Senior Marketing Manager in Singapore. ↗

InvestorFlow has opened its new office in London’s Square Mile financial district and is now the hub for all of InvestorFlow's European operations. This move brings the company closer to its European clients and it can now offer enhanced local support. ↗

Anaplan has appointed three new senior executives who will lead key functions in the global product and technology, go-to-market, and finance organizations. As Senior Vice President of Corporate Development, Sanjay Kacholiya will be responsible for identifying and evaluating new investment opportunities for Anaplan, reporting to Anaplan’s Chief Financial Officer, Hemant Kapadia. Kacholiya brings more than 25 years of experience in corporate and business development, strategy, and finance to Anaplan. Jarrod Martin, who joins Anaplan as Senior Vice President of Engineering, will report to Chief Product and Technology Officer, Adam Thier, and he will oversee all aspects of the company’s architecture, engineering, quality assurance and DevOps functions. Kuntal Vahalia, who steps into the role of Senior Vice President of Global Channels and Alliances, will support Bill Schuh, Anaplan’s Chief Revenue Officer, in growing the company’s partner ecosystem. ↗

Macy Wrintmore is the new European Customer Success Manager- Capital Markets at S&P Global. Wrintmore has been with S&P for the last year and previously held the role of Client Support Associate. ↗

Luke Johnston is now an Account Director at ERM. In his new role, Johnston is responsible for managing new and existing accounts as part of the Salesforce Net Zero Cloud team inside ERM. ↗

Qashqade has welcomed Máriás Gergely to the company. Gergely joins qashqade as a consultant in its Services for Private Markets team. ↗

Bunch has welcomed five new team members to its company. Alyse Andre is joining the Sales team as a Growth Development Manager, to improve the sales process, drive lead and pipeline growth initiatives, and manage commercial projects. Helen Jang is joining bunch as Senior Product Designer, responsible for crafting the product experience and customer journey. Leonardo Cacia is joining the Operations team as Fund Accountant and will manage its Investor Reporting capabilities. Rebecca Walter, who was previously an intern, is now returning to the Data & Automations team as a Business Engineer. Thuy An Nguyen is joining bunch's Customer Success team and will serve as the main point of contact for customers. ↗

TJ Brady has started a new position as Senior Manager, Salesforce Private Equity Practice at Salesforce. Brady has been with Salesforce for over two years and was previously at Vista Equity Partners and GLG. ↗

Olivia Vaughan is the new the Head of Legal at Robin AI. Vaughan has been with the company since 2021. ↗

VENDOR RESEARCH & WHITEPAPERS

Apex Group has a new blog, "Fintech trends in asset management: A new era of innovation and transformation". In this blog, Apex Group goes over significant trends in fintech, which include the expansion of asset classes, the redefinition of client relationships and the impact of distributed ledger technology. ↗

Alkymi has a new blog, "Find the best software fit for your firm’s private market data". In this blog, Alkymi explains why it feels that finding the right platform for your firm requires both knowing your firm’s needs and asking the right questions. Alkymi also gives 11 examples of the right questions to ask. ↗

StepStone Group has published a new whitepaper: "Do no harm: how GPs and LPs can use Responsible AI to build trust". This paper provides an overview of the scope, history, global initiatives and regulatory developments of AI broadly encompassing generative AI. It also introduces the concept of Responsible AI, which seeks to deliver trustworthy AI systems. ↗

Daappa has a new blog, "Are Private Equity Firms Ready for DORA Compliance?". This blog discusses how private equity firms can prepare for DORA and enhance their vendor due diligence processes. ↗

DueDilio has a new article, "Owner Retention in Business Acquisitions: Strategies and Considerations". In this article, DueDilio explores the intricacies of navigating situations like when there are two partners and one wants to sell and the other doesn't, and draws on insights shared by professionals in the M&A field. By the end of this article, readers should have an understanding of how to assess the value of a staying owner, structure deals that benefit both parties, manage transitions, and overcome common challenges. ↗

SmartRoom has a new article, "Revolutionizing M&A: The Role of AI in Streamlining Due Diligence". This article explores how AI is being integrated into the M&A process and how SmartRoom leverages this technology to enhance due diligence for its clients. ↗