PE Stack and Holland Mountain present the first initiative to map AI / GenAI use cases and key vendors in Private Equity and wider private capital.
Valu8, Delio, Arcesium, Integrum ESG, and more- see the latest from these vendors in our weekly vendor news digest! News categories cover deal activity, partnerships and integrations, vendor whitepapers, and others.
Our latest Special Report, produced in collaboration with Untap helps our users understand the portfolio monitoring and value creation sector, including selection considerations and criteria. It also contains a Product Brief covering Untap and our verdict of this platform.
See a map of relevant vendors in the deal sourcing and execution space for private equity and venture capital. We cover software, data, and intelligence services - CRM, market data, diligence, alt data, relationship intelligence and more…
Cobalt Software Inc., a portfolio monitoring solutions provider, was acquired by FactSet, a provider of financial information and analytical applications. The acquisition was decided to advance Factset’s strategy to scale its data and workflow solutions completed using targeted investments in a multi-year investment plan and expanding its private markets offering.
Yesterday the Burgiss Group, LLC and Caissa, announced that they have entered into an agreement to merge the two businesses. Once combined, the firm will become a world leader in private capital as well as in total investment plan solutions. Both Burgiss and Caissa’s products are designed to manage asset allocation, liquidity, and assessing exposure, as well as performance and risk. The products also address compliance, ESG, and climate concerns. The newly combined firm will maintain its headquarters in Hoboken, New Jersey, with over 450 employees worldwide.
Carta, a cloud platform that connects the ownership network to increase transparency and liquidity between shareholders, has announced that they have raised a $500M Series G, which now values the company at $7.4B in a round led by Silver Lake. Carta was valued at $3.1 billion in the previous year.
