AI / GenAI, Industry Maps
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AI / GenAI in Private Equity: Key Use Cases ...

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.

AI / GenAI in Private Equity: Key Use Cases and Vendors
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Weekly News: Week of 3/27/23

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.

Weekly News: Week of 3/27/23
White Papers, Portfolio Monitoring, Value Creation
Guest User
Portfolio Monitoring & Value Creation / ...

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.

Portfolio Monitoring & Value Creation / Untap Product in Focus
Private Equity Solutions, Private Equity Software, Market Data, Industry Maps
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Deal Sourcing & Execution - Core Software, ...

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…

Deal Sourcing & Execution - Core Software, Data & Intelligence
White Papers
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The Perfect Pitch? Here's What We Learned by ...

Slide presentation or straight into a demo? Product specialists or account executives? 30 minutes or 60 minutes? PE Stack analyzes the approach of 50 sales teams we’ve engaged with alongside clients in the past year to bring you key insights from the world of SaaS demos.

The Perfect Pitch? Here's What We Learned by Analyzing 50 SaaS Demos

Burgiss and Caissa Announce Merger

Burgiss and Caissa Announce Merger

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.

Canoe, Dynamo and Affinity Report Deal Activity

Canoe, Dynamo and Affinity Report Deal Activity

Today, in a busy day for deal activity, Canoe Intelligence has announced the completion of a Series A extension funding led by clients Blackstone and Carlyle, Dynamo Software has announced a strategic growth investment from Blackstone, and Affinity has raised $80M to help close deals

Aumni Has Announced $50 Million Series B Funding led by J.P. Morgan with Participation from Pelion Partners

Aumni Has Announced $50 Million Series B Funding led by J.P. Morgan with Participation from Pelion Partners

Founded in 2018, Aumni is an investment analytics platform for private capital markets that includes venture funds, family offices, university endowments, and corporate venture firms. On August 26, 2021, they announced the closing of a $50 million Series B funding round led by J.P. Morgan. Also a participant in the round was Pelion Venture Partners with investors WndrCo, Citadel Securities, Invesco Private Capital, Vanderbilt University, and Kera Capital.

Carta Raises $500mn Using CartaX Platform   

Carta Raises $500mn Using CartaX Platform   

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.

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Preqin Acquires Colmore, Latest Deal to bring Market Data and LP Portfolio Management Closer Together

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Preqin Acquires Colmore, Latest Deal to bring Market Data and LP Portfolio Management Closer Together

As Preqin announces the acquisition of Colmore, PE Stack takes a look at the deal and how the stated strategy compares to other integrated market data and SaaS solutions in the competitive LP-focused solutions space.

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Market Data Integration: 5 Key Considerations

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Market Data Integration: 5 Key Considerations

A software platform’s ability to integrate with leading industry market data sources is a key consideration criteria often subject to false assumptions and misinformation. In an effort to improve the alignment of expectations between buyers and sellers of private capital software and data, we’ve identified the five most important considerations to ensure no nasty surprises during implementation.

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Why PE Firms Need a Data Strategy

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Why PE Firms Need a Data Strategy

For private equity firms, data forms the foundation from which opportunities are uncovered, decisions made and competitive advantages built. A robust strategy for the collection, structure and maintenance of data should therefore be of critical importance… but is all too often neglected or completely ignored.