This Week’s Vendor News

NEW & UPDATED PRODUCTS

Similarweb introduces Similarweb AI Agents. The Similarweb AI Agents is a team of specialized AI agents that are purpose-built for marketing and sales teams. What can they do? 1 - Build SEO strategies, 2 - Detect emerging trends in real-time, 3 - Prep for meetings quickly, 4 - Create data-driven outreach that closes deals. The AI Agents include: 1 - AI Trend Analyzer, 2 - AI Strategist, 3 - AI Meeting Prep, 4 - AI Outreach. ↗

Private Equity Info releases new platform updates. These enhancements include: improved search and filters, improved user experience, investment bank transactions, deal feed, M&A law firms, enhanced exports and AI Search, coming later this year. ↗

Affinity launches new search result preview panel. This new feature is designed so that users can immediately validate they are looking at the right profile and can take action without breaking their workflow. Highlights of this new feature include: 1 - New relationship badges to help give context about the warmth of your relationship with them, 2 - Relationship context to see the number of notes, connections, reminders, lists, and associated opportunities to verify you're reviewing the correct record, 3 - Last contact details to see the date, time, and participants involved in the most recent meeting, email, call or messages, 4 - Expanded note previews so users can scroll through the text of each note result to identify the most relevant entry before clicking into it. The new search result preview panel is available to all Affinity users - no setup required. ↗

ShareVault enhances platform with updated look. ShareVault has rolled out a new logo, updated colors and a redesigned website. ↗

DEAL ACTIVITY

Salesforce signs agreement to acquire Informatica. Salesforce is acquiring Informatica for approximately $8 billion in equity value, net of Salesforce’s current investment in Informatica. Under the terms of the agreement, holders of Informatica’s Class A and Class B-1 common stock will receive $25 in cash per share. The combination of Informatica’s data catalog, data integration, governance, quality and privacy, metadata management, and Master Data Management services with the Salesforce platform will establish a unified architecture for agentic AI — enabling AI agents to operate safely and at scale across the modern enterprise. The transaction has been approved by the boards of directors of both Salesforce and Informatica and is expected to close early in Salesforce’s fiscal year 2027, subject to the receipt of required regulatory clearances and satisfaction of other customary closing conditions. ↗

PARTNERSHIPS & INTEGRATIONS

LemonEdge forms strategic partnership with Eleven. This collaboration provides clients with a way to access an integrated hub for managing private investments from end-to-end, supporting them across the entire investor lifecycle and back-office accounting operations. ↗

Mosaic expands platform to serve investment banks and announces strategic partnership with Evercore. In collaboration with Evercore, Mosaic will extend its platform to support investment banking modeling workflows across M&A and capital markets advisory. Evercore's Financial Sponsors Group will lead the initial rollout. Mosaic will collaborate with Evercore to expand the platform beyond private equity buyout deals analysis, accelerating innovation across valuation, M&A, and other investment banking use cases. ↗

Ilavska Vuillermoz Capital launches new DefenceTech fund on the fundcraft platform & consolidates digital fund operations. Ilavska Vuillermoz Capital, a Luxembourg-based venture capital firm, has gone live on the fundcraft digital fund operations solution with its newly launched DefenceTech fund, focused on early-stage European innovation in the critical defence sector. Ilavska Vuillermoz Capital has also completed the migration of its existing Luxembourg fund structures to fundcraft, consolidating its AIFM and Central Administration operations on a single digital solution. This consolidation enables scalable, compliant execution and a seamless investor experience for its LPs across all funds. ↗

iCapital supports BlackRock as it goes live with public-private model portfolios. The models are powered by GeoWealth’s UMA technology and supported by iCapital’s underlying technology capabilities. This collaboration is designed to simplify and enhance advisors’ ability to allocate across public and private markets. These models will provide advisors with enhanced workflows, reporting tools and investment management capabilities throughout the investment’s lifecycle. iCapital’s Multi-Investment Workflow Tool streamlines the entire alternative assets investing experience. ↗

ERM and Truescape develop strategic partnership. This new collaboration offers visualization tools that help clients communicate technical and commercial data to stakeholders to enhance understanding, reduce risk and support decision-making. Combined with ERM’s experience in capital project and infrastructure development and delivery, these visualization capabilities support planning and development across a client’s project lifecycle from design through to permitting, construction and operations. ↗

Broadridge Financial Solutions forms partnership with Novisto, a software provider specializing in sustainability data management and reporting. The collaboration aims to deliver a new platform to support companies worldwide with sustainability and non-financial reporting. The partnership addresses the need among public companies for more tools to manage disclosure obligations, streamline third-party requests, and enhance stakeholder engagement. Together, they are offering a unified solution that integrates peer benchmarking and strategic consulting with data management,. The joint platform intends to help companies capture, audit, and report information with both voluntary frameworks and mandatory regulations. ↗

Chronograph and it|venture partner to enable private capital interconnectivity. With Chronograph now available on the it|venture Connect platform, shared clients can benefit from bidirectional, automated data transfer across upstream and downstream solutions. By integrating Chronograph into Connect by it|venture, mutual clients can now seamlessly transfer their accounting and CRM data into Chronograph while also transferring their portfolio monitoring data into Snowflake, Power BI, or other downstream tools. This eliminates manual data replication and ETL maintenance while streamlining access to insights. ↗

Green Project and Achilles partner to enhance supply chain carbonization. This new collaboration aims to change how enterprises manage Scope 3 emissions. By combining Green Project’s carbon measurement and engagement tools with Achilles’ global risk management solutions, the partnership will help corporates activate their supply chains on climate, source quality primary emissions data, and drive progress to decarbonization. Corporates can now pair Achilles’ supplier sustainability scores with Green Project’s carbon accounting data to gain a comprehensive view of suppliers’ sustainability performance. This enhanced insight will allow businesses to transition from passive emissions tracking to actively achieving reductions. ↗

SimCorp and 360T enhance partnership to optimize FX trading for buy-side firms. Now, buy-side firms using SimCorp One will have access to 360T FX systems, providing additional optionality to institutional investors. In addition, SimCorp clients will now be able to access 360T through FIX as a Service, which is SimCorp One’s managed service that connects brokers and trading platforms. This integration enhances buy-side firms’ ability to execute orders quickly and efficiently across financial markets. ↗

S&P Global expands collaboration with Databricks with the addition of S&P Capital IQ Pro datasets via Delta Sharing. S&P Global has added several S&P Capital IQ Pro datasets, which are now available in Databricks. Powered by Databricks Delta Sharing, this enhanced collaboration between S&P Global and Databricks allows users to access and query additional S&P Global datasets, including financials, estimates, filings, transcripts, transactions, sustainability across investment management, risk, and competitive intelligence use cases — all without data ingestion. S&P Global will continue to add additional datasets to Databricks Delta Sharing. ↗

Bain & Company forms partnership with Palantir to deliver AI transformations for clients. This new partnership enables clients to accelerate AI-driven productivity gains with enhanced speed and efficiency through Palantir’s enterprise AI platforms. ↗

Carta is supporting the private market ecosystem in the Middle East and North Africa region with its end-to-end software platform for fund operations. Carta recently announced its Financial Services Permission from ADGM’s Financial Services Authority, unlocking a new phase of growth in MENA. This milestone advances Carta's global mission to make private markets more accessible, transparent, and equitable. Carta will support the private market ecosystem in the MENA region with its end-to-end software platform for fund operations and with its equity management solutions for companies (including startups). Located at Hub71 WeWork, Carta’s new office serves as a base for expanding sales and marketing efforts in the MENA region. ↗

BONVENTURE chooses Quantium to power operational efficiency and impact tracking. To support BONVENTURE's portfolio and enhance operational efficiency, Quantium will help to: 1 - optimize loan management with real-time bank data integration, 2 - monitor portfolio and covenants using AI-powered analytics and 3 - access insights across fund and LP performance. ↗

Dynamo welcomes Locke Capital as a new client. Locke Capital selected Dynamo’s alternative investment software modules, which include CRM, Marketing/Fundraising, Investor Relations, Investor Portal, and Investor Onboarding, to elevate its operational capabilities and streamline its investor relations processes. By centralizing investor documentation and enabling streamlined execution of agreements via its Investor Portal, Dynamo reduces administrative burdens. Additionally, the platform simplifies generating reports, informing investors of transactions, and tracking multiple accounts for individual LPs. ↗

Invesco EMEA streamlines asset management with Drooms. By centralizing their portfolio on Drooms' platform, Invesco Real Estate has streamlined its asset management. The result has been quick transactions, enhanced accessibility and full control over data. ↗

FIS will enhance back-office operations for MUFG Securities Canada. MUSC chose FIS’ Post Trade Processing Platform to help streamline its back-office operations, mitigate risk, and help unlock business growth. MUSC will also benefit from an open API and SaaS-based solution, which will provide transparency and control to its institutional investors. ↗

PortF's newest client is Techstars. Founded in 2006, Techstars helps founders scale their startups by operating accelerator programs and venture capital funds, as well as by connecting startups, investors, corporations, and cities to help build startup communities. ↗

OFFICE & PERSONNEL

Broadridge appoints Gemma Cowie as Head of Global Growth Solutions within its Data and Analytics Business. Cowie will report to Nigel Birch and be based out of Broadridge’s London office. In her new role, Cowie will lead the Global Growth Solutions team in delivering data and intelligence capabilities and actionable insights that help address client challenges. Cowie joins Broadridge from Royal London Asset Management, where she served as Head of Strategy, driving future product and business strategy. Prior to this, she held senior roles at Neuberger Berman, Aviva Investors, Henderson Global Investors, and Chase Manhattan Bank. ↗

Shripad Nagarnaik is the new Chief Marketing Officer at Decimal Point Analytics. At Decimal Point Analytics, Nagarnaik will spearhead the global marketing function, strengthening brand visibility, amplifying demand generation, and shaping the voice of Decimal Point's platforms, solutions, and services worldwide. ↗

Titanbay welcomes Sam Franklin as its new Director, GP Solutions. Franklin brings 14 years of experience spanning equity distribution, fund research, placement, investor relations, and capital formation. For the last two years, Franklin was Director of Investor Relations at Helios Investment Partners. ↗

ROYC welcomes Markus Kronenberghs as a new Senior Advisor. Until recently, Kronenberghs spent time at REIA Capital as a Managing Partner and Senior Advisor. Previously, he worked at Cara Investment GmbH, Kedge Capital, The Carlyle Group, UBS and SBC Warburg. ↗

VENDOR RESEARCH & WHITEPAPERS

Maestro has a new blog, "From Financial Engineering to Operational Alpha – Why PE Firms Need Modern Value Creation Technology". Maestro feels that the playbook for private equity success has changed. In this Whitepaper, Maestro details the evolution of operational value creation in PE, and the impact it has had on the complexities and opportunities for today’s cross-functional processes, workflows and demand for technology infrastructure. ↗

Finalis has a new blog, "Traditional Deal Sourcing Is Dead – And Here’s What Killed It". Finalis feels that we are living in a moment of accelerated technological progress. The result has been a shift in the M&A industry. Finalis states: "the way deals have historically been sourced won’t work in the future. Old sourcing is out. New tech has leveled the field". ↗

AWARDS

FIS wins in two categories at WatersTechnology Asia Awards. FIS was named best ESG Data Provider for its FIS Climate Risk Financial Modeler and Best Reconciliation Platform for its FIS Post Trade Processing Platform. The WatersTechnology Asia Awards recognize firms that work in the deployment and management of financial information and technology within Asia's capital markets community. ↗