This Week’s Vendor News

NEW & UPDATED PRODUCTS

SUBSCRIBE launches SUBSCRIBE Altscape, a new marketplace connecting alternative asset managers and wealth management firms. Features of Altscape include: 1 - The marketplace will offer a menu of direct private market opportunities, 2- deliver a select list of managers by independent investment consultants, 3 - centralize tax-advantaged private market solutions, 4 - offer low-cost feeder fund formation services with no management fees if indirect access is required. ↗

InvestorFlow introduces InvestorFlow AI. InvestorFlow AI enhances how firms capture, analyze, and act on unstructured data. Through automation and integration, InvestorFlow AI enables firms to accelerate capital formation, drive deal flow, and optimize decision-making at scale. Features include: 1 - Extracts insights from emails, meeting notes, and firm-wide interactions. Integrates data from Preqin, Pitchbook, and other industry sources. Generates actionable briefs for every investor, deal, and fund. 2 - Embedded AI enhances workflows: Operates directly within existing capital formation and deployment systems. Boosts productivity by reducing manual data entry and enhancing CRM value. Enhances coordination across investor relations, deal teams, and leadership. 3 - Updated investor targeting: Automatically identifies investor interests and co-investment patterns. Builds investor lists to streamline campaigns. Improves meeting preparation and follow-up with AI-synthesized briefs. ↗

Green Project Technologies unveils act50, its marketplace solution for decarbonization. Built to help businesses measure and reduce carbon emissions, act50 enables companies to engage their suppliers in climate action through scalable access to renewable energy. With act50, suppliers can purchase RE100-compliant energy attribute certificates, while sustainability teams gain transparent, automated tools to track and report Scope 3 reductions. ↗

Xpedition launches SwitchUp, a new support for Microsoft Dynamics 365. Features of SwitchUp include: 1 - Seamless onboarding, 2 - Support tiers that evolve with each user, 3 - A co-managed model that works alongside teams, 4 - Ongoing enablement through workshops, roadmaps and regular reviews. ↗

ValueWorks releases platform Version 1.28 with enhanced features that include chart customization and formatting. With this release, users have control over the scale of their data labels, the number of decimals shown, as well as special displays such as always showing the full year or only the year-to-date data points. ↗

CB Insights unveils five recent platform enhancements. These updated products are: 1 - new mobile app that users can get personal briefings, search for companies, generate scouting reports, and chat with ChatCBI, on the go. 2 - CB Insights is building a new private company revenue dataset, with transparency into where it came from. 3 - New insights feed - users can get personal briefings and insights on companies, markets, and competitors now all in one single homepage feed. 4 - Now, any MCP-compatible AI agent can tap into CB Insights’ datasets and tools, including ChatCBI, without any line of code. 5 - CB Insights has expanded its news sources to capture more equity deals and fuel AI-driven insights. Additionally, ChatCBI now links directly to company profiles, and users can export any conversation to a PDF. ↗

Daloopa reveals new Daloopa Add-in. Features of the Daloopa Add-In include: 1 - quick onboarding, 2 - streamlined retrofitting, 3 - more memory and personalization, 3 - one home screen, 4 - state-based experience, 5 - manual mapping, when wanted. ↗

DEAL ACTIVITY

Datasite acquires Grata. CapVest Partners, the controlling shareholder of Datasite, intends to invest $500 million to expand Datasite’s intelligence solutions. Datasite’s acquisition and ongoing investment in Grata will accelerate the growth of its deal sourcing and market intelligence tools. Co-founders Andrew Bocskocsky and Nevin Raj will continue to lead Grata as a strategic business unit within Datasite. ↗

Filament Syfter raises $4.8 Million in Series A Funding Round. The investment will be used to scale Filament Syfter’s operations as it expands its presence globally in the private equity and investment banking industries. The capital infusion will also accelerate product innovation at the firm. ↗

PARTNERSHIPS & INTEGRATIONS

Intapp and SUBSCRIBE partner to streamline private market operations. Intapp and SUBSCRIBE have entered into a partnership to digitize and centralize investment workflows, enhancing the onboarding and fundraising processes for fund managers, investors, and service providers. This partnership brings together the deal and relationship management capabilities of Intapp DealCloud and SUBSCRIBE’s fund onboarding solution. Joint clients will be able to access manager and investor data from SUBSCRIBE’s platform directly within DealCloud. With real-time data flow, firms will improve collaboration, enhance decision-making, and reduce operational risks. ↗

Bloomberg expands alternative data offering with web traffic data from Similarweb. Bloomberg has announced the availability of Similarweb’s web traffic data on the Bloomberg Terminal via {ALTD}, enhancing its alternative data offering with insights into online traffic performance that will grow to cover 3,000 public and private companies. The addition of Similarweb data analytics allows investors to nowcast company KPIs and discover emerging trends in company performance. Now available through {ALTD}, the web traffic dataset provides Bloomberg Terminal users with granular, daily-level intelligence on web traffic across 190 countries. The data is delivered on a 7-day lag with 5 years of history. highlights of Bloomberg’s expansion of {ALTD} with data from Similarweb include: 1 - increase in company coverage, 2 - expanding sector coverage:, 3 - enhanced data signal. ↗

Broadstreet Impact Services partners with Entrilia to utilize Entrilia's fund administration software. This partnership aims to support Broadstreet's growth and enhance its services for impact investment firms and community development entities. Integrating Entrilia's platform is expected to help Broadstreet streamline operations with features like integrated investor portals and full accounting capabilities. ↗

Dynamo collaborates with Northfield Information Services to deliver proprietary cash flow models to support LPs and institutional investors. Northfield is a risk management analytics provider known for its research based applications. ↗

HSBC UK Private Banking extends its partnership with Addepar, to provide clients with a new reporting experience. HSBC plans to further extend its partnership with Addepar, as plans to roll out its platform in the Channel Islands and Luxembourg later this year. ↗

Carta now integrates with Ramp for real-time expense visibility. Now, expenses incurred on Ramp cards can be synced to Carta Fund Administration. This new expense operation is available to users who use both Ramp and Carta Management Company Administration. ↗

ShareVault forms strategic partnership with the Alliance of M&A Advisors to enhance M&A solutions. Highlights of this partnership include: 1 - ShareVault gains access to a network of over 1,100 M&A professionals working on deals ranging from $5M to $500M. 2 - ShareVault is positioned as a trusted solution for secure document sharing across the AM&AA’s global network. 3 - The partnership supports ShareVault’s broader strategy to expand into new markets and verticals and build relationships with industry players. ↗

Nasdaq launches access to Nasdaq Private Market’s Tape D API to deliver visibility into private markets. Nasdaq announced that it has partnered with Nasdaq Private Market, a provider of secondary liquidity solutions to private companies, employees, and investors. This collaboration will provide price transparency and valuation visibility into private, pre-IPO companies, including unicorns and other startups through NPM’s Tape D private company dataset. Now available to Nasdaq clients through API integration via Nasdaq Data Link, Tape D addresses transparency challenges by helping investors evaluate private holdings, enabling banks to structure private transactions effectively, supporting wealth advisors and shareholders in managing liquidity needs, and equipping private companies with insights for capital raises and tender offers. This data product delivers real-time private market pricing by integrating primary round data, secondary market transactions, and accounting data including mutual fund marks and 409A valuations. ↗

Sumitomo Mitsui Banking Corporation joins Portware, a FactSet Company, as a liquidity provider in FX markets. SMBC is now live as a liquidity provider on the Portware platform. This integration enhances Portware platform's ability to deliver expanded liquidity and access to trading partners. ↗

Decimal Point Analytics is now a Databricks Partner. Decimal Point Analytics is partnering with Databricks to deliver its Data Intelligence Platform, unifying analytics, AI, and governance on a single Lakehouse platform. Through this collaboration, Decimal Point Analytics can help businesses: 1 - Break data silos, 2 - Accelerate AI adoption, 3 - Strengthen data governance, 4 - Reduce operational costs. ↗

Egypt’s MSMEDA partners with Visible.vc to unify portfolio reporting across the startup ecosystem. MSMEDA, (with World Bank support), Visible.vc and Egyptian VCs are launching a unified portfolio reporting platform. This partnership and planned platform will help improve transparency, streamline data, and attract more foreign investment into Egypt’s VC space. The platform is expected to go live by the end of Q2 2025. ↗

NEW CLIENTS

Fundhost selects SS&C to power fund accounting & registry services. Fundhost, a boutique fund services provider to investment managers in Australia, has selected SS&C to support its fund services operations. Under the agreement, Fundhost will use SS&C’s platform to streamline its unit registry and fund administration operations. As part of the transition, 10 Fundhost employees have joined SS&C’s Sydney office to ensure continuity of service and a seamless onboarding process for Fundhost clients. ↗

Symetra Investment Management goes live with Allvue Systems CLO solution. Symetra selected Allvue’s CLO solution to launch its inaugural collateralized loan obligation offering. Symetra, a registered investment advisor with approximately $79 billion in assets, closed Symetra CLO 2025-1, a $408 million CLO transaction, in April 2025. ↗

Dealstack now supports the implementation of several employee equity plans for IK Partners. Now, multiple IK deal teams leverage Dealstack, along with external counsel, to implement and digitize their employee equity at scale. Outcomes so far include: 1 - Hundreds of employees onboarded in days - e-signatures and KYC cleared quickly. 2 - Zero version control risk - deal teams and external counsel work off the same real-time equity data. ↗

Indiana University Foundation picks Canoe to help with automating their alts investment data processes. Canoe will help automate their alternative investment data processes and modernize their operations, helping them secure resources for Indiana University. ↗

Mentenova modernizes manager research and investment reporting with DiligenceVault. Mentenova is a South African investment firm that designs and manages investment solutions for institutional and individual investors. With DiligenceVault, Mentenova is standardizing data collection, and automating workflows across manager engagement and oversight processes. Mentenova also plans to integrate DV Assist, DiligenceVault's AI-powered assistant. ↗

Multiplicity Partners chooses Canoe to automate their alts document collection and intelligence. Multiplicity Partners is an investment firm providing flexible solutions to investors and fund managers seeking liquidity solutions for their private market assets. Canoe is providing Multiplicity Partners with enhanced capabilities to navigate the complexities of categorization and extraction. ↗

ATLAS SP Partners chooses FIS’ Commercial Loan Servicing Solution to help streamline its investment workflows. FIS will support ATLAS’ service for both investors and borrowers, delivering efficiency and transparency around loan and investment details. ↗

Baltimore City Fire and Police Employees’ Retirement System selects Canoe for alts automation. Canoe is collaborating with F&P to automate their alternative investment data processes and modernize their operations. ↗

OFFICE & PERSONNEL

FactSet announces CEO succession plan. The Board of Directors has appointed Sanoke Viswanathan as Chief Executive Officer, effective early September 2025. He will succeed Phil Snow, who will retire as CEO and a member of the Board at that time. Snow will serve as a senior advisor up to the end of the calendar year to support the transition. Viswanathan is a 15-year veteran of JPMorgan Chase, most recently serving as CEO of International Consumer and Wealth and as a member of JPMorgan’s Operating Committee. ↗

MSCI welcomes Ralph Eissler to MSCI as its Head of Private Assets Research and Development. Eissler will leadMSCI's efforts to deliver the insights and standards that private asset investors need to navigate the private assets landscape. Until recently, Eissler was the Managing Director, Head of Private Markets Research at Neuberger Berman and before that he spent more than five years at Ares Management Corporation as Principal, Quantitative Research Group. ↗

Greg Kok, Managing Director of IQ-EQ Guernsey, appointed Treasurer of Guernsey Investment Fund Association. Bringing 27 years of financial industry experience to his new committee role, Kok has worked with global firms across multiple jurisdictions including the UK, Bermuda, Singapore, Vietnam and Luxembourg. Prior to his role at IQ-EQ, he was Group Head of a global alternative investment fund management company with operations in Luxembourg, Guernsey and Ireland. ↗

Victor Poinson is the new Director of Operations at Moonfare. Recently Poinson has been freelance as a Product, Operations & Digital Transformation Consultant. before that, he was Director of Program Management & Operations at Ledger and also spent 10 years at Google. ↗

FINTRX welcomes Brent Wade as its new Head of AI. Wade will help accelerate the integration of AI across both of FINTRX's product offerings and internal operations. Wade joins FINTRX from GIM AI, a boutique consultancy he co-founded focused on applied AI solutions. He also served as Director of Engineering at an enterprise AI platform, where he helped found one of the first voice and conversational AI systems for sales and customer support. ↗

Anaplan adds Jack Caragol and Justin Edwards to its Go-to-Market leadership team. Caragol has joined Anaplan as SVP and Managing Director for the Americas. He will lead the company’s strategic initiatives and operations across Anaplan’s largest sales organization. With over 27 years of experience, Caragol comes to Anaplan after more than eight years with ServiceNow, where he most recently served as the Global VP of Sales and GTM for its CRM, Finance, and Supply Chain businesses. Edwards is the new SVP of GTM Operations. He most recently served as VP and Head of Sales Strategy, Operations, and Enablement at Docusign. He also spent more than a decade at SAP, where he held roles across finance and sales operations. ↗

AlphaSense moves global headquarters to New York City’s Hudson Yards. AlphaSense’s new headquarters is located at 441 Ninth Avenue – Hudson Commons. The new headquarters adds to AlphaSense’s expanded global presence in recent years, which includes the opening of a regional hub in Singapore, an expanded London office space and the addition of a Chicago office. ↗

Christian Roth starts new position as Global co-Chief Investment Officer at Northern Trust Asset Management. Roth has been with Northern Trust for the past year. Previously, he spent almost 25 years at Morgan Stanley Investment Management, most recently as its Chairman, Broad Markets Fixed Income. ↗

VENDOR RESEARCH & WHITEPAPERS

Grata has a new blog, "Data as a Strategic Asset: 10 Tips & Considerations for Optimizing Your M&A Strategy". Grata feels that to optimize strategy and win more deals, investors must treat data as a strategic asset. In this blog, Grata provides 10 tips for capitalizing on M&A data, from evaluating investments to pricing deals to integration. ↗

FundGuard has a new blog, "The Impact of SMAs and Direct Investing on the Asset Management Value Chain". In this blog, Fundguard explores why interest is growing, the operational complexity behind this shift, and how firms can prepare. ↗

Nth Round has a new blog, "11 Essential Functions Modern Family Businesses Are Adopting to Simplify Ownership". In this blog, Nth Round goes over 11 functions that businesses are implementing to bring structure, clarity, and efficiency to shareholder administration. ↗

AWARDS

Bite Investments wins two awards at the 2025 Global Business and Finance Magazine Awards. Bite has been named "Best End-to-End Investor Management Software" and "Best Fundraising and Investor Management Software Solutions". This is the second year in a row that Bite has won these two awards. ↗