This Week’s Vendor News

NEW & UPDATED PRODUCTS

Arcesium unveils Aquata Marketplace to enhance data connectivity, elevate workflows and accelerate AI readiness for institutional investors. Aquata Marketplace provides users of the Aquata data platform with access to pre-configured integrations with 20 third-party partners including data and software providers, counterparties, and fund administrators. Through access to connections to a specialized investment industry ecosystem of data providers, institutional investment firms can accelerate data ingestion, analytics, visualization and reporting tasks. By establishing connectivity to common external data sources, Aquata users can improve the efficiency of workflows such as research and portfolio management, performance analysis, and investor and regulatory reporting. Aquata Marketplace was designed to eliminate the amounts of time and resources required to build connectors to market and alternative data sources, systems of record, risk and performance platforms, counterparties, and fund administrators, enabling investment firms to accelerate their data strategies while driving operational efficiencies. It enables both data connectivity and data management in one platform and is accessible to business users through a low-code interface. Through Aquata Marketplace, institutional investment firms will be able to access a view of data across all assets, public and private, and all fund structures. ↗

AlphaSense launches Financial Data to offer integrated view of market intelligence. Financial Data is a suite of structured datasets and purpose-built tools, orchestrated by domain-specific AI to meet the trust requirements of financial and business workflows. AlphaSense's Financial Data provides financial and corporate professionals with a unified view of both quantitative analysis and qualitative research insights. Financial Data eliminates pain points in market intelligence among private equity and venture capital firms and corporate teams by unifying market perspectives in one platform. It also enables new agentic workflows that accelerate deal sourcing, sector analysis, valuation modeling, and investment decisions. Core Financial Data components include: 1 - Workflow-native design: built for specific research workflows like company and deal screening, comp tables, and due diligence. 2 - Canalyst models: 4,500+ ready-to-use models with financials, operating metrics, and segment breakdowns. 3 - Integrated workflows: move seamlessly from screening to qualitative research. 4 - Industry comps: 115+ pre-built sector comp sets with KPIs curated by equity analysts for benchmarking. 5 -Historical financials and consensus: coverage across 17,000+ companies with citations to take users to Company Profile Financials for verification. 6 - Company-specific KPIs: 4,000+ companies with sector-specific metrics like unit economics, margins, and average revenue per user. KPIs become answerable in Gen Search and auditable via Company Profiles. 7 - M&A transactions: 950,000+ deals accessible with a Deal Intelligence Agent capable of producing one-click summaries from citations. 8 - Funding rounds: 685,000 private funding rounds used to enrich company backgrounds, peer sets, and market maps. 9 - Market data: global equities with intraday pricing for context in Gen Search answers. 10 - Workforce data: data on hiring velocity and role mix add context to private company and international signals in cases in which financials are sparse. ↗

MSCI launches MSCI PACS, which sets global classification standards for private assets. MSCI PACS sets a common language for transparency and consistency in private markets. Covering an array of private assets, including private companies, real estate and infrastructure, PACS provides granular classifications that can be used to benchmark, analyze and communicate portfolio strategies and performance effectively across the investment lifecycle. ↗

Lantern introduces Lantern Labs, where fund managers get early access to AI built for private markets. Lantern Labs is where AI tools are built to solve real fund and portfolio challenges. Test them in live workflows, influence their development and deploy competitive advantages before the rest of the market. Lantern's first Lab, Analyse, launches on October 9 2025. ↗

Fintent updates its deal-sourcing platform with 4 new enhancements. These updates include: It includes: 1 - Fast company search: Get results in 2–3 seconds, built for quick iteration. 2 - AI verification: Clean up lists with AI to reduce noise and filter out irrelevant companies. 3 - Flexible exports: Send results straight to Excel, your CRM, or into screeners for ongoing tracking. 4 - Predictive Signals: Scores like the M&A Signal surface companies that may be exploring a sale right now. ↗

Mend.io releases the Mend AI Security Dashboard: a new way to see, prioritize, and govern AI risks. Mend.io’s AI Security Dashboard offers a single view into AI specific vulnerabilities, compliance posture, and risk insights. With the Mend AI Security Dashboard, security and governance teams can provide: 1 - Holistic AI Security View: Monitor AI components and risks across all AI-powered applications, projects, and completed scans, without digging through unrelated data. 2 - AI Risk Prioritization: Severity-based data helps teams identify critical vulnerabilities and allocate resources efficiently. 3 - Informed AI Policy Setting: Leverage trends and usage patterns to shape governance policies that align with your organization’s AI risk landscape. 4 - AI Risk Policy Management: Communicate with management and compliance stakeholders by demonstrating policy alignment and AI risk posture in one centralized view. ↗

Yodlee's subsidiary, Yodlee Credit, can now operate as a Consumer Reporting Agency under the Fair Credit Reporting Act. For lenders, this means the ability to partner with Yodlee Credit to incorporate alternative data, such as cashflow insights, into their credit models. This approach expands access to affordable credit for underserved or credit-invisible populations while adhering to all regulatory and compliance standards. ↗

Docify launches new website. Here is what's new: 1 - A cleaner and faster experience, 2 - An overview of how Docify streamlines financial processes, 3 - An updated design. Docify's upgraded website can be viewed at: www.docify.eu/ ↗

Decimal Point Analytics unveils new branding. The updated branding includes a new logo and color palette. ↗

S&P Global to launch Crypto Ecosystem Index, a new way to combine cryptocurrencies and crypto-linked equities. S&P Global is expanding its S&P Dow Jones Indices crypto index offering with the launch of the S&P Digital Markets 50 Index. The index is designed to track a range of companies and digital assets connected to the crypto ecosystem, combining cryptocurrencies and publicly traded crypto-linked equities into one index. The new index will include 35 companies involved in digital asset operations, infrastructure providers, financial services, blockchain applications and supporting technologies, and will be combined with 15 cryptocurrencies selected from the S&P Cryptocurrency Broad Digital Market Index. S&P Global believes this will provide market participants interested in exploring crypto-linked opportunities with a measure of performance across both sides of the crypto ecosystem. ↗

Raylu updates its website. Now users have the ability to explore new case studies, customer testimonials, and product overviews. ↗

S&P Dow Jones Indices expands private markets offering by launching the S&P Private Equity 50 Indices in collaboration with NewVest. Designed to measure the performance of 50 of the largest available private equity funds for a year, the S&P Private Equity 50 Indices aim to provide market participants with an efficient and accessible view into some of the top funds in North American and European private equity. S&P DJI believes the new benchmarks capture a diversified exposure in a way that is enhancing transparency and scalability. The indices include: S&P Private Equity 50 2023 (Reserve - S&P 500) Index, S&P Private Equity 50 2024 (Reserve - S&P 500) Index, S&P Private Equity 50 2023 (Reserve - SOFR) Index and S&P Private Equity 50 2024 (Reserve - SOFR) Index. ↗

DEAL ACTIVITY

Qapita raises $26.5 million in a Series B round led by Charles Schwab. As part of the deal, Charles Schwab has introduced a new platform called Schwab Private Issuer Equity Services — powered by Qapita — which lets US startups manage their cap tables, administer stock plans, and prepare for public listings. This partnership will expand Qapita's presence in the US. ↗

Novata acquires Atlas Metrics to enhance data management. Atlas Metrics is a European sustainability performance and reporting platform. Together, Novata and Atlas Metrics now equips investors, banks, and corporates with the tools they need to collect, report, and act on sustainability data. With Atlas Metrics, Novata strengthens its European presence, deepens partnerships with financial institutions, and accelerates product innovation for clients globally. ↗

Juniper Square acquires Tenor Digital to expand private credit solutions for GPs. Tenor Digital is an AI-enabled platform purpose-built for private credit lenders and loan administrators. Tenor’s solutions optimize post-close loan operations, strengthening Juniper Square’s ability to serve the private credit market. Tenor’s offering will be integrated with Juniper Square’s connected software, data, and fund administration services platform. Tenor’s AI-driven suite of loan servicing, communications, reporting, and financial tracking and reconciliation tools will be integrated with Juniper Square’s connected technology and fund administration services. ↗

Carta acquires Sirvatus and launches Carta Loan Operations, built for private credit firms navigating loan administration workflows. Sirvatus is a loan administration platform for private credit funds. With the addition of Carta Loan Operations, Carta will offer: 1 - Native support for complex structures: Bespoke deal terms like cash sweeps, PIK toggles, unitranche loans, and amendments can be ingested directly from loan agreements in a purpose-built system. 2 - Automated loan tracking: Real-time dashboards display current loan positions, payment schedules, interest rates, loan and portfolio-level returns modeling and compliance status. 3 - Integrated accounting and reconciliation: Fund accounting updates instantly with every loan transaction, eliminating manual data entry and reconciliation. 4 - Seamless investor reporting: Institutional investors receive transparent performance data and customizable reports through Carta’s consolidated LP Portal. 5 - Scalable, audit-ready infrastructure: Built to support funds of all sizes, these automated workflows ensure accuracy and streamline audits. ↗

Salesforce signs definitive agreement to acquire Apromore. Apromore is a provider of process intelligence software that helps organizations discover, simulate, and optimize business processes. The acquisition will bring Apromore’s process intelligence and optimization directly into the Salesforce platform. This gives users a unified view of how their business processes actually run across front, middle, and back office systems. The acquisition is expected to close in the fourth quarter of Salesforce’s fiscal year 2026, subject to satisfaction of customary closing conditions. This acquisition will provide a full-spectrum of process intelligence capabilities that accelerate Salesforce’s agentic process automation vision, including: 1 - End-to-end process visibility: Apromore provides a view of business processes across all systems and applications, including Salesforce and other enterprise business systems, reducing operational blind spots. 2 - Foundation for agentic automation: Apromore’s capabilities will help accelerate Agentforce and Salesforce’s automation strategy by mapping business processes, unlocking opportunities for agentic automation and operational business improvements against KPIs. 3 - Measure and optimize: Apromore’s capabilities, including Process & Task Mining, Digital Twins & Simulation, and Root-Cause Analysis and Intelligent Compliance Assurance, will help customers measure process performance and simulate and test changes to predict outcomes and refine processes for improvement. ↗

PARTNERSHIPS & INTEGRATIONS

PM Insights partners with Arcesium through new Aquata Marketplace. This collaboration allows customers of both PM Insights and Arcesium to integrate between both platforms to cut time on data integrations, get daily pricing for private assets, and quickly launch analytics workflows. ↗

Odyssey Trust Company partners with Carta. Together, both companies are enhancing clarity and structure for the private-to-public transition. By combining Odyssey's expertience guiding companies through IPO readiness with Carta’s private-market platform, they are helping growth-stage businesses prepare early and execute with confidence. As Carta’s exclusive transfer agent partner, Odyssey gives newly listed companies an end-to-end transition from private to public markets. Odyssey's API integration with Carta ensures a smooth “lift and shift” of records, reducing friction and minimizing manual work. Without this integration, companies can face operational disruption, increased workload for internal teams, and a likelihood of data inconsistencies during the migration process. Odyssey and Carta’s integration ensures zero downtime and no risk of transposition errors. This new partnership supports teams from their early investor conversations through to ringing the bell and operating as a public company by ensuring regulatory compliance, business continuity, and a smooth entry into the public markets. ↗

S&P Global and IBM deploy agentic AI to improve enterprise operations. The companies are partnering to embed IBM's watsonx Orchestrate agentic framework into S&P Global's suite of offerings, starting with supply chain management. This collaboration aims to equip businesses with AI-powered tools to help tackle some of the challenges in today's global supply chain. The new offering is designed to provide S&P Global clients with solutions that enhance insight and visibility into supply chain and vendor selection tools, leveraging AI agents and combining data and content across procurement, trade, country and supplier risk domains. S&P Global will also build new agents for IBM's watsonx Orchestrate Agent Catalog using S&P Global's proprietary data, research, and analytics aimed to expedite decision-making across supply chain management. Additionally, S&P Global plans to integrate IBM AI technology with additional risk intelligence services in its Market Intelligence division. ↗

Raylu now integrates directly with Gmail and Outlook. with this integration, deal teams can run personalized outreach from the same place they build theses and market maps. How it works: 1 - Connect your inbox (Gmail or Outlook) in Raylu. 2 - Set your voice: upload example emails, choose tone and footer. 3 - Pick targets from a thesis-driven market map (or import a list). 4 - Choose a cadence: multi-touch sequence with timing, stops, and reply-based interruption. 5 - Review & personalize: Raylu drafts first touches and follow-ups with fund/PortCo context. 6 - Send & track: monitor delivery, replies, and meetings booked—then iterate. 7 - One workspace for sourcing + outreach. Turn a thesis into a targeted list, then launch a multi-touch sequence without leaving Raylu. What can users do with this integration: 1 - Launch thematic campaigns that reflect your thesis (novel segments, intersections, niches). 2 - Personalize at scale with credible signals (sector fit, business model cues, portfolio relevance). 3 - Replace fragmented outbound tools - compose, schedule, and send within Raylu, synced to Gmail or Outlook. 4 - Focus on meetings, not mechanics - Raylu handles enrichment, sequencing, and guardrails. ↗

Bridge House Advisors partners with Atominvest to enable efficient sustainability data Management and reporting for GPs and portfolio clients. Enabling Bridge House Advisors’ ESG/Sustainability Services through Atominvest’s Sustainable Investments Portfolio Management provides clients with automated solutions that can improve execution quality and efficiency of these services and helps accelerate identifying and sizing real value creation opportunities in the ESG/Sustainability space. Clients will now have automated solutions for core components of their ESG program, especially in the ESG Metrics & Reporting and Carbon Footprinting processes for their portfolio companies. ↗

Delio partners with Apex Group on the development of their new AI-driven WealthTech platform. By integrating Delio’s configurable operating system with Apex’s global infrastructure and service capability, the companies are helping wealth managers, private banks, and GPs create tailored solutions for the wealth channel. This gives private markets firms the flexibility to remain product-agnostic while managing onboarding, compliance, transaction processing and reporting from within a single platform, rather than multiple fragmented processes and point solutions across business lines. ↗

CWAN platform implemented by T. Rowe Price to modernize stable value operations. By integrating CWAN's platform, T. Rowe Price has helped improve productivity while decreasing risks. With CWAN, T. Rowe Price has achieved improvements across participant service and operations: Benefits for Plan Sponsors and Participants: 1 - Enhanced reporting, 2 - Real-time performance – instant visibility into daily book value and market value performance, 3 - Risk monitoring – increased transparency and access to analyze underlying portfolio holdings. 4 - Enhanced investment options – ability to customize fund structures, unlocking new strategies to match the plan sponsor’s objectives. Benefits for Stable Value Team: 1 - Reliable calculations – crediting rates automatically calculated across participant accounts, 2 - Reduced manual processes – wrap contract management streamlined, eliminating inefficient manual processes and reducing the risk of error or delays, 3 - Integrated trade solution – trades processed automatically to help optimize portfolio allocations and liquidity. ↗

PM Insights partners with KraneShares and S&P Dow Jones Indices on the new Krane S&P US Private Stock Top 10 Vintage 2025 Series. By combining KraneShares' fund structuring, S&P Dow Jones Indices' benchmark experience, and PM Insights' proprietary pricing methodologies, the companies are establishing a new standard for how private growth companies are valued, tracked, and accessed. The fund is now available through Charles Schwab and Fidelity Investments platforms. This new offering is designed to provide accredited investors with targeted exposure to the top US private technology companies as selected and tracked by the S&P US Private Stock Top 10 Vintage 2025 Series Index. PM Insights is providing valuation data for the fund. ↗

Harvest by Dasseti is partnering with the ESG Data Convergence Initiative. Harvest by Dasseti is now an ESG Data Platform Partner, which will enable EDCI insights to be viewed within their platform. ↗

Argo Fund Solutions forms new partnership with ENTRILIA. This collaboration will integrate Entrilia's fund accounting software into Argo's fund administration services. By leveraging Entrilia's fund accounting and operations platform, Argo Fund Solutions can enhance its own private capital fund administration services. ↗

Axcelus Financial selects SS&C to optimize operations and modernize IT. Additionally, Axcelus is transitioning IT infrastructure and client support for its operations in the US and Bermuda to SS&C Global Investor & Distribution Solutions. As a result, a portion of the Axcelus team will transfer to SS&C. They will focus on supporting Axcelus operations, ensuring service continuity and access to the team’s market experience. Axcelus’ existing policy administration systems will migrate to SS&C’s private cloud. The shift will drive optimization and scalability across the firm’s operations and introduce a range of automated services into Axcelus’ processes to simplify IT management. ↗

Park Square Capital expanding access for wealth managers and their clients to its European private credit strategies through the iCapital Marketplace. Park Square will leverage the iCapital Marketplace to provide wealth managers and their clients with access to Park Square’s expertise in European private credit and a 20+ year track record of performance across credit cycles. ↗

NEW CLIENTS

H.I.G. Capital selects SEI for fund administration and depositary services. SEI’s infrastructure will enable seamless integration with H.I.G.’s existing platforms to automate workflows, reduce manual data entry, eliminate duplication, and enhance data transparency. ↗

Oxford Finance chooses Hypercore to streamline their loan management operations. By adopting Hypercore, Oxford is enhancing its loan management operations with automation, scalability, and data transparency; strengthening its ability to deliver financial solutions efficiently and securely. ↗

The Trust Company of Tennessee chooses SS&C to power retirement services. The Trust Company of Tennessee has launched its corporate retirement services on the SS&C Retirement Recordkeeping platform. The firm is working with SS&C to modernize its retirement plan offering, which services more than USD $18 billion in assets. The Trust Company of Tennessee provides recordkeeping, administration and advisory services to businesses and organizations offering retirement plans. The platform upgrade enables retirement plan sponsors to deliver retirement and wealth management services to individual participants. Leveraging SS&C’s suite of services, The Trust Company of Tennessee is expanding its mobile and modern web experiences. ↗

OFFICE & PERSONNEL

Sonata One appoints Colin Clunie as Chief Operating Officer. Clunie is a Chartered Accountant with 25 years+ of experience in financial services across the insurance, asset management and banking sectors. He joins from Clearwater Analytics where he was the Head of EMEA and ASIA Operations. Clunie also held senior leadership and operational roles at Athora and BlackRock. Based in the UK, Clunie will be responsible for all aspects of client service globally, including client relationships, service delivery, and people development. ↗

SEI promotes Dave Langdale to Chief Revenue Officer for US private banking business, effective Jan. 1, 2026. Reporting to Sanjay Sharma, Global Head of SEI’s Private Banking business and CEO of SEI International, Langdale will oversee sales and client service and be responsible for defining and executing growth strategies that focus on business expansion through new and existing clients and expanding revenue streams. Langdale currently serves as Global Head of Operations, responsible for developing and maintaining SEI’s global operational footprint. He oversees facilities, supports client engagement, collaborates with leaders to harness automation and AI for scale, and fosters vendor/supplier relationships impacting operations and facilities. ↗

Joshua Lovell joins Northern Trust as the Global Head of Transfer Agency and Investor Servicing. Lovell is now responsible for leading the EMEA, North America, India, and Asia Transfer Agency and Investor Servicing groups. Levell brings over 20 years of leadership experience to Northern Trust. ↗

Passthrough hires Sabrina Zaks as a Mid-Market Account Executive II and Jessica Sullivan as an an Onboarding Manager. At Passthrough, Zaks will partner with venture firms, private equity groups, and fund administrators to eliminate the roadblocks that slow down closes and help them successfully complete raises fast. Sullivan brings prior experience in legal documentation and process design from her work in immigration law supporting startups and global companies. On Passthrough's onboarding team, Sullivan will translate fund documents into streamlined workflows that get investors across the finish line. ↗

VENDOR RESEARCH & WHITEPAPERS

Digify has a new blog, "Secrets to getting a VC to open your cold email pitch". In this blog, Digify breaks down the anatomy of the perfect cold email pitch to increase chances of hearing back from a VC. Digify provides a few examples to work with and shares three templates to help users brainstorm emails for their business. ↗

DiligenceVault has a new blog, "Manual vs Chatbot vs AI Extraction: Which Fund Document Analysis Method Should Allocators Use?". In this blog DiligenceVault goes over how there are now three approaches that compete for how we analyze fund documents: 1 - traditional manual review, 2 - conversational AI chatbots, and 3 - structured AI-powered extraction. DiligenceVault states that the question isn’t which is “best”, it’s which is optimal for your situation. ↗

Addepar has a new blog, "Modernization is a mindset". At a recent conference a discussion was had around modernizing tech, change management and measuring ROI. The concluding thought was that a successful approach to modernization goes beyond upgrading a tech stack, it is a mindset that requires cultural buy-in and careful strategic thinking. ↗

AWARDS

IDC gives CWAN two awards in the FinTech Ratings 2025 - Top 50. IDC has recognized CWAN as both a 2025 Top 50 FinTech solution provider and Fast Track FinTech innovator. ↗

FIS wins two Future Digital Awards from Juniper Research. FIS has won for: 1 - Best B2B Payments Platform in the Payments Innovation category. 2 - Fintech Leader of the Year for Chrissy Wagner, SVP GTM. ↗

SimCorp's Axioma Risk named Risk Management Software of the Year at the Hedgeweek US Awards. ↗