This Week’s Vendor News

NEW & UPDATED PRODUCTS

FIS launches enhanced Private Capital Suite. FIS has reengineered its Private Capital Suite as a cloud-native software-as-a-service solution. By integrating FIS’ Investor Services Suite, the Private Capital Suite will be upgraded into a fully front-to-back solution. By replacing manual processes with automation, harmonizing data flows, and supporting real-time insights, the Private Capital Suite helps private equity firms deliver a modern investor experience. With FIS retooling Private Capital Suite as a cloud-native SaaS offering, it operates as a flexible and scalable ecosystem that can help private equity managers with fund processing, helping drive efficiency, compliance and transparency. It enhances its anti-money laundering, know your customer, and investor onboarding capabilities. By integrating Investor Services Suite, the Private Capital Suite solution services the full private equity lifecycle, covering investor onboarding, new portfolio monitoring, portfolio analytics, fund and partnership accounting, reporting, and front-to-back data management. The solution also provides multijurisdictional compliance capabilities, allowing FIS to service modern private equity firms and asset managers. ↗

State Street Corporation's Enterprise Performance is now live for clients of the Charles River Investment Management Solution and State Street Alpha. The fully integrated solution offers a single performance calculation engine that enables efficiency in performance operations. The cloud-based solution was designed to mitigate data exchange issues, providing clients with scalable data distribution through an integrated data platform and enterprise data management capabilities. Clients can access multi-dimensional reporting, automated workflows surrounding standard and correction processing, and meaningful performance, ex-post, and attribution-related analytics, with expanded calculation scalability throughout. ↗

ValueWorks launches new Procurement Dashboard to give mid-sized companies and their advisors what they need to enhance cost optimization. ValueWorks' analysis looks at: 1 - Spend transparency: purchases, supplier base, top suppliers. 2 - Anomalies: e.g. procurement volume rising faster than sales. 3 - Benchmarks: spend per revenue or per employee across business units. 4 - Processes: identifying inefficiencies in ordering. 6 - Savings: tracking progress against defined optimization plans. ↗

Daloopa unveils new MCP server. Now, with ChatGPT MCP compatibility live in Pro and Plus accounts, users can now access the Daloopa MCP directly in ChatGPT. With Daloopa’s MCP, users can pull thousands of historicals and KPIs directly into their chat window, to power auditable financial queries without hallucinations. Daloopa’s MCP allows its data to be flexibly and securely accessed by LLMs, for use in various AI applications. Daloopa's MCP enables LLMs to communicate effectively with its database and gives systematic instructions to its client’s LLM on how to query and pull Daloopa's data into their systems. This means that LLM’s can efficiently digest Daloopa’s database, without overloading their system, saving its clients time and resources. ↗

CWAN and US Bank launch new compliance solution. This extended collaboration will deliver CWAN’s compliance solution as a standalone option, giving government clients a streamlined way to strengthen oversight, ensure reporting accuracy, and meet regulatory requirements. Clients benefit from seamless integration with existing custody data, rule-based compliance testing, and automated issue resolution, designed to reduce risk and improve oversight. The CWAN compliance solution offers: 1 - automated compliance testing against client-defined rules, 2 - direct integration with US Bank custody data feeds for efficiency, 3 - audit-ready dashboards and reports that simplify oversight, 4 - Flexible, modular pricing tailored for government budgets. ↗

FIS unveils new Bank Modernization Framework, to help modernize the full banking ecosystem. The component-based framework unlocks new modernization pathways for financial institutions of all sizes, enabling banks to modernize at their own pace and starting point. This allowing them to begin with any part of their technology stack, whether it’s digital channels, data and AI, or open banking integrations. FIS’ Bank Modernization Framework is grounded by each client’s specific needs and strategic goals enabling each institution to have its own unique starting point based on the maturity of its existing technology. It uses data-driven insights to unlock pathways to modernize technology stacks through incremental upgrades, component adoption or full core transformation, aligned with the modernization journey that’s right for them. ↗

Robin expands playbooks to support contract negotiations. With this latest enhancement to Robin Playbooks, legal teams can respond to multiple rounds of edits. Robin can propose minimal human-like redlines, accepts or rejects counterparty edits, and makes further drafting suggestions. With this feature, Robin can reject unacceptable changes and suggests fallback wording, which saves hours of back-and-forth. One aspect of this new capability is that Robin can edit alongside the user. When making your own adjustments to a contract, Robin is able to distinguish your edits from the counterparty’s edits, ensuring it responds only where it should. Robin's new feature helps lawyers: 1 - Reduce the time spent on repetitive contract negotiations, 2 - Ensure consistency with approved playbooks, 3 - Focus on high-value strategic issues rather than drafting minutiae. ↗

Aumni shares new platform updates. New features to Aumni’s KPI solutions offer manual entry of performance metrics, allowing for immediate adjustments and accurate data tracking. ↗ adoption or full core transformation, aligned with the modernization journey that’s right for them. ↗

Bipsync refreshes its brand and website. With an updated new look, this enhanced website will help make it easy to navigate Bipsync's insights and resources. ↗

GF Data enhances platform. GF Data's platform has been updated, giving its users new ways to benchmark, visualize, and share deal data. ↗

DEAL ACTIVITY

Carrick Capital acquires Intelligo. Carrick Capital Partners, a growth-oriented investment firm focused on software and software-enabled businesses, has provided a majority investment in Intelligo. Carrick's investment includes a capital infusion to accelerate product innovation, expand go-to-market efforts, and pursue strategic opportunities. AB Private Credit Investors is participating as a co-investor and Trinity Capital will provide a debt facility. ↗

FIS completes acquisition of Amount, a provider of unified digital banking origination and decisioning experiences for financial institutions. The Amount platform, integrated into FIS digital, core banking and card systems, will help FIS clients grow deposits, loans and card portfolios efficiently and securely. FIS’ acquisition of Amount enhances its digital account origination capabilities. With the addition of Amount, FIS can: 1 - Simplify account opening withprocesses that reduce fraud and ensure compliance. 2 - Streamline credit card issuance and payments with fast approvals and seamless customer journeys. 3 - Prvides institutions with tools to boost efficiency, expand offerings and streamline lending. ↗

Crisil, an S&P Global Company, acquires McKinsey PriceMetrix Co., a provider of performance benchmarking and data-driven insights for the wealth management industry. The acquisition includes products such as ValueOne, FeeCheck, CommissionCheck, SignalOne, advisory services, and surveys of the North American wealth management sector. Post-transaction, PriceMetrix will be part of Crisil Coalition Greenwich, and its employees will transition to Crisil. McKinsey will continue leveraging PriceMetrix insights for its client engagements. The transaction is expected to be completed over the coming months, subject to meeting customary closing conditions. ↗

PARTNERSHIPS & INTEGRATIONS

Raylu now integrates with Affinity. This integration connects Raylu’s AI agents directly with Affinity so PE and VC teams can automate market mapping, research, and outreach while keeping workflows in their CRM. The integration’s first use case is an integrated workflow that lets investors identify niche markets in Raylu, enrich them with AI-generated insights, and seamlessly push curated company lists into Affinity to manage and track outreach. This allows deal teams to increase sourcing efficiency while maintaining the relationship context in Affinity. Early users are leveraging the integration to accelerate thematic sourcing, enrich pipeline opportunities, and automate outreach campaigns, while keeping data and workflows centralized in Affinity. With Raylu’s AI-powered market mapping, company research, and outreach automation integrated with Affinity’s CRM, investors can now: 1 - Work directly inside Affinity company records to see whether an entity already exists in Affinity, or needs to be added. 2 - Pull CRM fields and leverage AI to summarize key insights, with the option to customize what Raylu writes (relationship summary, investment thesis, next steps). 3 - Maintain full provenance for every AI column — each field includes citations; click to view the exact Affinity entity/file/record the insight came from. 4 - Standardize data structure across teams — configure which CRM fields Raylu surfaces and how they’re formatted inside Affinity. ↗

Blueflame AI and Grata now integrate together. For users, this integration means less context switching, less duplicated effort, and fewer missed opportunities. Additionally, it means better sourcing and screening—from initial target discovery to enrichment, analysis, outreach, and CRM tracking. Blueflame brings Grata’s verified company intelligence directly into Global Search, Chat, and Blueprints (Nexus support coming soon), so users can move from discovery to action without switching tools. With this collaboration, users get to: 1 - Source and screen qualified targets efficiently: Search Grata’s company data from within Blueflame and save results to lists and trackers. 2 - ‍Find lookalikes and adjacencies: Run similar searches to surface comps, adjacent categories, and roll-up candidates that weren’t on your radar.‍ 3 - Use firmographic, investor, ownership, and board data to assess alignment with your thesis. 4 - ‍Keep systems clean and current: Enrich CRM records and Blueflame tables with company data without manual reformatting. 5 -Identify off-market and under-the-radar companies with market visibility and filtering. Blueflame clients with a Grata API license can access the integration's capabilities now. ↗

Holland Mountain and PortF partner on portfolio monitoring technology. Through this collaboration, PortF and Holland Mountain will help firms optimize their existing technology solutions and strengthen operational processes. Key benefits of the partnership include: 1 - Enhanced operational strategy: Holland Mountain will work closely with PortF’s clients to refine operating models, helping them harness the capabilities of the PortF platform to drive value and performance. 2 - End-to-end technology support: Holland Mountain’s Private Capital team will support PortF clients throughout their implementation journey, providing best practice guidance, solution design expertise, and managed services to ensure clients benefit from the full potential of the PortF platform. 3 - Unified data management: Holland Mountain and PortF will become connection partners via Holland Mountain’s ATLAS Data Platform, enabling data connectivity, improved data quality, and enhanced reporting capabilities for clients. ↗

Passthrough now integrates with Intapp DealCloud for enhanced onboarding. Fund managers can now import investor data directly from DealCloud into Passthrough and track onboarding progress in real time, all without leaving their CRM. With this integration, fundraising teams get access to LP onboarding information without ever leaving DealCloud. This collaboration helps eliminate duplicate work, improves accuracy and helps firms close fast. For capital raising and investor relations teams, this integration eliminates duplicate data entry, inconsistent records, and toggling between tools. Features of this partnership include: 1 - Import fund and investor data — Map DealCloud funds and select investors to onboard with a few clicks. No dev work required. 2 - Launch onboarding workflows instantly — Start subscription documents, KYC/AML, and tax forms directly from DealCloud. 3 - Sync status updates automatically — Real-time progress flows back into DealCloud, so fundraising teams know where each investor stands. ↗

Addepar partners with Bipsync. This new partnership combines Addepar for core capabilities like portfolio management and Bipsync for research management. By integrating systems, firms can achieve a single source of truth for their data, improve decision quality, enhance cross-team collaboration and manage risk. ↗

Canoe Intelligence and Atomic Insights partner to streamline manual payment processes for alternative investments. Atomic Insights is a financial technology company that provides payment workflow automation tools for registered investment advisors and family offices. This strategic partnership aims to streamline money movement and payment workflows related to alternative investments. The connection between Canoe’s and Atomic Insights’ platforms will allow their mutual clients to use capital call data from Canoe’s API to show a list of pending capital calls with all of the relevant support details. From there, the mutual clients will then process those payments in a timely manner. ↗

Sourcery teams up with Carta for private markets data. This new partnership will provide Sourcery listeners with private markets data within its interviews & BREAKING industry performance reports. Now, Carta’s equity and startup data fuels Sourcery’s podcast and newsletter to bring industry insights to founders, investors, and the entire private markets ecosystem. ↗

I Squared Capital joins the SUBSCRIBE platform to deliver a digital investor onboarding experience for their retail, institutional, and high net-worth limited partners. I Squared Capital is an independent global infrastructure manager, with $50B in assets under management. Through this partnership with SUBSCRIBE, I Squared is able to offer an investor onboarding experience for new wealth platform, which increases its access to capital. ↗

Sayari and SESAMm partner to enhance ESG risk management in supply chains. This collaboration integrates SESAMm’s AI-driven controversy risk data into the Sayari platform, providing users with insights into hidden ESG risks across global supply chains. The partnership addresses the growing need for procurement and risk teams to have comprehensive insight into emerging reputational risks as global ESG compliance requirements intensify. By integrating SESAMm’s data, Sayari's solution now monitors over 650,000 suppliers, allowing customers to proactively identify and mitigate risks from small private entities that are typically excluded from traditional ESG coverage. This data partnership is powered by SESAMm’s AI, which analyzes content from over 4 million sources in more than 100 languages. This analysis provides actionable decision intelligence that can detect red flags like human rights violations, environmental scandals, and governance failures. ↗

Qapita and Countsy form strategic partnership that will enhance equity administration capabilities for Countsy's clients. Through this collaboration, Countsy will leverage Qapita’s software system to manage stock plans for its portfolio of companies. Countsy is a finance and HR solutions firm. This new partnership enables efficient stock plan administration, cap table management, and compliance automation to simplify equity operations. Countsy’s use of Qapita’s platform will provide clients with enhanced transparency, automation, and compliance features, which will support scalable growth and strategic decision-making in the startup ecosystem.This integration is expected later to rollout in 2025, providing equity management as part of Countsy's offerings. ↗

Mentenova and SEI partner for global equity investments. SEI' new partnership with Mentenova, a South African investment management and advisory firm, aims to deliver global investment solutions tailored to the needs of South African investors. The strategic partnership combines SEI’s actively managed, global, quantitative strategies with Mentenova’s portfolio construction and manager selection experience to deliver enhanced outcomes. Driven by data and overseen by portfolio managers, SEI’s Quantitative Investment Management team will implement a global active factor equity strategy, comprised of value, momentum, quality, and tilting sub-portfolios. This core offering will be complemented by active satellite managers and passive indexation components selected by Mentenova. Through this collaboration, investors can expect a range of benefits, including: 1 - Global experience and local insight - the partnership offers a locally relevant perspective on international investment opportunities. 2 - Long-term performance - time-tested active quantitative strategies managed by SEI’s QIM team of quantitative researchers, developers, and portfolio managers, supported by technology and operations, and paired with Mentenova’s knowledge in portfolio construction and manager selection. 3 - Integrated investment approach - Seamless integration of South African and global portfolios under a unified investment philosophy. Ongoing collaboration enables consistency, alignment, and innovation. ↗

Northern Trust expands fund services relationship with Brandes Investment Partners. Northern Trust is supporting Brandes Investment Partners with the launch of the Brandes Global Value Fund in Australia, with global custody and fund administration servicing. Brandes has been a Northern Trust client since 1992, with the relationship growing over time to encompass a range of services, including global custody, fund accounting and administration, transfer agency, foreign exchange, securities lending and Equity Data Science capabilities for Brandes’ mutual funds and institutional funds in the US. In 2024, Brandes converted seven US mutual funds into the Northern Trust Datum One Series Trust. ↗

Alto partners with FranShares to unlock IRA access to franchise investing. FranShares is a fractional franchise investing platform that makes it possible for anyone to diversify into franchising. Through this partnership, investors can now use their retirement funds to access FranShares’ offerings directly via Alto. The integration streamlines the process for IRA holders to diversify into franchises, an asset class historically reserved for the ultra-wealthy and institutional investors. By enabling franchise investing through IRAs, Alto empowers individuals to diversify beyond traditional stocks and bonds. Now, investors can access opportunities using their IRAs while receiving the tax-advantaged benefits of retirement investing. ↗

Intapp selects Lexsoft as a Strategic Implementation Partner for Europe and Latin America. Lexsoft Systems is a provider of IT and business process solutions. Intapp is partnering with Lexsoft to expand its sales and implementation presence across Europe and Latin America. Lexsoft has experience in legal technology and a track record of successful implementations in Spanish-speaking markets. As demand for Intapp solutions in these markets grow, Intapp’s partnership with Lexsoft will help increase delivery with confidence and quality. ↗

Nasdaq’s Calypso Capital Markets and Treasury Management platform will now be available as a fully-managed service on Amazon Web Services infrastructure. Nasdaq’s platform enabled by AWS can help deliver scalable, interoperable solutions that reduce complexity, strengthen resilience, and provide innovation within the financial system. ↗

IntelligentCross’ JumpStart functionality now integrates with FactSet’s Portware execution management system. Portware users now have direct access to Jefferies’ low-touch (algorithmic) liquidity. This integration was made possible through FactSet’s collaboration with IntelligentCross, a US equities ATS by volumei—and Jefferies, a full-service investment banking and capital markets firm. IntelligentCross’ new JumpStart technology, available via FactSet’s Portware EMS, allows buy-side traders to choose, access, and interact with the liquidity they want with minimal information leakage. Their orders interact in purpose-built hosted environments on IntelligentCross ATS that connect their trading interest with orders being executed through specific agency brokers’ algos. This model preserves confidentiality and prevents information leakage for both parties. ↗

Addepar welcomes MantaRisk to its Technology Partner Program. MantaRisk provides portfolio analytics for Addepar users seeking to enhance risk management, automate portfolio balancing, or gain insights into performance drivers through Performance Attribution Analysis. MantaRisk delivers operational efficiency, support regulatory alignment, and improves client reporting. ↗

KEY ESG now offers Invest Europe's ESG Reporting Template on its platform. Invest Europe’s ESG Reporting Template gives private equity and venture capital LPs and GPs an optimized tool to report ESG metrics, policies and practices. The template promotes the alignment of frameworks such as SFDR, EDCI and CSRD and improves the standardization and data-quality across the industry. ↗

OneTrust expands partnership with PwC, now working together to help organizations reinvent their risk programs through integrated risk. This enhanced partnership provides a digital-first IRM ecosystem powered by PwC's experience and OneTrust's platform. Before this enhanced partnership, risk leaders faced funding limits, fragmented tools and siloed functions. ↗

FOX welcomes iCapital as a Technology Resource Partner. FOX, Family Office Exchange, delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations. ↗

NEW CLIENTS

Galvanize selects Harvest by Dasseti to power ESG and Impact Data Management across venture and growth portfolio. Galvanize is a global asset manager focused on delivering returns through specialization in energy and decarbonization. Galvanize will deploy Harvest to streamline ESG and impact data collection, validation, and reporting across its investment portfolio. By integrating Harvest’s platform, Galvanize will consolidate ESG workflows, enabling scalable decision-making while meeting stakeholder and regulatory expectations. Using Harvest, Galvanize will digitize data collection, validate ESG and impact data, and generate dashboards and reporting. The platform’s embedded AI capabilities support automated document analysis, risk flagging, and benchmarking at scale. ↗

Legal500 picks Xpedition to implement Microsoft Dynamics 365 Business Central as part of a transformation of its end-to-end business processes. Legal500 is a legal benchmarking authority and data-driven, AI-optimized research platform. The enhanced platform will underpin Legal500’s growth strategy, enabling newly engineered processes and delivering real-time insights to support fast and informed decision-making. ↗

Infinedi partners chooses Intapp DealCloud to accelerate firm growth. The firm will use DealCloud and its AI capabilities to manage its pipeline, relationships, and business development activities and drive firm growth. With DealCloud, Infinedi can efficiently manage deal flow, fundraising, and relationships within one centralized platform. Access to collective firm intelligence will strengthen connections, help track and forecast deals and pipeline and accelerate execution. Intapp's AI technology and automation will be integrated into Infinedi’s everyday processes. Teams will be able to make informed, data-driven decisions with real-time insights into investment trends, industry developments, and relationships. Infinedi will also use Intapp Assist for DealCloud, native generative AI capabilities that enhance operational efficiency and help professionals manage deals, clients, and engagements effectively. It provides users with insights and recommendations that streamline workflows, increase productivity, and enrich firm intelligence. Intapp Assist also facilitates personalized interactions with contacts by providing suggested email content, and delivers actionable insights for key contacts via an AI-driven relationship intelligence feed. ↗

OFFICE & PERSONNEL

Chris Andrews joins Finster AI as its new Chief Operating Officer. Andrews joins Finster AI from Morgan Stanley, where he held several senior leadership roles, most recently serving as Global COO of Research. He also served as COO of Institutional Securities Technology, CAO of Institutional Securities Technology and Managing Director - Equity Derivative Trading. ↗

Fundcraft appoints Alexandre Dumont as Country Head Luxembourg and adds to local leadership team with additional senior hires. Dumont will be responsible for overseeing licensed activities in line with local authorities. Dumont will also drive fundcraft product’s commercial growth and partnerships in Luxembourg, to support its client base across asset classes, including mid-market private equity and institutional funds. His experience will also help accelerate the integration of fundcraft’s digital infrastructure with augmented operations, making sure that regulatory oversight and client delivery go hand in hand with a digital product experience. will oversee licensed activities ensuring operational excellence in line with local authorities. Alexandre will also drive fundcraft product’s commercial growth and partnerships in Luxembourg, expanding the local team to support a growing client base across asset classes, including mid-market private equity and institutional funds. His experience will also contribute to accelerating the integration of fundcraft’s digital infrastructure with augmented operations, making sure that regulatory oversight and client delivery go hand in hand with a digital product experience. The Luxembourg leadership team also welcomes Florian Sebe as Conducting Officer (subject to CSSF approval) in charge of Portfolio Management, Marketing, and UCI Administration, and Marcela Sanchez as Head of Business Analysis & Product Enablement. Sebe brings prior experience in overseeing alternative investment strategies and Sanchez brings over two decades of fund operations experience, with senior roles across investment firms and she will focus on aligning fundcraft’s product development with client needs. ↗

Jonathan Pepper joins Robin AI as its new Strategic Partnerships Manager. In his new role, Pepper will help Alternative Legal Service Providers and Consulting partners innovate, scale, and deliver real impact with AI. Before joining Robin, Pepper was the Director of Partnerships - EMEA & APAC at ContractPodAi. ↗

CAIS COO Brendan Cuddihy elected chair-elect of the Institute for Portfolio Alternatives Board of Directors for 2026. IPA plays an important role in advancing education and expanding access to private markets and alternative investments. ↗

Standard Metrics expands operations in the UK and have hired Naeman Khaliq as its newest sales development representative, based in London. Khaliq brings previous GTM experience from Cvent and TROOP. ↗

Alto welcomes Stacy Mauro as Vice President of Engineering. Mauro rbings over a decade of engineering leadership across companies at every stage. Her past roles include scaling technical teams at PayPal, Honey and Atticus. At Alto, Mauro will lead Alto's engineering organization and technical strategy as a member of the executive team. ↗

Lauren Hopka starts new position as Head of Partnerships at Blueflame AI. Hopka joins Blueflame from ISS STOXX, where she was the Senior Director, Head of Vendor Management & Strategic Partnerships. Previously, Hopka worked at Axioma, where she was the Global Partnerships Manager, IHS Markit as an Associate Director - Fixed Income Sales and as a Associate, Capital Markets Consulting Group at Thomson Reuters. ↗

VENDOR RESEARCH & WHITEPAPERS

LemonEdge has a new blog, "401(k) Access to Private Funds: What the Retailization of Private Capital Markets Means for Managers & Investors". In this blog, LemonEdge asks the question of "Why Now?" and goes over current drivers of retailization. ↗

Amplify has a new blog, "Why the Transformation Office is No Longer Optional in 2025". Amplify states that "In 2025, the Transformation Office is not just another reporting function; it is the central hub that connects strategy with people, processes, and priorities to unlock strategic potential". In this blog, Amplify goes over what a TO Office is, compares a TO to a PO and explains why a Transformation Office is no longer optional. ↗

Digify has a new blog, "9 things founders raising Series A funding should know about". Digify feels that understanding the important must-knows of Series A round will help readers effectively reach financing goals and help provide the information needed by investors. ↗

AWARDS

FactSet recognized as the best Buy-Side Risk Solution of the Year at the 2025 Risk.net Asia Awards. ↗

SimCorp's Axioma Portfolio Optimizer named Best Portfolio Optimisation Solution by Asia Risk. ↗

FactSet also named Top AI-Powered Financial Data and Analytics Solution 2025 by the Financial Services Review. This award highlights FactSet’s use of AI to deliver financial data and analytics solutions. ↗

Drawbridge named Cyber Security Service of the Year at the With Intelligence HFM Global US Service Awards. ↗