This Week’s Vendor News

NEW & UPDATED PRODUCTS

Alkymi launches Alkymi Alts to enhance alternative investment data management. Alkymi Alts is a new solution designed to modernize how institutional investors, private banks, wealth managers, and service providers manage alternative investment data. The end-to-end offering includes sourcing financial statements from investor portals and virtual data rooms, data extraction and validation, and normalizing the fields needed to create auditable datasets and analytics. The data is pushed at scale to downstream systems and seamlessly integrates with accounting, portfolio analytics, and CRM systems. Alkymi Alts automates critical data workflows by processing Capital Transaction Notices, Capital Account Statements, and Schedules of Investments. It also offers fund and LP tracking for enhanced visibility into operational performance and makes it easy to track data across multiple funds. Clients mitigate risk through automated document management, including file renaming, record-keeping and auditability of all data generated on the platform. These features drive automation, ensure compliance, enhance transparency, and improve efficiency in managing alternative investment workflows. ↗

Green Project launches suite50: a new suite to accelerate climate action across global value chains. suite50 is a climate action platform that unites supplier engagement, audit-ready carbon accounting, and renewable energy procurement. Designed to tackle Scope 3 emissions, suite50 allows companies and their suppliers to collaborate, act, and scale measurable decarbonization. suite50 combines three products into a toolkit for decarbonization: 1 - engage50: This equips suppliers with free tools to measure, track, and reduce emissions, set targets, and turn supplier action into measurable Scope 3 progress. 2 - account50: enhances climate reporting with primary supplier Scope 1, 2, and 3 data, providing a tool to manage corporate, product, and service-level carbon footprints. 3 - act50: empowers supplier decarbonization with access to a global renewable energy certificate marketplace, supporting sourcing needs at any volume and maturity. ↗

Carta launches Portfolio Valuations. Portfolio Valuations is designed to help streamline the valuation process, increasing data visibility and enabling GPs and fund CFOs to build trust among internal leaders, LPs, and auditors. This integrated solution automatically brings cap tables, portco financials, market data, waterfall modeling, schedule of investments updates, and the accounting system all onto one platform, optimizing and simplifying the end-to-end valuation workflow. Carta’s suite of products now connects valuations, tax and compliance, fund reporting, portfolio analytics, and LP portfolio management in a single integrated platform. Portfolio Valuations provides reliable and auditable valuations, offering real-time financial visibility for informed decision-making and risk management by CFOs. Features include: 1 - Data collection and ingestion, 2 - Calculation, 3 - Allocation, 4 - SOI updating. With these improved workflows, Portfolio Valuations can provide: 1 - enhanced transparency and control, 2 - time and resource savings, 3 - Peace of mind since automation eliminates human errors. ↗

CAIS expands fund menu on platform. CAIS has expanded its alternative investment strategies from global asset managers, broadening access for advisors seeking to build diversified client portfolios. Over the last year, managers have introduced new strategies on the CAIS Marketplace, spanning private equity, private debt, real estate, and infrastructure, delivered through structures such as interval funds, BDCs, and non-traded REITs. The CAIS Marketplace menu expansion includes strategies from Ares Management, AQR, BlackRock, Blue Owl, Coller, Eldridge, Fortress Investment Group, Franklin Templeton, Goldman Sachs, Golub Capital, Kayne Anderson, Kennedy Lewis, Morgan Stanley Investment Management, Eaton Vance, Nuveen, Veritas, Vista Equity Partners, and others. Some of these structures and products will also be accessible via model portfolios through the CAIS Models Marketplace. ↗

Novata releases new Benchmark Builder. Investors can now see how their portfolio companies perform against Novata Benchmarks, with customizable filters, visualizations, and exports. Users can now filter and sort by geography, sector, or FTE; add or remove columns, and view a performance summary. Additionally, users can customize and export charts to communicate performance. ↗

Addepar launches two new features on its platform. These new features are Return Decomposition and Portfolio Look-Through, which can help users validate investment strategies and get a view of total exposure. With Return Decomposition, users can quantify the impact of their allocation and selection decisions relative to their target strategy. Build a client narrative, pinpoint areas for refinement, and automate attribution calculations across Dashboards, Reporting, Analysis and the Client Portal. Portfolio Look-Through integrates fund data, eliminating manual data entry while helping users identify hidden risks like unintended concentrations or overlaps. Users can also analyze a fund's composition to confirm it aligns with its stated strategy and client mandates. ↗

SWEEP releases three new agents for its Sweepy AI assistant: Analyst, Builder and Writer. What can they do: 1 - automated data mapping, 2 - emission factor selection, 3 - natural language formula generation, 4 - dashboard creation, 5 - instant survey responses, 6 - qualitative disclosure drafting. ↗

The Contract Network releases Version 1.6.1 with two new capabilities: native Microsoft Word integration and a clinical research content library. Now, users can access TCN’s contract analysis directly in Microsoft Word. Review, redline, and negotiate agreements without switching platforms while maintaining full sync with TCN workspace. Features include: 1 Word-Embedded TCN Access - work inside Microsoft Word while staying connected to The Contract Network. 2 - One-Click AI Markups, 3 - Profile Guidance in Context, 4 - Sync Between Workspaces. The other new feature is TCN's Clinical Research Content Library, which was built from real-world clinical research negotiations and optimized for institutional priorities. Five profiles and eight agreement templates are now available for current TCN subscribers and users with an existing TCN guest account. These profiles and templates provide starting points that sponsors recognize, which help reduce negotiation cycles for all parties while protecting institutional interests. ↗

ROYC introduces new updates for portfolio data processing, semi-liquid structures and investor screening. These updates strengthen efficiency, reduce operational risks, and enable consistent investor experiences across markets. These new updates are: 1 - ROYC is integrating AI into its portfolio data workflows — streamlining the capture of capital call and distribution information, reducing manual effort, and improving accuracy and consistency. 2 - ROYC supported the launch of a semi-liquid evergreen fund as Platform Operator for a third-party asset manager. This enhancement delivers agility, transparency, and operational efficiency. 3 - ROYC's expanded screening & investor-representation module now supports rules and scalable mappings across jurisdictions — reducing exceptions, ensuring compliance, and accelerating time to revenue. ↗

DEAL ACTIVITY

Carta acquires Accelex. This acquisition unlocks new analytics for LPs by transforming investment documents and fund data into AI-enabled insights into their alternative investments portfolio and performance. Along with this acquisition, Cara is launching its new LP Portfolio Analytics suite powered by Accelex. With this new solution, Carta will enable institutional LPs to automate document collection, scale data extraction, and accelerate portfolio analysis across their entire portfolio from multiple sources. Features of LP Portfolio Analytics include: 1 - Automated document collection and KPI extraction, including investor portals, emails, and document transfer tools. 2 - AI-powered accuracy that eliminates human error, flags irregularities for review, and produces auditable outputs. 3 - Customizable workflows and a complete audit trail, ensuring data extraction aligns with each LP’s internal processes while providing tracebacks to the source. 4 - Analysis-ready dashboards that highlight KPIs such as IRR, MOIC, and EBITDA, and support portfolio lookthroughs, exposure analysis, and cohort comparisons. ↗

Bite Investments secures $25 million in strategic growth capital from NewSpring Growth. NewSpring Growth is NewSpring Capital’s dedicated growth equity strategy investing in fast-growing technology companies. With this new investment, Bite Investments will continue to scale its technology platform, expand its team, and enhance services for asset managers and investors globally. ↗

TMX Group acquires Verity. The acquisition enhances TMX Datalinx's client offering and helps deliver global data, insights, and investment workflow tools across equities, fixed income, and private assets. TMX Datalinx plans to continue advancing VerityData and VerityRMS, Verity's two core offerings, including their artificial intelligence capabilities, to enhance client investment outcomes and enhance operational efficiencies. ↗

PARTNERSHIPS & INTEGRATIONS

PitchBook is partnering with three new firms to expand access to private market data. PitchBook is partnering with Farsight, Finster AI, and Model ML to integrate PitchBook’s private market data into these enterprise workflow tools. This will help clients boost productivity, streamline manual processes, and automate benchmarking using tools. Partnership highlights include: 1 - Finster AI: A financial research and task automation platform that leverages PitchBook's data to remove manual work and offer insights. 2 - Model ML: An AI workflow builder for financial services, integrating PitchBook data directly into client workflows to automate PowerPoint creation, investment memo generation, research, and more. 3 - Farsight AI: A workflow automation tool leveraging PitchBook’s private market intelligence to deliver end-to-end outputs for financial institutions. ↗

Canoe Intelligence and Masttro partner to streamline alts operations and reporting workflow for wealth managers. This partnership will integrate wealth data from Canoe’s alts management technology into Masttro’s WealthTech platform. The integrated experience will create an enhanced work environment for wealth managers, automating their operational and reporting workflows associated with alternative investments. Customers can enable the integration between Canoe Intelligence and Masttro from Canoe directly into the Masttro platform. ↗

SEI forms strategic partnership with Graphene. Graphene is a UK-based Infrastructure-as-a-Service provider. This partnership will power the growth of Graphene’s offering for wealth managers, family offices, and independent financial advisers. Graphene will adopt the SEI Wealth Platform to provide clients with an integrated wealth management infrastructure, allowing firms to access institutional-grade operations and technology with the flexibility to build, own, and manage their own data-driven platforms, with a fast onboarding experience. Additionally, SEI Ventures, SEI’s venture capital program based in the US, made a strategic investment in Graphene. ↗

Arixa Capital joins iCapital Marketplace. Arixa Capital is a private real estate lender and alternative investment manager. Arixa's retail private credit funds are now available to wealth managers, RIAs, and other financial intermediaries through the iCapital Marketplace. By joining iCapital Marketplace, Arixa aims to provide wealth managers and their clients with a new avenue to institutional-quality loans. Through iCapital Marketplace, financial advisors can now directly access Arixa’s debt funds on behalf of their clients, gaining exposure to: 1 - Stable income 2 - Capital preservation, 3 - Liquidity without sacrificing private market returns. ↗

Finster AI now integrates Third Bridge insights into its AI-native research platform. Third Bridge is a global expert network and research provider. By integrating Third Bridge's library of expert interviews into Finster, users can now summarize and analyze expert interviews alongside public filings, investor materials, and other research sources. Insights can be pulled directly into workflows spanning company screening, idea generation, and final outputs in their desired format. ↗

Aprovall and Owlin join forces to deliver third-party risk insights. This strategic partnership integrates Owlin’s AI-powered news monitoring into Aprovall’s third-party risk management platform. The collaboration gives organizations visibility into supplier performance and emerging risks worldwide. Aprovall’s TPRM platform now incorporates Owlin’s intelligence, enabling its users to monitor early warning indicators across millions of news articles. These insights allow them to act on third parties requiring special attention immediately. The capability supports compliance with European regulations, including the Corporate Sustainability Due Diligence Directive, Corporate Sustainability Reporting Directive, and the NIS 2 cybersecurity directive. As a partner, Owlin enhances Aprovall’s offering by providing early warning indicators based on diverse sources, including adverse media, sanctions data, politically exposed persons and national regulations. ↗

FactSet integrates with Snowflake's new Cortex AI for Financial Services. Cortex AI for Financial Services enables enterprise-ready agents to accelerate financial tasks, including: market analysis, quantitative research, fraud detection, customer support, and claims management. This saves users time, reduces operational costs, and delivers quick insights. FactSet clients will able to integrate their proprietary data alongside FactSet’s market data using Snowflake’s MCP server. This will enable Snowflake's clients access to AI-powered insights, driving innovation across the industry. ↗

Intapp and UpSlide partner to make client deliverable creation easy for financial services firms. UpSlide is a Microsoft 365 document automation firm. By connecting the Intapp DealCloud platform directly to PowerPoint through UpSlide, teams can quickly build accurate deliverables directly within their deal and relationship management platform. For users, this means they can spend less time on manual tasks and more time providing insights and strategic value. ↗

AirFund forms new partnership with SWEN Capital Partners. SWEN Capital is a player in sustainable investment across private equity and other alternative investments. The Capital Entreprises 4 by SWEN CP fund, dedicated to the financing of French SMEs and mid-caps, will now be distributed via the AirFund platform. ↗

NEW CLIENTS

SESAMm selected by ENGIE to enhance ESG and reputation monitoring. ENGIE covers the entire energy value chain, from production to infrastructure and sales. ENGIE has chosen SESAMm to strengthen its ESG risks monitoring of subsidiaries, including positive impact news. With SESAMm’s AI-powered platform, ENGIE will supplement its ESG analysis tools for its global operations. This includes early detection of controversies, benchmarking against industry peers, and surfacing positive achievements. ↗

CAZ Investments picks SUBSCRIBE to digitalize onboarding for private market solutions. CAZ has selected SUBSCRIBE to digitalize investor onboarding and subscription documents, as it scales its private market solutions to wealth managers and investors. ↗

Morningstar Investment Management renews mandate with Northern Trust. Northern Trust will provide a range of services for nine of Morningstar's multi-managed mutual funds, which hold approximately $5 billion in aum. With the expanded mandate, Northern Trust will provide global custody, fund accounting, fund admin, transfer agency and other services to the Morningstar affiliate. ↗

OFFICE & PERSONNEL

Anaplan appoints Greg Randolph as President and Chief Revenue Officer. Additionally, Randolph now serves as a member of the executive committee, effective September 29, 2025. Randolph brings over 25 years of experience leading teams, for both public and private equity-owned companies. In his new role, he will be tasked with scaling a GTM organization that is focused on maximizing value for customers. Prior to Anaplan, Randolph led sales organizations at software companies. Most recently, he drove a successful GTM transformation as Chief Commercial Officer for e2open, a publicly traded global supply chain management software company. ↗

S&P Global updates Executive Leadership Team. Catherine Clay has been appointed CEO of S&P Dow Jones Indices, effective November 1, 2025. Clay will replace Dan Draper, who will remain as a Special Advisor for a period of time after November 1, 2025. Clay will also replace Draper on the S&P Dow Jones Indices Board. Clay joins from Cboe Global Markets where she was Executive Vice President and Global Head of Derivatives, responsible for leading the Exchange's global options and futures businesses as well as its Data Vantage business across the US, Europe, Asia-Pacific and the Middle East. She brings prior experience across the derivatives markets, digital assets, data analytics and financial technology to S&P DJI. In addition to Draper's departure, Swamy Kocherlakota, Chief Digital Solutions Officer of S&P Global will also leave the company effective December 31, 2025. ↗

Stableton appoints Gero Schomann as Global Head of Wealth and Strategic Partnerships. Schomann joins Stableton from DWS, where he served as Head of Sales for Germany and Austria. With a track record of driving growth and market expansion, Schomann will play a role in leading Stableton’s global distribution strategy. He will focus on building and deepening partnerships with private banks, wealth managers and family offices, expanding Stableton’s presence across German-speaking markets, Europe, and internationally. ↗

Tom Bryant starts new position as Regional Chief Financial Officer at IQ-EQ. Bryant has been with IQ-EQ for the last six years. Most recently he was a Finance Director. Bryant is now the Regional CFO for the UK, Ireland and Crown Dependencies. ↗

Addepar expands into Switzerland with new office in Geneva. With the opening of Geneva, Addepar adds to its regional presence in London, Edinburgh, and Dubai. The company now serves more than 1,300 firms in over 50 countries, representing more than $8 trillion in assets on its platform. ↗

Filament Syfter introduces Alex Bajdechi as its new Global VP of Sales. Bajdechi joins Filament Syfter from Intapp DealCloud, where he led mid-market sales for North America and was instrumental in building the business across EMEA. Bajdechi has over a decade of experience helping private capital market clients succeed with front-office technology and data. ↗

Arch forms Client Advisory Board. Arch's new Board comprises Executives and Decision-Makers From banks, family offices, institutions and wealth management firms. The board will provide strategic guidance and product development input as Arch accelerates investment to meet needs of private markets investors. The advisory board centers around Arch’s four client segments: Institutions and Allocators; Investment Advisors (including multi-family offices, RIAs and banks); Platforms; and Family Offices. ↗

Benjamin Weinstock joins Passthrough as its new Head of Partnerships. Weinstock will focus on helping fund formation attorneys and fund administrators deliver positive GP/LP experiences, close funds fast, and alleviate operational inefficiencies. Weinstock will also work with Passthrough's technology partners to connect Passthrough to their systems. Additionally, Joshua Baker, joins Passthrough as its Legal Experience Manager, bringing prior experience in fund formation and KYC/AML from his work with fund sponsors, investment managers, and investors. Baker will work directly with law firm partners and fund manager customers to improve their investor onboarding and financial crime compliance. ↗

Sonata One introduces Romelia Adams as its new Learning and Development Coach. In this new role, Adams will shape and deliver Sonata One's people development strategy. Adams has 19 years of experience across insurance, banking, and people development. ↗

Mosaic welcomes Noelle Link to its commercial team. Link is member of the Mosaic Deal Team helping private equity and investment banking firms enhance their operations by implementing Mosaic's digital deal modeling platform. Link joined Mosaic after a career in principal investing and M&A advisory across firms including Stonepeak and Guggenheim Partners in New York. ↗

Simon Tang starts new position as Head of US Sales at Carta LP Portfolio Analytics. Tang has spent the last three years with Accelex, which Carta just acquired. ↗

Josue Martinez joins Hypercore as its newest Sales Development Representative. In his new role, Martinez be working closely with lenders to show how Hypercore's loan management platform helps private credit funds simplify operations. ↗

VENDOR RESEARCH & WHITEPAPERS

LemonEdge has a new blog, "The True Cost of Fund Accounting Miscalculations". LemonEdge states that the expectation is clear: fund managers and administrators must deliver error-free numbers, every time. In this blog LemonEdge goes over the true cost of fund accounting miscalculations. ↗

daappa has a new blog, "Five Hallmarks of an Effective Asset Servicing Platform". In this blog, daappa provides five features to look for in an asset servicing solution and how they help to streamline operations and support business growth. ↗

AWARDS

SimCorp wins Investment and Portfolio Management Technology of the Year award at the Insurance Investor European Awards. Hosted by Insurance Investor, a news and intelligence platform focused on insurance asset management, the award recognizes SimCorp for delivering solutions in insurance investment and risk management. ↗