This Week’s Vendor News

NEW & UPDATED PRODUCTS

Stavtar launches StavMarket: a new marketplace connecting vendors with the $2.4 Trillion alternative investment ecosystem. StavMarket is a vendor discovery and benchmarking marketplace built within Stavtar's platform, StavPay. Now, through StavMarket, hedge funds, private equity firms, family offices, and institutional allocators can discover, evaluate, and engage vendors in a curated ecosystem. The StavMarket storefront enables vendors to create branded, searchable profiles, with product information, videos, brochures, reviews, and a CONNECT button to drive engagement. Each client receives unique discount codes tied to vendor profiles. This provides transparent ROI measurement and insight into buyer behavior. ↗

Allvue Systems launch Andi for Fund Accounting. Andi is Allvue's new AI knowledge agent built to enhance productivity for private equity and fund administration professionals. Leveraging Allvue’s Agentic AI Platform, Andi is capable of step-by-step workflow guidance, which upgrades productivity and user experience. Designed to assist users in navigating workflows such as capital calls, equity pickups, issuer and security setup, fund permissions, and vendor payment applications, Andi provides support sourced from product specific documentation for the Allvue Fund Accounting platform. Its approach adapts responses based on situational context provided by users. Ease of access and security are important components of Andi’s design. Andi is now available to Allvue Fund Accounting clients. Users can download the Andi AI extension via the Chrome Web Store or Microsoft Edge Add-ons. ↗

Decusoft introduces Predictive Compensation in Compose, a new capability that helps users forecast outcomes, optimize spend, and justify pay decisions. Compose Predictive Compensation uses generative and predictive AI to: 1 - Synthesize performance and compensation data (including market data), 2 - Apply organization-specific logic, 3 - Identify trends, risks, and outliers, 4 - Deliver personalized, merit-based recommendations, 5 - Justify suggestions in everyday language. Benefits of this new feature include: 1 - Reduces pay inequities and inconsistencies, 2 - Improves decision quality and speed across managers, 3 - Enhances trust with HR, leadership, and employees, 4 - Adapts to your business in real time, 5 - Drives performance and retention outcomes. ↗

Daloopa is launching its own Custom GPT, available in the ChatGPT directory. This means users will be able to: 1 - Access Daloopa’s financial database directly in ChatGPT, 2 - Run quantitative analyses, 3 - View sourced, hyperlinked financial data, right in the workflow. Whether modeling, validating, or researching, this makes financial analysis quick and traceable. ↗

Mosaic unveils new feature, IPO Exit Sensitivities. Until now, Mosaic's 2D-4D sensitivity analyses were limited to private exit scenarios. With this update, Mosaic automatically builds full IPO exit sensitivities so that users can compare outcomes between private and public exit paths side by side, without any extra setup. What is new: 1 - Instant side-by-side views of private vs. IPO exit returns. Get a clear picture of which path delivers stronger economics with no need to rebuild sensitivities manually. 2 - Test assumptions that matter for IPO readiness. Quickly flex exit multiples, margin ramps, and revenue growth to understand when the public markets make sense. 3 - Back up your IPO vs. M&A recommendation with data-driven scenario analysis that’s already built. By automating IPO exit sensitivities. ↗

Hyperscience launches new Hypercell R41 platform. R41’s AI capabilities address challenges in intelligent document processing and can orchestrate the entire document lifecycle from ingestion and classification to extraction, validation, and decisioning. The Hypercell R41 platform helps also helps with onboarding new document types, orchestrating AI models, and enabling human-in-the-loop decisioning. ↗

Rialto Markets receives regulatory authorization to provide supervisory oversight for securities transactions via the Digital Securities Depositary Corporation distributed Financial Market Infrastructure. This approval paves the way for the creation, issuance, and servicing of American Depositary Receipts compliant with regulatory parameters for US investors. This new offering, powered by KALYP Technologies’ distributed ledger technology, enables seamless and efficient processing of ADRs, representing shares of foreign blue-chip companies. This new solution transforms the traditional ADR framework by utilizing DLT to streamline transaction and servicing processes, lowering costs and expanding access for US investors. ↗

DiligenceVault launches new multilingual user interface. With this launch, users across the globe can now experience the entire platform in their preferred language: from navigation and workflows to due diligence and content exchange. This new capability builds on DiligenceVault's existing support for multilingual due diligence questionnaires and multilingual Q&A content libraries. Now, every part of the platform is localized, giving global teams a seamless experience, no matter where they are or what language they use. With users in over 150 countries, DiligenceVault built this to remove a real friction point: the language barrier. Key benefits of the multilingual UI include: 1 - Quick onboarding and adoption: All menus, workflows, and in-app content are localized, reducing learning curves for new users. 2 - Built-in accessibility: The interface aligns with WCAG standards and supports assistive technologies, enabling access for all users. 3 - Simplified cross-border workflows: Investors and managers can collaborate without translation challenges, accelerating diligence cycles and improving transparency. DiligenceVault will continue adding new languages to the multilingual UI in response to client demand. Users can update their preferred language anytime within their profile settings. ↗

SESAMm introduces new AI-powered Secondaries & Credit Screening. SESAMm’s Secondaries & Credit Screening report is a new way to assess exposure to restricted and controversial business activities. Designed for investors, compliance teams, and financial institutions, this report uses SESAMm’s generative AI and LLMs to analyze millions of documents and flag companies involved in sensitive sectors. Whether conducting secondary deal due diligence, reviewing a loanbook, or aligning portfolios with exclusion lists, this new report offers: 1 - Scalable screening: Upload a list of companies and get standardized, structured results in minutes. 2 - Transparency: Each flag is backed by a justification and includes access to cited sources. 3 - Fast decisions: Get standardized Excel outputs in minutes. 4 - Insights: Uncover risks that go beyond traditional industry classifications. ↗

DEAL ACTIVITY

Datasite acquires Blueflame AI. With this acquisition, Blueflame will be added to Datasite's Intelligence Unit and will continue to be led by Blueflame Founder, Raj Bakhru and supported by Datasite's ongoing investment. Terms of the deal are not being disclosed. ↗

Yieldstreet closes new $77M capital raise. For this new funding raise Yieldstreet partnered with the following investors: Tarsadia Investments, Mayfair Equity Partners, Edison Partners, Cordoba Advisory Partners, Kingfisher Investment Advisors and RedBird Capital Partners. The new funding will support the expansion of Yieldstreet's platform capabilities and accelerate private markets integration for individual investors' portfolios. The company recently launched Yieldstreet 360, its first automated investing solution. ↗

IQ-EQ acquires Gordian Capital Limited, an Asian institutional cross border fund platform and fund solutions provider. CEO and co-founder of Gordian Capital, Mark Voumard will continue to lead the business and will join IQ-EQs Asia senior leadership team ensuring continuity of the day-to-day delivery of services. The business will go to market as Gordian Capital, part of IQ-EQ until Q2 2026 when the business will rebrand as IQ-EQ. The acquisition of Gordian Capital represents a further step in IQ-EQ’s global expansion strategy. The transaction has received regulatory approval from the Monetary Authority of Singapore and the Securities and Futures Commission of Hong Kong and is expected to close shortly, subject to customary closing conditions. ↗

SS&C Technologies to acquire Calastone. SS&C Technologies has signed a definitive agreement to acquire Calastone, the global funds network and provider of technology solutions to the wealth and asset management industries, from Carlyle. The purchase price is approximately £766 million (approximately US $1.03 billion), subject to certain adjustments. The acquisition is expected to close in Q4 2025, subject to regulatory approvals. Calastone’s more than 250 staffers in London, Luxembourg, Hong Kong, Taipei, Singapore, New York and Sydney are expected to join SS&C Global Investor & Distribution Solutions. By combining capabilities, the two companies will deliver a unified operating platform to reduce cost, complexity, and operational risk across the global fund ecosystem as well as shaping distribution. This strategic alignment enables enhanced distribution, investor servicing, and operational scalability. ↗

Sdui Group, a European provider of cloud-based administrative software for K-12 schools, receives new growth investment led by Bain Capital’s Tech Opportunities Fund. The funding will be used to strengthen Sdui Group’s product suite and deepen its support for educational institutions. ↗

PARTNERSHIPS & INTEGRATIONS

Smart Wealth Asset Management AG expands trading infrastructure through strategic integration with IG Prime and Enfusion from Clearwater Analytics. Smart Wealth Asset Management, IG Prime, and Clearwater Analytics have successfully completed a 10-month strategic integration project that enhances Smart Wealth’s automated trading and execution infrastructure. The collaboration enables real-time trading and rebalancing across the firm’s entire product suite—spanning funds, managed accounts, and Actively Managed Certificates—by integrating IG Prime’s trading capabilities with Enfusion’s integrated Portfolio Management System and Order Management System. By integrating IG Prime and Enfusion, Smart Wealth now benefits from broader market access, enhanced execution flexibility, and scalable automation across accounts. ↗

S&P Global and Barclays partner on a multi-year strategic agreement. The mutually beneficial agreement includes access to a suite of S&P Global products, data, and solutions, powered by S&P Capital IQ Pro platform, to support Barclays' businesses across its enterprise and help enhance the bank's offerings to its own customers. As part of the agreement, Barclays will contribute its data to S&P Global's cross-asset pricing and valuation services, enhancing accuracy and coverage in bonds, loans, credit and derivative pricing across the liquidity spectrum. ↗

Consilio and Robin form strategic partnership to accelerate guided AI contract analysis. This new partnership is launching three new services to help corporate legal teams review, analyze, and migrate contracts with speed and accuracy. Guided AI Contract Analysis includes a "human guided" approach to ensure that AI-powered insights are reliable and ready for enterprise use. The new services include: 1 - Guided AI Contract Diligence: Accelerates M&A due diligence through AI-driven contract data extraction to allow lawyers to identify risks across large data volumes, which reduces timelines and costs while ensuring accuracy and consistency. 2 - Guided AI Contract Intelligence: Transforms static contract portfolios into strategic assets by extracting and analyzing clauses and data, enabling clients to make informed decisions, respond to regulatory and supply chain challenges, and unlock previously inaccessible contract insights. 3 - Guided AI Contract Migration: Automates thetransfer of contract data between systems, ensuring data integrity and operational continuity while minimizing manual effort and accelerating migrations with accuracy. ↗

PitchBook forms LLM Partnerships with Anthropic, Perplexity, Rogo and Hebbia to expand access to private capital market data. These integrations will embed PitchBook’s private capital market data directly into AI-driven workflows used by professionals across finance and strategy. These partnerships will help enhance accessibility, discoverability, and usability of its private capital market intelligence within AI tools. The Partner-specific integrations are: 1 - Anthropic: New offering, Claude for Financial Services, delivers a generative AI solution purpose-built for financial professionals and their workflows, featuring integrated PitchBook data. 2 - Perplexity: Opens PitchBook data to accurate answers for users. 3 - Hebbia: Helps financial professionals to make investment decisions and streamline workflows by using AI to retrieve and analyze data from multiple sources, including PitchBook. 4 - Rogo: Integrates PitchBook’s data into financial models and investment research interfaces. ↗

Footbridge Partners collaborates with with Inex One to support its searchers and operators. This new partnership equips users with tools that accelerate decision-making and unlocks insights, from diligence to day-to-day operations. Footbridge chose Inex One for its flexibility, ease of use, and commitment to service. ↗

EcoVadis Australia forms strategic partnership with Impact HQ, enhancing local sustainability training and support. The partnership will enable Australian organizations to effectively understand, implement, and leverage the EcoVadis methodology. By combining EcoVadis’ sustainability assessment framework with Impact HQ’s local market knowledge and training capabilities, businesses across the country will gain access to expert guidance, workshops, and tailored support to improve their sustainability scores and drive impact. ↗

Finster partners with Crunchbase to expand private company coverage. With this partnership, Crunchbase adds structured data on millions of startups and venture-backed companies to Finster’s research pipeline. Users can ramp up on private companies, understanding their funding history, lead investors, and product offerings, and combine these results with public market data from EDGAR, investor relations pages, earnings transcripts, and sources like FactSet and Morningstar. This integration supports a range of financial workflows. Users can generate comparable company tables that include private firms, map ownership structures, understand funding trends, and build strip profiles - all with citations and clear audit trails. ↗

NEW CLIENTS

Fort Washington Capital Partners Group adopts SUBSCRIBE Alternative Investment Platform. Fort Washington has chosen the SUBSCRIBE alternative investments platform to digitize investor onboarding and fund subscriptions for their limited partner investors. The move will also aim to broaden registered investment advisor access to its private equity offerings and simplify the investment process. ↗

Ardea Investment Management selects SimCorp to enhance its investment operations. Ardea has adopted the SimCorp One platform, which includes SimCorp Managed Business Services and Axioma analytics suite. Ardea will use SimCorp One to support growth and drive operational efficiencies by minimizing manual processes across the investment lifecycle – with key benefits across middle office operations and client reporting. By leveraging SimCorp One, Ardea’s portfolio management teams will gain a consolidated view of their positions. This enhanced visibility supports informed investment decisions while enabling seamless data flow, real-time reconciliations, and automated net-settlement workflows. Ardea will utilize SimCorp Managed Business Services to outsource key operational processes within Data Management and Investment Operations. ↗

SEI adds 17 fund managers to SEI Access, a platform designed to provide an end-to-end investment experience and access to alternative investment products for wealth managers and financial advisors. The new clients are: BlackRock, Hamilton Lane, Invesco, KKR, Alumni Ventures LLC, MDS Energy Development, Center Street Lending, Neutral, Crescent Capital Group, Pathway Capital Management, Easterly Asset Management, Peachtree Group, FS Investments, Tectonic Investors, Inland Real Estate Investment Corporation, WhiteHawk Income Corporation and Kingbird Investment Management. ↗

King Abdullah University of Science and Technology, a Saudi Arabian science and technology research university, has selected Anaplan to modernize its financial planning and forecasting processes. KAUST sought a solution to streamline financial planning, budgeting, and forecasting processes while ensuring seamless alignment across departments. After an evaluation, KAUST selected Anaplan for its ability to integrate financial data, optimize resource allocation, and provide real-time scenario modeling to better manage uncertainty. ↗

AXA is implementing SimCorp's SimCorp One platform alongside SimCorp Managed Business Services to improve portfolio monitoring and strengthen financial risks management. By adopting SimCorp One, AXA’s investment and risk management teams will benefit from a real-time, consolidated view of positions across all entities in the group. This helps eliminate operational friction and enables seamless investment monitoring. AXA will utilize SimCorp Managed Business Services for data management and investment operations. These services will provide market and reference data to all platform users and provide asset servicing across all AXA assets. ↗

Planr welcomes Omnes as a new client on its platform. Omnes is an investor focused on sustainability, innovation, and long-term value. Now, with Planr, Omnes will gain real-time insights to help drive smart decisions and accelerate value creation across their portfolio. ↗

Summit Trail selects SUBSCRIBE to digitally enhance alternatives platform. Summit Trail Advisors, the independent registered investment advisor, has selected SUBSCRIBE to provide a central operating system for its alternative investments program. The solution will be optimized to enhance the advisor and client experience across the entire investment lifecycle of private market investments. ↗

OFFICE & PERSONNEL

Altvia hires Ryan Keough as CEO. A fintech executive with over 20 years driving global SaaS growth and operational leadership, Keough brings experience in driving product innovation in the alternative investment community. Prior to joining Altvia, he held senior leadership roles at Allvue Systems, Finastra, and Misys, where he was instrumental in accelerating growth, enhancing product delivery, and strengthening customer success across global markets. ↗

Juniper Square appoints Stephanie Miller as Chief Operating Officer. An executive with more than two decades of experience in financial services, technology, and operations, Miller has served as CEO of Hazeltree, CEO and Management Board Member of Intertrust Group, and Global Head of Fund Services at J.P. Morgan. She also held senior leadership positions at SS&C, Citco, Credit Suisse, and currently serves as an independent board director. ↗

Cambridge Associates welcomes Amy Ridge, Managing Director and Head of Solutions Strategy. In this newly created role, Ridge will work to ensure the firm has effective services, platforms, and processes to deliver investment solutions to clients, particularly in private investments. Ridge spent the last 6 years at Mercer, where she was a Partner, Global Real Assets. She also spent 10 years at Pavilion Alternatives Group. ↗

Atominvest appoints Charles von Moll as Head of Growth & Partnerships. In this newly created role, von Moll will help enhance strategic partnerships and scale the company’s presence across new markets and segments. Prior to joining Atominvest, von Moll led Bite Stream at Bite Investments. He spearheaded Bite Stream’s growth strategy, aligning commercial functions to scale adoption and deepen client relationships. Before that, he spent almost a decade at Davidson Kempner Capital Management, where he led multi-asset trading for Asia across corporate M&A, private credit, and distressed debt. He began his career at HSBC and later joined Odey Asset Management, contributing to the flagship global multi-strategy hedge fund. ↗

Lauren Begleiter joins Carta as Director of Demand Generation and Field Marketing. Until recently, Begleiter was the Director, Global Campaigns and Customer Acquisition at Fivetran. ↗

Mark Bruno is Alto’s new Chief Product Officer. Since joining as Head of Product and Engineering in early 2024, Bruno has played a role in shaping both the Alto platform and the company as a whole. As a member of Alto’s executive team, Bruno’s been instrumental in shaping strategic decisions, refining Alto's market positioning, and keeping teams aligned around a customer-focused product vision. ↗

Broadridge welcomes Munish Gautam as Global Head of Trading Platforms Product Management. With over 15 years of experience in trading platforms and product management, Gautam will oversee the integration of Broadridge's product suite and guide the development of multi-asset trading capabilities. Until recently, Gautam was an Executive Director at J.P. Morgan for more than 14 years. ↗

Gain.pro moves into its new office space in Midtown Manhattan. The new address is: 12 E 49th St, New York, NY. ↗

StepStone Group opens new office in Milan. This marks StepStone’s second office in Italy, with another office in Rome. StepStone's Milan address is: Piazza della Repubblica 32, 6th Floor, 20124 Milano. ↗

Olivia Gibson joins Bite Investments as Head of Account Management, EMEA. Until recently, Gibson spent over four years at Atominvest, most recently as an Account Executive. ↗

VENDOR RESEARCH & WHITEPAPERS

Raylu has a new blog, "How Private Market Investors Are Using AI, 2025 Edition". Raylu feels that the private markets are undergoing a quiet revolution. As competition intensifies, data explodes, and resource constraints persist, investors are turning to AI not as a buzzword, but as a force multiplier. In this blog, Raylu provides real-world examples of how investors are using Raylu’s AI agents to succeed. ↗

Digify has a new blog, "LP Relationship Management: 4 Tactics that You’ve Never Heard Before". In this blog, Digify offers a guide to investor relations, sharing practical strategies for building lasting relationships with LPs beyond fundraising cycles. ↗

Backstop has a new blog, "Where workflows break down: Why smarter research requires more than just good process". In this blog, Backstop points out that across consulting teams, it sees three patterns of why workflows break down. These patterns, which are discussed in more detail are: handoff gaps, intelligence silos and loss of institutional memory. ↗

Axial has a new blog, "Selling a Software Company: How to Achieve Your Ideal Exit in 5 Steps". Axial feels that if selling a software company is done correctly, you can maximize exit outcomes, such as sale price, exit date, and finding a good steward for your business. In this blog, Axial explains how, in 5 steps, you can increase the chances of a successful exit. ↗