This Week’s Vendor News

NEW & UPDATED PRODUCTS

FIS launches Investor Services Suite to enhance investor servicing lifecycle. The FIS Investor Services Suite is an end-to-end solution designed to transform the investor servicing landscape for financial institutions, as well as alternative and traditional fund managers. The solution helps optimize end-to-end processing for customer onboarding and enhanced investor screening, and will make it possible to automate the investor lifecycle, helping to improve operational efficiency and support the ability of clients to meet their regulatory obligations. The Investor Services Suite can help deliver quick customer onboarding through digital means, including integrations to ID verification systems, to deliver positive client experiences. Customers can customize anti-money laundering and Know Your Customer capabilities, allowing screening and compliance with AML regulatory requirements across multiple jurisdictions. Additionally, the solution offers functional capabilities to facilitate efficient cash management and fee engines to help provide accurate fee calculations and customizable reporting. By helping fund managers, administrators and private banks modernize their operations, the FIS Investor Services Suite can help investors by enhancing transparency, engagement and trust to unlock insights for informed strategic decisions across the investor lifecycle. ↗

Yieldstreet unveils Yieldstreet Next. Yieldstreet has introduced two new ways to help achieve private markets “core” through access to evergreen funds. 1 - Direct access to evergreen funds, which are expected to launch on Yieldstreet this fall. 2 - Yieldstreet 360 Managed Portfolios, which is a new way to invest aims to provide exposure to real estate, private credit, and private equity by allocating investors to a mix of evergreen funds by Carlyle, Goldman Sachs, and Stepstone. In addition to these new products, Yieldstreet is enhancing how users invest on its platform. These include: 1 - capital calls, 2 - updated Yieldstreet app, 3 - cash management solution. To these new features, Yieldstreet has become a broker-dealer that is overseen by the Financial Industry Regulatory Authority and registered with the SEC. ↗

Blueflame AI launches its AI's GDPR-compliant European infrastructure. In response to growing regulatory requirements and data residency expectations across Europe, Blueflame AI has launched its dedicated European infrastructure. The new infrastructure ensures that client data remains domiciled within the EU, from storage to processing, across both Blueflame's platform and third-party integrations. The core product experience remains consistent across both the US and EU environments. Clients will continue to benefit from the full capabilities of the Blueflame platform, featuring Chat, Blueprints, Search, and more, regardless of infrastructure. All updates and new feature releases will be synchronized across both regions. For European clients or those with EU operations, migrating to the new infrastructure is optional and supported by the Blueflame team. ↗

Floww unveils Deals by Floww. With Deals, clients can set up and run compliant deas with their own private marketplace. Features of Deals include: 1 - Host and showcase deal flow in one secure hub, 2 - Share selectively with the right investors at the right time, 3 - Track interest – measure views, clicks and investor engagement in real time. ↗

ROYC introduces new platform updates to shorten the time-to-market for new investment opportunities irrespective if a closed-end fund, co-investment or a direct investment opportunity. This has been a feature request from both bank & wealth management platform clients as well as GP clients. Platform enhancements include: 1 - Short time-to-market to launch a new investment opportunity, 2 - Management of various fee structures and share classes, 3 - Communication preferences adapted to Advisor needs. These updates are all about improving the end-Investor experience, shorten the time-to-market and reduce admin time and operational risks. ↗

DEAL ACTIVITY

Datasite to acquire Sourcescrub, expanding its private market intelligence solutions. Sourcescrub’s data and capabilities will be integrated into Grata, which Datasite acquired earlier this year. The addition of Sourcescrub adds a layer of human-enriched data, curated lists, integrations, and a sourcing workflow. Datasite was advised by Deutsche Bank (M&A advisor), Willkie Farr & Gallagher LLP (legal), Alvarez & Marsal (financial), KPMG (tax), Lockton (insurance) and West Monroe (technology). Sourcescrub was advised by Raymond James (M&A advisor) and Kirkland & Ellis LLP (legal). ↗

Stavtar Solutions secures $55 Million Series A Funding from Elephant to accelerate growth and scale operations. This minority investment will fuel the next phase of expansion for the platform by driving product innovation, expansion of integrated payment capabilities within its flagship product StavPay, as well as hiring to meet demand. This funding allows Stavtar to: 1 - Drive innovation across its portfolio of solutions. 2 - Grow the engineering, implementation, customer success, and sales teams. 3 - Advance its integrated payments platform, including virtual card and vendor payment capabilities. 4 - Enhance AI and mobile capabilities to put business spend control and insights in the hands of CEOs, CFOs, and finance teams. 5 - Expand footprint into verticals adjacent to alternative asset management and other businesses. ↗

Alkymi completes strategic financing round backed by Cornerstone Investment Capital and Canaan Partners, with additional backing from SimCorp and Northwestern Mutual Future Ventures. The company plans to deploy the capital toward accelerating growth and innovation in private markets data management. The financing coincides with new board additions, most notably Bob Greifeld, who previously served as Chairman and CEO of Nasdaq. Greifeld, now Co-Founder at Cornerstone Investment Capital, brings decades of capital markets and financial technology experience to Alkymi’s strategic direction. Thomas Mosimann, Director at Cornerstone, assumes the role of Board Chairman. Additional new board members include Bob Ward, CEO of QUODD, and Robert Greifeld Jr., Director at Cornerstone Investment Capital. ↗

Bain Capital to invest in HSO. Bain Capital has signed an agreement to invest in HSO, a global Microsoft services partner. The transaction is subject to customary regulatory approvals and is expected to close in the coming months. Financial terms were not disclosed. Bain Capital will invest, via its European Private Equity fund, alongside Peter J. ter Maaten, who will remain a shareholder and board member. ↗

PARTNERSHIPS & INTEGRATIONS

Lighter Capital collaborates with ShareVault to offer document management for high-growth startups. This strategic partnership provides Lighter Capital-backed startups with access to ShareVault’s platform to manage due diligence, fundraising, investor updates, and strategic partnerships. Through the Partner Perks Program, Lighter Capital offers its portfolio companies access to discounted services and tools valued at over $200,000, including ShareVault’s enterprise-grade VDR platform. With ShareVault’s VDR platform, Lighter Capital-backed founders gain access to a solution that simplifies the complexities of document sharing while providing confidentiality and compliance. ↗

Silicon Valley Bank partners with Forge to provide private market liquidity to clients through Forge platform. This new referral partnership will provide Silicon Valley Bank clients with Forge's private liquidity solutions to manage their cap table, diversify their investor bases and help retain employees. Benefits of the Silicon Valley Bank and Forge partnership for companies and shareholders, include: 1 - Issuer-led structured liquidity events, including tender offers and secondary sales. 2 - Controlled shareholder transactions for employees, founders, or early investors. 3 - Access to 19K+ institutional investors looking to invest in private companies. 4 - Private market transactions via Forge's platform. ↗

MSCI forges strategic collaboration with PNC Bank to expand personalized wealth management. This new partnership will provide financial advisors of PNC with access to MSCI Wealth Manager. With MSCI Wealth Manager, PNC advisors can: 1 - Differentiate their clients’ experiences by providing a base of transparent, multi-asset analytics, risk decomposition tools, and outcome-based investment insights that can be retrofit to an individual investor’s goals; 2 - Tap into new opportunities by leveraging MSCI’s experience in index construction, sustainability, and private asset coverage, as well as factor modeling; and 3 - Analyze portfolio data from current and prospective clients’ investment statements, which can be uploaded directly to the platform. ↗

Malaysian financial services group Maybank partners with Microsoft to upgrade its cloud and AI capabilities. Maybank has signed a partnership agreement with Microsoft valued at around $236.6 million over the next five years. The bank says it will implement Microsoft Azure as one of its main cloud platforms for some of its strategic systems, functions, and data workloads. The addition of Microsoft Azure is expected to provide Maybank with real-time data analytics, quick deployment of new services, and operational efficiencies. ↗

Attio introduces new Linear integration. How does the integration work? 1 - Log user requests to Linear from any company, person, or deal record in Attio. 2 - Highlight text in a call transcript or summary to create a Linear issue with feedback and meeting details. 3 - Open the company page in Linear directly from Attio. ↗

NEW CLIENTS

Northern Trust to provide integrated trading solutions for North Dakota Retirement and Investment Office. Northern Trust is expanding its long-standing relationship with the North Dakota Retirement and Investment Office to include outsourced trading services, supporting the agency’s strategy to bring more of its State Investment Board’s asset management in-house. Building on a partnership that began with custody services in 1990, NDRIO will leverage Northern Trust’s Integrated Trading Solutions platform to enhance trading efficiency and execution coverage for assets that will be managed by the agency rather than external investment firms. ↗

ILX selects Harvest by Dasseti to enhance ESG data management and reporting for private credit investments. ILX is an Amsterdam-based asset manager specializing in global development finance co-investments. With a focus on Climate Finance and the UN Sustainable Development Goals in Emerging Markets, ILX will use Dasseti's platform to enhance data-driven decision-making and strengthen investor reporting. ILX will leverage Harvest’s AI capabilities to accelerate data validation and reporting across its portfolio of co-investments with multilateral development banks and development finance institutions. ↗

Balentic welcomes Square Nine Capital to its Orca platform. Founded in 2025 and headquartered in Los Angeles, Square Nine Capital is an alternative investment firm focused on private credit. The firm concentrates on providing debt financing to middle-market public and private companies, with an emphasis on senior or structured positions in the capital stack. ↗

Planr welcomes CGE Partners on its platform. Now live on the Planr platform, CGE can track performance, uncover insights and scale their impact in real time. CGE Partners is a purpose-led investment firm that supports businesses that drive positive impact. ↗

BarmeniaGothaer chooses Canoe to automate their alts document collection and improve data accuracy. Canoe is helping BarmeniaGothaer Asset Management to scale and grow their business by automating document collection from multiple sources, improving data accuracy, and unlocking data, which enables team members to deliver insight and better client service. ↗

Canterbury Consulting adopts SUBSCRIBE to digitalize private market fund onboarding & subscriptions. Canterbury Consulting, an independent investment advisory firm with total assets of $52.4 billion, has selected SUBSCRIBE to provide a centralized subscription and onboarding workflow for private markets funds. The technology solution will be white-labeled and customized to digitally transform the investment process for alternative investment funds recommended to the firms’ endowment, foundation, healthcare organization, and family clients. SUBSCRIBE will be configured to Canterbury’s requirements and integrated with their existing systems. Furthermore, the branded implementation will be fully integrated upstream and downstream with Canterbury’s CRM, asset custodians, and investment reporting software allowing efficiency as they scale allocations to the asset class. ↗

OFFICE & PERSONNEL

Titanbay launches Swiss expansion with new appointment of Timo Paul. Paul steps into the role of Head of Switzerland with over 20 years’ experience at UBS and Natixis Investment Managers. Paul's knowledge of the Swiss financial ecosystem and institutional and wholesale relationships, position him to play an important role in Titanbay’s regional growth strategy. ↗

SEI appoints Robert Hum to lead investment product development and activation. Hum has joined SEI as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI’s Asset Management business. In this new role, Hum will lead the development and execution strategy for investment products and models, with a focus on enhancing portfolio outcomes across existing client segments and new markets. Bringing 15 years of industry experience, Hum most recently served as Managing Director and US Head of Factor, Outcome and Alternative ETFs at BlackRock, leading overall product strategy across distribution, marketing, product innovation, thought leadership, technology, and analytics. Prior to joining BlackRock, he was a senior research analyst and Portfolio Manager at Ladenburg Thalmann, managing more than $2 billion in global, multi-asset mutual fund and model portfolios. He began his career as an associate at VanEck Global where he supported the distribution of mutual funds and ETFs to financial advisors. Additionally, Heather Corkery, has transitioned from her role as Managing Director of Client Service in SEI’s Institutional business to Director of Investment Product Development and Activation, reporting to Hum. She is focused on developing a product activation strategy, including go-to-market planning and user experience optimization. ↗

Sonali Basak joins iCapital as Chief Investment Strategist. In this role, Basak will help develop and deliver the firm’s strategic thought leadership across public and private markets. As Chief Investment Strategist, Basak will lead and articulate iCapital’s investment outlook, data-driven content, and support client decision-making working closely with them as they implement their strategies. Basak most recently served as Bloomberg Television’s lead global finance correspondent and anchor, where she covered the financial institutions shaping markets worldwide – from global banks and asset managers to private equity giants and hedge funds. ↗

Michal Vidoman is VESTBERRY's new Head of Product. Vidoman's previous experience includes Head Of Product Development at Notino, Principal Product Manager at Invicti Security and Head of Commercial Products at Phonexia. ↗

Alexandra Pivovarova joins Kroll as Director of Business Development, within the Financial Services Compliance and Regulation group. Until recently, Pivovarova was SVP, Director of Business Development - Strategic Partnerships at Apex Group. She also spent time at IQ-EQ, Constellation Advisers and Quadrangle Consulting. ↗

Chloe Brown starts new position as Director, Venture Capital + Private Equity, Fund + SPV Operations at Carta. Brown, who has been with Carta for 6 years, was most recently Senior Manager | Venture Capital + Private Equity | EU + UK. Brown has also worked at BDO, BlackRock and BenchmarkPlus Management. ↗

Chris Hogg appointed to SEI Master Trust Board. In addition to his board responsibilities, Hogg will serve as a member of the Risk and Operations Sub-Committee. With 25 years of experience in the pensions sector, Hogg has held senior roles in a variety of Trustee Executive functions. Hogg most recently served as CEO of the National Grid UK Pension Scheme. He is experienced in managing pension schemes and providing strategic guidance, including investment management, risk management and operations, and member engagement. Hogg previously served as CEO to Royal Mail’s pensions trustees and held roles at Aon and KMPG. ↗

Clearwater Analytics appoints two new independent board members: Dr. Mukesh Aghi and Bas NieuweWeme. Dr. Aghi, who was elected by the Company’s shareholders at its most recent annual meeting of stockholders, is an experienced executive and strategic advisor with a ocus on Asia Pacific markets and global enterprise expansion. As President and CEO of the US-India Strategic Partnership Forum, he has helped facilitate more than $50 billion in investment into India. His M&A experience includes playing a role in the creation of DXC Technology and leading the acquisition of Intertrust Group. NieuweWeme, who was appointed by the Company’s Board of Directors, most recently served as Global CEO of Aegon Asset Management, where he oversaw more than $400 billion in assets and led global expansion of the firm’s third-party institutional business. ↗

SEI Investments (Europe) unveils two new Board appointments. Diane Seymour-Williams has been appointed as Board Chair of SEI Investments (Europe) Limited and David Lawton has been appointed as an Independent Non-Executive Director. Seymour-Williams joined SIEL’s board in 2019 and steps into the Chair role following the retirement of Patrick Disney, who served as Chairman of the Board since 2019 and was the former head of SEI’s Institutional business in the EMEA region and responsible for launching SEI’s business in the UK. Board changes were effective in July 2025. Seymour-Williams brings three decades of global investment experience, building businesses, structuring funds, and leading distribution and client relationship teams. She has held senior leadership roles as a portfolio manager, CIO, and CEO at firms that include Deutsche Asset Management and LGM Investments. Lawton brings 40 years of experience in financial services, regulatory, and public sector positions, including at the FCA and HM Treasury, and currently has a portfolio of non-executive roles across the financial services sector. He was previously Managing Director and Co-Head of the UK regulatory advisory services practice at Alvarez & Marsal. At the FCA, he was most recently responsible for markets and wholesale conduct policy, as well as leading the FCA’s European and International strategy. ↗

Alto adds two new executives to its leadership team: Tomek Siergiejuk joins as Chief Financial Officer, and Tom Eidt joins as General Counsel. Siergiejuk joins Alto after more than a decade at J.P. Morgan Wealth Management, where he served as Managing Director and CFO. With over 20 years of experience in global financial services, Siergiejuk started his career in investment banking at Credit Suisse, advising financial institutions on M&A, IPOs, and capital raising. At Alto, he is responsible for overseeing the company’s financial operations, driving strategic planning and forecasting and ensuring a scalable foundation to support long-term growth. Eidt brings more than two decades of legal, compliance and regulatory experience across both traditional and digital finance. He began his career at the US Securities and Exchange Commission in Washington, DC, where he was a senior counsel in the Trading and Markets Division as well as an Assistant Director in the Exams Division. Eidt most recently served as General Counsel at Securitize, a platform for digital securities. At Alto, Eidt leads legal and regulatory strategy. ↗

VENDOR RESEARCH & WHITEPAPERS

Apliqo has a new article, "10 key metrics and KPIs every FP&A professional should track". This article outlines ten essential metrics and KPIs that FP&A professionals should monitor to drive better decision-making, improve financial visibility, and align planning with strategic goals. ↗

Filament Syfter has a new blog, "3 Reasons Why Private Equity Should Build a Proprietary Deal Engine". Filament states that while firms may have the desire to bring their data intelligence in-house, many don’t know where, or how, to begin. The three reasons discussed in this blog, have contributed to a surge of interest in building in-house proprietary market databases. ↗

AWARDS

Similarweb wins “Best Overall Marketing Analytics Solution” at the 2025 MarTech Breakthrough Awards. These annual awards highlights innovative companies, technologies, and products in the marketing, sales, and ad tech industries. This year, Similarweb stood out for the depth, breadth, and impact of its digital intelligence platform. ↗

Bite Stream named “Best End-to-End Investor Management Platform for Alternative Asset Managers” by Gazet International Magazine in the Banking & Finance category. This recognition reflects Bite Stream's mission to help firms streamline investor management and bring efficiency to the private markets ecosystem; across fundraising, onboarding, compliance, reporting, and engagement. ↗