This Week’s Vendor News

NEW & UPDATED PRODUCTS

Daloopa introduces Daloopa MCP, which is a new way finance teams can use AI for analysis. With Daloopa MCP, LLMs and chatbots have the ability to generate financial analyses using Daloopa’s database of KPIs for 4,300+ tickers. With Daloopa MCP, analysts can spin up comp tables, track KPIs, and generate model-ready outputs in their chat interface. ↗

ShareVault to release ShareVault 6.0. This updated version brings a refreshed user interface, aligned with ShareVault's recently updated branding, which enhances visual clarity and consistency across the interface. ShareVault is also unveiling its new suite of AI-powered tools to accelerate document sharing, diligence readiness, and compliance workflows. ShareVault's suite of AI capabilities designed for performance and privacy include: 1 - AI Redaction: automatically redact sensitive content with intelligence, 2 - Optical Character Recognition: make scanned documents searchable and actionable, 3 - AI Assistant., 4 - AI Translation. ↗

DiligenceVault launches its Standard Data Layer - Blaze Data Bridge. Blaze is a new solution designed to replace manual processes with a unified and scalable framework. Developed with input from asset allocators and managers clients, Blaze allows assets managers to populate diligence data once and share it broadly. This reduces operational overhead and improves transparency. Key Benefits of the Blaze Standard Data Layer include: 1 - Standardized core data: Focuses on the most requested data across manager research, ODD, and ESG teams investing in long-only, hedge and private markets fund investments. 2 - One-to-many model: Managers submit data once, making it available to all DV investor clients. 3 - Timely updates: Allocators receive fresh insights without adding burden to managers, which eases their access to manager and fund datasets. 4 - Operational efficiency at scale: By eliminating duplicative efforts and inconsistent data formats for core diligence data, risk is reduced and teams can focus on high-value questions. ↗

Eilla AI introduces its recent platform update and all Analysts at the company have been promoted to Senior Analysts. With this release, Eilla AI has improved its: 1 - quality and coverage, with new additions to Competitor, Buyers and Comps lists, 2 - access to data - all of Eilla AI's analysts now have access to internal data, like upload decks and other PDFs. ↗

Grata's Private Market Intelligence expands to the UK, France, Germany, & Australia. Grata's latest product update allows dealmakers in the UK, France, and Germany to dive into the financials data dimension without leaving the Grata platform. Typically, private market investors in these countries would need to sift through government documents across multiple sources to get a solid picture of a target’s financial performance, subsidiaries, etc. Grata consolidates everything directly on the company’s profile, so dealmakers in the UK, France, and Germany can now see up to five years of financial filings, including revenue, earnings, and equity, on the company’s Financials tab. This way, dealmakers can access all of the data they need to screen potential targets, all in one place. ↗

Affinity unveils latest web, mobile, and integration updates on its platform. These new enhancements are: 1 - new sourcing capabilities that accelerate deal discovery, 2 - quick analytics refresh times, 3 - smart global search with preview functionality, 4 - duplicate management tools. ↗

MSCI introduces Doc Management & SourceView. These are two new AI-powered tools on MSCI’s Private i platform, which are designed to enable quick document workflows with transparent insights into sources and anomalies in investment materials. ↗

S&P Global launches the ISDA Notices Hub in collaboration with ISDA. This new platform provides users with a fast and efficient method for delivering critical notices, reducing the uncertainty and risk of losses that can result from delays. The ISDA Notices Hub, powered by S&P Global Market Intelligence, is a secure online platform that enables the delivery and receipt of termination notices and waivers, while ensuring address details for physical delivery are updated centrally. Additionally, the ISDA 2025 Notices Hub Protocol allows firms to efficiently update their documentation with other adhering parties, facilitating the seamless use of the ISDA Notices Hub. ↗

Attio unveils new platform updates, including Teams, its newest feature. With Teams users can group teammates by function, region, or role to organize their workspace exactly how the team operates. Another enhanced feature is that when mass sending emails, Cc/Bcc is now supported. Other enhancements include: 1 - Copy call transcripts directly from the main call record menu. 2 - Delete or unassociate records, like removing people from a deal, from the bottom of the relationship tab. 3 - Refreshed color theme with improved contrast for better accessibility. 4 - mobile app home screen, notifications, tasks, and search have been refreshed. 5 - Expanded set of icons to use with objects and teams. These new features are available on the Pro and Enterprise plans. ↗

Fundra launches and introduces its FundOps stack. Fundra aims to help solve two problems: 1 - Untapped portfolio data – VCs have access to company data, but don’t have the time or tools to make use of it properly for follow-on decisions, fund planning, reporting, etc. 2- Broken interoperability - The venture ecosystem at large – startups, investors, LPs – is a constellation of bespoke “APIs” that don’t talk to each other. This adds unnecessary overhead to each party in the stack and prevents future progress in the industry. ↗

Drooms updates its platform layout to make workflows fast and intuitive. Here is what has been enhanced: 1 - A clean navigation structure, so users can find account settings, projects, and help quickly. 2 - The top-right corner now gives users direct access to Chat, notifications, and downloads. 3 - Project-related navigation has moved to the top, just below the main menu, making it easy to switch between pages within a data room or project. ↗

Owlin unveils enhanced Owlin Screening on its platform. What is new?: 1 - Just enter a company name + country to start, 2 - Instant risk scores from adverse media, sanctions, watchlists & PEPs, 3 - Concise summaries explaining each score, 4 - Full transparency into the underlying data. ↗

DEAL ACTIVITY

SEI and Stratos Wealth Holdings form new business partnership, with SEI making a strategic investment in the Stratos business. Founder and CEO Jeff Concepcion will continue to lead the Stratos business, which will operate under its own brand and as an affiliated business of SEI. Stratos’ existing business and client service model will continue, and its current offerings will be reinforced by SEI’s capabilities across technology, custody, operations, and asset management. A newly formed entity will purchase the operating entities comprising the current Stratos business. SEI will pay a total cash consideration of approximately $527 million for 57.5% of the equity of this entity. Subject to applicable regulatory approval and other customary closing conditions, the transaction is expected to close in two stages: The US-based Stratos business, representing approximately 80% of the transaction value, is expected to close in the second half of 2025, and the Mexico-based NSC business is expected to close in the first half of 2026. ↗

Warburg Pincus acquires majority stake in Keystone Agency Partners as Bain Capital retains minority position. Keystone Agency Partners is a US-based insurance distribution platform. Under this deal, existing shareholder Bain Capital will reinvest through Bain Capital Insurance and retain a minority stake in the business. The transaction is expected to close in Q3 2025, pending regulatory approvals. Financial terms were not disclosed. Bain Capital will remain actively involved in Keystone Agency. ↗

PARTNERSHIPS & INTEGRATIONS

RepRisk and BlackRock expand collaboration to drive transparency on business conduct. RepRisk’s data is now integrated into the BlackRock Aladdin technology platform, providing asset managers and owners with risk insights. With RepRisk’s daily updated business conduct risk data across asset classes available to BlackRock Aladdin users, mutual clients can now benefit from timely insights on evolving risks, ehancing portfolio screening and monitoring This helps with decision-making across the entire investment lifecycle and complements RepRisk’s data offering on BlackRock’s eFront platform for private markets investments. ↗

Atominvest and Intapp partner to launch a unified tech stack for asset managers. By integrating Atominvest and Intapp DealCloud, asset managers can now unify deal flow, fundraising, investor relations, and portfolio management, using a single, purpose-built platform. Customers of Intapp and Atominvest will benefit from an end-to end operating system for the private markets industry. This partnership will allow users to manage everything from deal sourcing, portfolio management, investor marketing, onboarding, reporting and lifecycle management from within the DealCloud platform. ↗

StepStone Group expands investor access to evergreen funds by utilizing Goji's technology. Powered by Euroclear, which is Goji's digital infrastructure and an understanding of regulatory requirements across different markets, will provide StepStone's investors with a streamlined and efficient investment experience. ↗

Vestmark, iCapital, BlackRock, and Dynasty launch capability incorporating private investments within a UMA. The collaboration represents a new way to combine private assets alongside SMAs within a single tax-managed portfolio. Vestmark's new capability was developed in partnership with iCapital, BlackRock, and Dynasty Financial Partners and will be availabicle to RIAs seeking to combine subscription-based alternatives with ETFs, Mutual Funds, Equity SMAs, Fixed Income SMAs, and Direct Index SMAs in a single custodial account. This new solution provides advisors with a streamlined process enabling allocation to alternative investments in a diversified portfolio within a UMA construct. The initial launch integrates iCapital’s technology platform and tools, allowing Dynasty advisors to incorporate subscription-based alternatives into their UMA portfolios using asset allocation models developed with BlackRock. The offering provides access to BlackRock’s asset allocation and portfolio design capabilities across private and public markets, featuring streamlined administration and custodial integration in a single account. ↗

Masttro partners with Arch to enrich alternative investments reporting and portfolio visualization for ultra-high-net-worth families. This strategic partnership provides investors with a digital platform to manage their K-1s, alternatives reporting, capital call workflows, and portfolio monitoring. The integration will route real-time alternative investment data into Masttro’s platform, enabling enhanced wealth visualization across liquid and illiquid assets and liabilities in a single dashboard. Clients may choose to integrate Arch’s alternatives data management and reporting capabilities directly into Masttro’s platform. By eliminating manual workflows such as K-1 collection and capital call tracking, Arch enables a seamless flow of data that gives Masttro’s clients access to granular insights. ↗

Bain & Company forms strategic partnership with Dr. Andrew Ng and his advisory firm AI Aspire, to accelerate AI transformation for clients. Dr. Ng is a British-American computer scientist, AI thought leader, and founder of DeepLearning.AI. This new collaboration will combine Bain’s industry knowledge and experience in AI implementation with Dr. Ng’s insights in AI and machine learning. ↗

S&P Global and Anthropic integrate S&P Global's financial data into Claude. This integration enables financial professionals to answer financial questions and get reliable answers from data from S&P Global via Claude. Using Model Context Protocol, the open standard developed by Anthropic, Kensho developed an MCP server for its solution the Kensho LLM-ready API, which enables LLMs to access a range of S&P Global's datasets, including S&P Capital IQ Financials, earnings call transcripts, and more. Through natural language, clients can now access the same data via S&P Global's Capital IQ Pro platform and flexible data feed delivery options, directly in Claude. This collaboration is part of Anthropic's Financial Analysis Solution, which will add value for customers of S&P Global and Anthropic who can now access S&P Global's insights via the GenAI application, allowing them to efficiently conduct research. ↗

ROYC and Partners Financial Group form strategic partnership to deliver private markets investment solutions across central and eastern Europe. Through this partnership, Partners’ client base will gain access to ROYC’s investment selection and digital infrastructure, seamlessly integrated into the Partners platform. With this new partnership, Partners Financial Group is able to accelerate its expansion into private markets. ↗

BondCliQ and FactSet form corporate bond integration that will enhance wealth and data insights available via FactSet. FactSet Research Systems has also made a lead investment in BondCliQ's current funding round. The funding from this round will be used to advance BondCliQ’s DaaS offering, which improves fixed income data by implementing a licensed quote consolidation platform. The integration of BondCliQ’s proprietary data into FactSet’s products will help improve accuracy and availability of intra-day pricing for corporate bonds. Following the integration, users of the FactSet Workstation, FactSet’s Portware Enterprise Trading Solution, and FactSet’s LiquidityBook OMS can gain insight from BondCliQ data, featured alongside existing fixed income data from across the dealer ecosystem. ↗

Accelex partners with real estate-focused asset manager, Velocis. Together, both companies are enhancing decision-making through smart data workflows and bringing improved transparency to real estate fund investing. ↗

NEW CLIENTS

Vestberry welcomes PMV as its latest customer. PMV is a Flemish investment company that invests in the future of the Flemish economy. ↗

Summit Asset Management selects Canoe to automate their alts document collection and intelligence. Summit Asset Management is a boutique firm based in Barbados providing tailored investment solutions, including outsourced Chief Investment Officer services. ↗

Lingotto US selects Chronograph for portfolio monitoring capabilities. This will help bring automation to data collection, reporting, & valuation processes. Lingotto is an investment management company authorized and regulated by the Financial Conduct Authority and owned by Exor N.V., a European diversified holding company. ↗

SEB is adopting S&P Global's cloud-based platform for custody operations across the Nordic region. SEB will gradually move functionality and data to S&P Global’s platform over several years, which means customers will also gradually experience improvements. SEB will use S&P's platform in all Nordic countries for retail, private banking, family office, and sub-custody customers, which will provide operational reliability and enhanced updates. ↗

OFFICE & PERSONNEL

Jacqueline Thomas joins Arch as Director of Marketing. Thomas just spent the last seven years at AlphaSense, most recently as a Senior Manager, Marketing and Commercial Strategy. ↗

Bain Capital welcomes Paul Mark Kelly as Chief Operating Officer of its Credit business. Kelly brings over 30 years of leadership experience in global finance and alternative investments, spanning operational oversight, strategic planning, compliance, risk management, infrastructure, and technology strategies. Until recently, Kelly was the Global Head of Alternatives at DWS Group. As Bain continues to expand its Credit platform, Kelly will play an essential role in supporting the global teams and executing strategic initiatives to deliver results for investors. ↗

Clearwater Analytics adds three senior leaders to its global client and delivery teams. The three new appointments are as follows: Barrie Mellin joins as Head of Insurance and Asset Owners. Mellin brings over 20 years of experience at BlackRock, including as Managing Director in the Aladdin business. Mellin will lead strategic client relationships in key market segments, ensuring Clearwater solutions align with evolving client priorities. Dennis Lee joins as Head of Insurance Solutions. With close to 30 years in financial services—including senior roles at EY, PwC, and Deloitte, Lee will help clients navigate complexity across regulation, data, and investment operations. Raheel Syed joins as Global Head of Professional Services. With 25 years of experience, including as a Partner at EY and senior executive roles at Manulife and RBC, Syed will lead Clearwater’s global delivery team, supporting clients through implementation, integration, and operating model transformation. ↗

Cambridge Associates welcomes Liana Ryan as its new Managing Director and Head of Client Engagement. Ryan will lead Cambridge's client engagement efforts across all regions and practices, focusing on strengthening relationships, driving client satisfaction, and enhancing its client experience. Ryan spent the last 12 years as the Director of Marketing and Investor Relations at Long Pond Capital. ↗

Dakota welcomes two new members to its Advisory Board. Stacy Havener, Founder & CEO of Havener Capital Partners and Jennifer Clausen, Partner at LEM Capital. Havener has previous experience in helping boutique managers grow and scale through fundraising and strategic storytelling. Clausen brings 20+ years of experience in finance and commercial real estate with a focus on institutional fundraising. ↗

Markus Foehr starts new position as Assistant Vice President Client Services at ENTRILIA. Most recently, Foehr was a Client Services Analyst Key Accounts at Envestnet for the last three years. ↗

Chris Turner is the new Head of Venture Capital, BD at Carta Europe. Turner has been with Carta for the last three years. Until recently, he held the position of Head of Law Firm Partnerships. ↗

Pavel Padamatska starts new position as Vice President, Reliability Engineering Manager at Two Sigma. Padamatska has been with Two Sigma for the last 11 years. ↗

Moonfare welcomes Thomas Djukic its new Global Director of Partnerships. Until recently, Rincon was an Associate Director, EMEA Partnerships at Airwallex, a global payments and financial platform. ↗

VENDOR RESEARCH & WHITEPAPERS

Cyndx has a new blog, "Due Diligence in the GenAI Era: Speed, Accuracy, and Competitive Edge". Cyndx feels that AI doesn’t just crunch numbers because It’s actually rewiring how smart money evaluates opportunities, identifies risks, and makes decisions that can make or break billion-dollar deals. In this blog, Cyndx states that generative AI improves due diligence by automating data analysis, accelerating the processing of large datasets, and allowing teams to focus on strategic decision-making. ↗

Bite Stream has a new article, "From reporting to relationships | Redefining the LP experience". In this article, Bite explores how and why investment managers are rethinking the LP experience, and what this shift means for the wider network of fund administrators, wealth managers, and financial advisors. ↗

Decimal Point Analytics has a new blog, "Proactive Portfolio Risk Management: Besting Volatility with Data-Powered Confidence". In this blog, Decimal Point states that in the current financial landscape, portfolio managers must consider advanced data analytics and AI-powered tools to automate risk assessment and proactively manage risks, all while staying focused on long-term portfolio goals. ↗

AWARDS

The Hyperscience Hypercell platform wins 2025 AI Breakthrough Award for IDP Platform of the Year. In its eighth year, the AI Breakthrough Awards evaluated 5,000 products across 25 categories and recognized the top companies across the global AI market. ↗