This Week’s Vendor News

NEW & UPDATED PRODUCTS

MSCI launches MSCI | Moody’s Private Credit Risk Assessment, so investors can bring insight into the private credit investment process. Built for both limited partners and general partners, this new product provides credit indicators and predictive modeling to support portfolio management and allocation decisions. Key features include: 1 - Company-level probability of default and facility-level loss given default, 2 - Implied ratings based on Moody’s historical rating scale, 3 - Peer benchmarking by sector, region and fund type, 4 - Delivery via MSCI platforms through secure API access. ↗

Blueflame AI introduces Blueflame Global Search. Now available in Blueflame, Global Search gives users one place to search across internal knowledge, connected applications, and web-based market intelligence. Blueflame's Global Search is built specifically for investment workflows. Here is what users can do with Blueflame's Global Search: 1 - Search internal and external sources at the same time, 2 - Get responses formatted for investment workflows, not generic summaries, 3 - Filter and trace results back to their original sources, 4 - Adjust the level of detail depending on whether you need a quick briefing or a deep dive. ↗

Similarweb’s Gen AI Intelligence is now live and Similarweb launches new Ratings & Reviews feature. The Gen AI Intelligence Suite from Similarweb is a dual-capability solution that helps brands understand and optimize their presence in generative AI. It combines: 1 - AI Brand Visibility Tracking: See where, when, and how your brand appears in AI-generated answers. 2 - AI Traffic Analysis: Measure traffic driven by Gen AI platforms to your site and to competitors. Additionally, with Similarweb’s new Ratings & Reviews, users can break down what other users are saying (and feeling) across millions of reviews: by theme, version, or market. ↗

S&P Global launches enhanced Company Relationships dataset with Point-in-Time add-on. This update delivers transparency into corporate structures and ownership dynamics over time. This release introduces relationship start and end dates, enabling temporal analysis of over 8 million global company connections. With expanded private company coverage, validation flags, and new controlling interest indicators, users can map parent-child hierarchies, monitor investment activity, and build corporate family trees. ↗

ROYC rolls out improved Data Room. What is new? 1 - Drag-and-drop folder uploads, 2 - Document categorization and tracking, 3 - Enhanced interface with quick search and download tools, 4 - Secure storage and easy access for authorized users. The enhanced Data Room can reduce admin time and makes document workflows simple and quick. ↗

Novata introduces new Benchmark Explorer. 2024 ESG benchmarks are now live in the Novata platform, and Novata's new Benchmark Explorer makes it easy to search and analyze more than 17,000 benchmarks across sectors, regions, and company sizes. Users can explore with filters and views that highlight benchmark composition, completion rates, and alignment with standards. With Novata Benchmark Explorer, users can: 1 - see patterns, 2 - analyze trends and 3 - discover insights. ↗

Mosaic unveils its new platform feature: Custom CAGR Ranges. With this update, users can now configure their output to show multiple CAGR / Δ ranges and selectively hide year ranges in the operating model, giving users a clean view and insights, especially for long-hold or multi-phase deals. What’s New: 1 - Add custom CAGR/Δ columns (e.g., 2024A–2027E, 2026E–2029E) to track value creation over different time periods. 2 - Tailor outputs to match a workflow, whether highlighting short-term ramps or isolating performance windows.3 - Hide specific year ranges in the model to simplify views for IC or internal sharing. ↗

DEAL ACTIVITY

Daloopa receives $13M strategic investment to expand its financial data platform and launch MCP. This round saw participation from existing and new investors such as Pavilion Capital. Daloopa's newly launched Model Context Protocol bridges the gap between LLMs and sourced financial data. Already integrated with Anthropic’s Claude for Financial Services, Daloopa’s MCP is LLM-agnostic and in addition to Claude, it supports OpenAI’s API, and other AI platforms using MCP Standard Protocol. Daloopa’s MCP also enables a custom Daloopa GPT, accessible through OpenAI’s GPT directory. Strategy and AI leaders rely on MCPs to accelerate internal adoption and eliminate manual cleanup. With this funding, Daloopa will expand product capabilities, accelerate AI research, and enhance LLM integrations. ↗

Green Project Technologies signs agreement for the acquisition of Emitwise's software solution, adding automated Product Carbon Footprint functionality and supplier engagement tooling to its platform of Scope 3 sustainability offerings. Two Emitwise co-founders Ben Peddie, Chief Technology Officer, and Eduardo Gomez, Chief Product Officer, will be joining the Green Project team to play roles in advancing product integration and evolution. Several commercial, customer success and engineering Emitwisers will also be joining Green Project. ↗

Eleven receives growth equity investment from Marktlink Capital. This investment accelerates Eleven's ability to drive digital transformation across jurisdictions, stakeholders, and asset classes. The capital will also fuel Eleven’s European expansion, accelerate product innovation, enhance its upcoming OS8, integrate value-added partnerships, and bring to market the latest solutions for unlocking operational and capital efficiencies across the global private markets ecosystem. ↗

Salesforce signs definitive agreement to acquire Bluebirds. Bluebirds’s agentic technology streamlines prospecting, helping sales teams connect with the right leads fast and work efficiently. Upon close, Salesforce plans to bring these capabilities into Sales Cloud and Agentforce, giving customers new ways to automate pre-sales work and drive productivity. ↗

PARTNERSHIPS & INTEGRATIONS

Quantium & Vestlane partner to enhance fund infrastructure. By combining Vestlane’s front-office onboarding experience with Quantium’s middle and back-office infrastructure, this partnership offers an integrated solution for managing investor lifecycles – from initial investor KYC onboarding to fund operations, reporting, and compliance. Benefits of this partnership include: 1 - QuickTime-to-Close: By connecting Vestlane’s onboarding workflows with Quantium’s data engine, fund managers can move from LP interest to capital call without delays. The partnership eliminates holding time between investor intake and back-office setup, helping GPs close funds fast. 2 - With integrated investor, compliance, and capital data across both platforms, GPs can standardize their investor master data and gain a single source of truth. Updates made in Vestlane – such as investor identity changes or document submissions – sync seamlessly with Quantium, reducing duplication, minimizing errors, and improving audit-readiness. 3 - Together, Vestlane and Quantium offer a modern, software-native infrastructure for private markets. This partnership supports the complexity, speed, and compliance demands of today’s funds while enhancing transparency for both GPs and LPs. ↗

PortF and FIS form new strategic partnership. This collaboration brings together PortF’s integrated portfolio management, ESG, and impact software with FIS’s suite of technology products for private markets. Together, both firms are aiming to deliver a seamless end-to-end solution, helping clients achieve new levels of efficiency, insight, and user experience. ↗

There is a new strategic partnership between Dakota Marketplace and Backstop Solutions. This integration brings Dakota’s investment data directly into Backstop’s CRM, which is beneficial for fundraising and deal sourcing teams. What does this mean for Backstop users: 1 - Quick access to LPs, GPs & private companies, 2 - One-click sync—no more manual entry, 3 - AI-powered insights right inside Backstop's workflow. This integration is live and available now for all mutual clients. ↗

iCapital and Boreal Capital Management Entities form partnership to enhance cross-border client solutions. iCapital has entered into a global partnership with Boreal Capital Management AG (Zurich) and Boreal Capital Management LLC (Miami), two independent wealth management boutiques under common ownership and affiliates of MoraBanc Group S.A. Boreal Capital Management in Miami has been leveraging iCapital’s Marketplace since February 2021 to provide clients with access to Cayman-domiciled private credit and private equity funds. Building on this, Boreal Capital Management AG (Zurich) recently entered into an agreement with iCapital to access Luxembourg-domiciled funds on behalf of its existing qualified investor clients in Switzerland. Through this partnership, Boreal Zurich is collaborating with iCapital to expand access to a range of alternative investments, while offering diversified investment opportunities via a multi-custodian platform to eligible clients. ↗

GQG Partners selects SEI’s Advisors’ Inner Circle Fund to launch first ETF. QG’s ETF launch marks the expansion of its nine-year strategic partnership with SEI, which also services six mutual funds and a private fund for GQG. The new active US Equity ETF launched on July 14, 2025, with more than $200 million in AUM, funded by a strategic private fund conversion. ↗

Acuity Knowledge Partners collaborates with Databricks to drive business value by unifying data and AI. Under this partnership, Databricks is helping Acuity’s clients to mine their data efficiently and extract benefit from doing it at scale. Acuity has also launched its new agentic AI platform; the Agent Fleet. The workflow automation capabilities within Agent Fleet can now be supported by Databricks’ AI as part of Acuity’s technology stack. ↗

FIS partners with Circle to unlock stablecoin money movement functionality for financial institution customers. Through this new partnership, FIS and Circle will enable US financial institutions to offer their customers the option to make domestic and cross-border stablecoin payments in USDC. Issued through Circle’s regulated affiliates, USDC is a reserved payment stablecoin that is redeemable 1:1 for US dollars. FIS’ recently launched Money Movement Hub, which is the first FIS solution to integrate with Circle, making USDC payment functionality available to a range of institutions. The Money Movement Hub enables financial institutions to connect to multiple payment networks, encompassing a range of payment types, in one place. FIS will integrate its real-time payments and fraud detection solutions with Circle’s blockchain-native infrastructure, providing a scalable path for financial institution customers to adopt digital assets. ↗

Barclays streamlines product suite through strategic agreement with MSCI. Barclays and MSCI have entered into a multi-year strategic agreement that will enable Barclays to leverage a spectrum of MSCI’s solutions to bring products and insights to clients. Through this agreement, MSCI will provide Barclays with access to its analytics and integrated risk modelling services. The two organizations are committed to collaborating to expand the current framework to support Barclays with solutions and insights from across the MSCI franchise, while also working together to both enhance existing solutions and develop new products and services. ↗

NEW CLIENTS

Planr welcomes Five Elms Capital as the newest client on its platform. With Planr’s AI-powered insights, the Five Elms team can now monitor portfolio performance in real time - accelerating reporting, uncovering risks, and supporting value creation decisions. ↗

Mirae Asset selects BlackRock Aladdin's eFront Insight technology to enhance private market data capabilities. Mirae Asset Global Investments, a South Korean asset managers, has chosen eFront Insight to improve operational efficiency and strengthen data and analytical capabilities for private market investments. Mirae Asset will use Aladdin’s eFront Insight services – which is a set of private asset data collection, processing and analytics services – to improve its overall operational efficiency and support its growth in the private markets space. By leveraging Insight’s technology, Mirae Asset’s investment teams will be able to gain a comprehensive view of their private market datasets and holdings in one place and in real time, allowing them to stay ahead of market trends and respond to changes. This, combined with Insight’s analytics, will equip Mirae with a good understanding of their portfolios’ risk and performance and ultimately drive investment decisions. ↗

Northern Trust signs contract for the provision of custodian and related services to the National Treasury Management Agency, Ireland’s State body responsible for managing public assets and liabilities. Northern Trust will act as an asset servicing partner for two long term savings funds recently established by the Irish Government: the Future Ireland Fund and the Infrastructure, Climate and Nature Fund. Northern Trust will provide a range of solutions including custody, front office solutions, securities lending, currency management and financial accounting, supported from its Dublin and Limerick offices. ↗

Western & Southern selects SS&C Singularity to modernize investment accounting. The Cincinnati-based, life insurance company will implement SS&C’s cloud-based platform to automate and scale its investment accounting, operations and reporting infrastructure. The company was looking for a new solution with an integrated Accounting Book of Record and an Investment Book of Record to support the requirements of both its life insurance and investment management entities. ↗

AgentSmyth joins StavMarket to scale adoption of Trading Intelligence. AgentSmyth is an agent platform for trading and investment, which delivers real-time intelligence to professional traders. AgentSmyth is pioneering a new category of software: AI agents that trade, analyze, and reason independently. Their decision to join StavMarket marks a step towards visibility, evaluation, and institutional engagement within Stavtar's data-driven ecosystem of hedge funds, private equity firms, family offices, and institutional allocators. ↗

OFFICE & PERSONNEL

InvestorFlow welcomes Theresa Jennings as its new Chief Financial Officer. Jennings' previous experience includes senior roles at Calypso Technology (now Adenza and core to Nasdaq) and Eileses Capital, where she scaled operations internationally. ↗

Sweep appoints Freddie House as Chief Revenue Officer. House will oversee end-to-end revenue operations, including business development, sales, and customer success, as Sweep expands into the US and Asia-Pacific markets. Prior to joining Sweep, House held a number of senior commercial roles at SaaS companies, like at Peakon where he led the European commercial teams from early stage through to its acquisition by Workday. His experience encompasses go-to-market strategy, from business development and new business acquisition to account management and customer success. ↗

SEI names Amy Sliwinski as its new Chief People and Culture Officer. In this new role, Sliwinski will be responsible for developing, leading, and optimizing human resource processes and capabilities across the entire human capital lifecycle, including talent management, professional development, company culture, and benefits. Sliwinski will be a member of SEI’s Executive Management team and will report to Sean Denham, Chief Financial and Chief Operating Officer. Sliwinski most recently served as Chief Human Resource Officer at SKF, a global provider of engineering solutions. Sliwinski also held various senior leadership roles at Santander Bank, where she designed and implemented performance management and development programs that included learning initiatives, succession planning, training, education, and performance management. ↗

Bill Eager appointed President of S&P Global Mobility and CEO Designate of planned standalone public company. This appointment is effective August 15, 2025, and CEO designate upon completion of the previously announced planned separation of Mobility into a standalone public company. Eager succeeds Edouard Tavernier, who will remain with the Company as a strategic advisor through September 30, 2025. Eager, former Chief Executive Officer of CARFAX, has held various leadership roles at CARFAX, part of S&P Global Mobility, for more than 20 years. He has most recently served as CEO since 2021, and previously, Eager served as Vice President of CARFAX's Dealer Business, for 17 years. Prior to joining CARFAX, Eager was part of the leadership team at The Cobalt Group, an automotive digital retailing company. ↗

Sonata One welcomes Tamsyn Mally as a KYC Analyst in its Cape Town office. Mally is now part of the Fund Closing team, which plays a role in collating, reviewing, and verifying investor KYC during fund closes. Alongside ensuring data is captured and authenticated, the team also provides support to investors throughout the process. Tamsyn brings previous legal experience in regulatory compliance, with a focus in international AML and KYC obligations. Mally previously worked as a Senior Fund Associate at Apex Group. ↗

Aoife Morrin promoted at Dealroom.co and is now Head of Ecosystem Growth. Previously Morrin, who has been with Dealroom.co since January 2022, was part of the Strategic Accounts team. ↗

Joshua Tolley joins Ideals as the newest member of its sales team. Until recently, Tolley was a Business Development Executive at 3E and was also a Senior Sales Executive at Datasite. ↗

Laura Burgmane promoted to Manager on the Client Service team at Cadence. Burgmane has been with Cadence since June 2022. ↗ Additionally, Raina Dasgupta is Cadence's newest Client Service Associate. Dasgupta previously worked as an Associate at Third Bridge Group Limited. ↗

VENDOR RESEARCH & WHITEPAPERS

Bite Stream has a new article, "How to optimize fundraising and take your tools to the next level". Bite feels that in a competitive and complex fundraising environment, GPs need tools that manage investor communications and streamline every stage of the capital-raising lifecycle. This article outlines how GPs can reduce friction and improve outcomes with an integrated approach to onboarding, data management, investor servicing, and reporting. ↗

Acuity Knowledge Partners has a new whitepaper, "Role of external consultants in organisation’s sustainability performance". In this his paper, Acuity explores the different roles external consultants play in disseminating concepts, best practices and strategies pertaining to corporate sustainability. ↗

Digify has a new blog, "Your Data Room: A Critical Part of Due Diligence". Digify states that when ready to start fundraising for your new startup, you need a virtual data room as part of your due diligence process. In this blog, Digify finds out why setting up a virtual data room is the best investment you can make before fundraising. ↗

Beyond has a new blog, "Founders Who Win Think Ahead: The Exit Is the Strategy". One of the biggest mindset shifts that Beyond M&A pushes is: You don’t “prepare” for exit. You design for it — long before the exit is in motion. ↗