This Week’s Vendor News

NEW & UPDATED PRODUCTS

CB Insights launches its Team of Agents, which are 11 purpose-built AI specialists that provide market intelligence for strategic decision making. The Team of Agents includes: ChatCBI, Personal Briefing, Sales Account Planner, Partner and New Business Finder, Commercial Due Diligence Accelerator, Acquisition Hunter, Deep Analyst, Competitive Sentinel, Earnings Analyst, Business Relationship Analyst and Scouting Report. ↗

Forge introduces its next generation marketplace, built for investors and shareholders. Forge's next generation marketplace is a transparent and streamlined way to trade private company stock. What do users get: 1 - A live, actionable order book – ability to see current bids and asks in real time, with automatic expirations. 2 - Contextual pricing insights – Get relevant signals like Forge Price, recent trades and historical trends to stay informed. 3 - Self-directed trading – Submit bids and asks, negotiate directly and track trades end-to-end, all from the dashboard. ↗

Bipsync shares platform enhancements from the first half of the year, which aim to improve the productivity and efficiency of clients’ investment research and workflows. These new features include: 1 - Bipsync AI with Research Summarization and Smart Tagging. 2 - Enhancing the note-editing experience with Exclusive Editing and Microsoft 365 for Bipsync web app. 3 - Enhancements to Bipsync iOS with Voice Memos and Transcription and iOS Edit History. 4 - New integrations include: Addepar and DiligenceVault. ↗

Mosaic unveils this week's new platform feature, Enhanced M&A Flexibility. With this new feature, users can: 1 - Toggle M&A assumptions on or off by year. 2 - Reflect nuanced acquisition strategies, like non-consecutive bolt-ons or one-time add-ons near exit. 3 - Compatible with Mosaic's extended case manager to create and compare multiple cases with different M&A timelines. This update gives deal teams control and accuracy when modeling acquisition pacing, structure, and overall strategy. ↗

Balentic launches news section on its platform, which can be found at: news.balentic.com. The news feed for LPs includes: 1 - Direct links to GP profiles & strategies, 2 - AI-powered smart search, 3 - Filter by themes, 4 - Free Access. No login required. ↗

S&P Global Market Intelligence unveils latest platform enhancements. S&P's platform now delivers: 1 - Granular estimates and historical data from Visible Alpha, 2 - Insights into a company’s trajectory with Headcount Analytics, 3 - GenAI features for discoverability, 4 - Access to S&P Global's datacenter database, industry forecasts, and research, 5 - An expanding research library for insights on companies and trends across all aspects of the TMT, Banking, Financial Services, and Insurance industries. ↗

CAIS launches model portfolios from BlackRock, The Carlyle Group, Franklin Templeton, and KKR on the CAIS Models Marketplace. Advisors can now leverage single-click model allocations across private and registered funds, for both subscription-based and ticker-traded products on the CAIS platform, streamlining implementation.The CAIS Models Marketplace was built to create a centralized hub that streamlines access to alternative investment model portfolios. ↗

InvestorFlow releases its Capital Deployment application, with support for all asset classes. Built with OpenAI, Snowflake and Salesforce, InvestorFlow's Capital Deployment application is engineered for private markets deal teams. The new application provides asset- and industry-specific workflows — enriched with third-party data from Pitchbook and other providers — and harnesses AI to surface insights from proprietary information. Each industry team retains control over how they operate while also benefiting from the relationships, visibility, and insights from across the firm. ↗

Standard Metrics introduces AI Portfolio Company Analyst. The new AI Portfolio Company Analyst incorporates both quantitative and qualitative data that customers have stored on the Standard Metrics platform, which helps answer questions on companies via natural language queries. This tool will help improve the portfolio reporting experience by helping firms cut down on analysis time required to dive into a portfolio company in preparation for LP and internal meetings, providing non-technical teammates with natural language Q&A functionality, and enabling in-platform understanding of a portfolio company’s performance. The AI Portfolio Company Analyst is: 1 - Trend-optimized: Incorporates historical company performance data from everything from tear sheets to financial metrics, so insights are built from long-term performance vs. one-off documents. 2 - Privacy-minded: Chats are specific to each user, so two users at the same firm will not be able to see each other’s chats. 3 - Customizable: Everyone at the firm can use Standard Metrics’ AI portfolio Company Analyst, but users will only be able to use it for the companies they have access to. 4 - User-focused: Automatically saves conversation history, accessible anytime via the top bar. Each new chat begins a fresh conversation thread. 5 - Part of core offering: Available for no additional charge to any firm user already on the platform. ↗

Integrum ESG launches Funds Intelligence. Funds Intelligence utilizes a combination of Artificial Intelligence and Human Intelligence to deliver insight and understanding of material ESG risks that asset managers and private wealth managers can understand. Key features of this new solution include: 1 - New portfolio overview: receive ESG insights across the entire portfolio, in one place. 2 - Full look-through: On any fund or collective held within the portfolio, one click will take users to the underlying holdings and their ESG risks. 3 - One click report generation and export functionality: One click generates summary reports for clients. ↗

Scholar, Cyndx’s new AI-powered tool, is live. Scholar is a multi-agent, research solution designed to accelerate how research teams conduct due diligence, analyze business scenarios, and explore industry landscapes. Key features include: 1 - Automation of research reports (20+ pages) with company profiles, logos and branding in minutes. 2 -Company profiles backed by data-driven insights. 3 - Access to Cyndx’s predictive analytics and targeted recommendations. 4 - Results include Cyndx’s proprietary algorithms for its deal-sourcing, capital raise and acquisition-fit tools. 5 - Editable reports with in-text citations to provide credibility. ↗

DEAL ACTIVITY

Yieldstreet raises $45 million in Series D funding to accelerate access to alternative investments. The round will support: 1 - Product expansion across private credit, real estate, and art, 2 - Growth of the Yieldstreet Prism Fund (multi-asset, evergreen), 3 - Tech upgrades to streamline investor onboarding and reporting. ↗

Envestnet agrees to sell Yodlee to the private equity firm, STG. The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions. Once the transaction closes, Yodlee will become part of STG's technology portfolio that includes companies like RSA, Trellix, and SurveyMonkey. ↗

PARTNERSHIPS & INTEGRATIONS

Chronograph and FIS announce new Snowflake integration. Chronograph has announced a Snowflake integration with FIS Private Capital Suite, which provides automated cash flow ingestion and data replication. Leveraging Snowflake’s data sharing functionality, this integration eliminates manual exporting and importing of cash flow files across systems and unlocks efficiencies for shared clients. As a result, investors can reduce time-to-production for aggregating performance data and analysis built on accounting and portfolio monitoring data, and maintain a real-time view of their portfolio. ↗

Accelex and Quantyx partner to automate private markets risk, valuation and data management. The partnership will empower Quantyx’s flagship portfolio and risk management platform, Quantyx RM with Accelex’s AI data extraction tools to automate data management and operations for private market fund documents, enhancing transparency and operational efficiency across its solutions. Through this partnership, Quantyx will integrate Accelex’s data automation technology to streamline the extraction of information from unstructured documents such as capital account statements and fund performance reports. This data will be delivered directly into the Quantyx risk management platform, enabling deeper insights and more robust analytics for clients. ↗

Allvue and Octaura collaborate to streamline leveraged loan trading and portfolio management. Allvue Systems and Octaura, an electronic trading platform for syndicated loans and CLOs, have announced a joint implementation of their solutions for ICG, a global alternative asset manager. By implementing Allvue’s suite of CLO management solutions alongside Octaura’s electronic leveraged loan trading and analytics platform, ICG gains a seamless workflow for bulk loan trading, portfolio management, and operational efficiencies. The implementation allows ICG to optimize execution, improve data-driven decision-making, and enhance risk management in a complex market environment. Octaura’s electronic trading capabilities and trading analytics provide ICG with liquidity and market insights, while Allvue’s end-to-end portfolio management and accounting solutions provides reporting, compliance, and risk controls. ↗

Super.work now connects with Attio. Now users can just ask Super questions and Super will search Attio data to deliver verified answers, instantly. Examples include: 1 - Need pipeline numbers before a standup? 2 - Prepping for a customer call? 3 - Checking deal risk before one-on-one? 4 - Building a report on lost deals? With this new integration, there is no digging, no dashboards, no filters - just insights. ↗

AlTi Tiedemann Global expands access to TIG Arbitrage Strategy via iCapital Marketplace partnership. AlTi is an independent global wealth manager that provides clients with with fiduciary capabilities, alternative investment strategies and advisory services. Through this partnership, wealth managers and financial advisors will gain access to the TIG Arbitrage Strategy. The strategy is now accessible to eligible investors on iCapital’s platform. ↗

Fintent rolls out new Salesforce integration. With this new integration, Fintent users can: 1 - Import a list of accounts into a screener to track with predictive signals, 2 - Push signals or contacts from a screener or search directly to the CRM, 3 - Set up an automated sync for each screener to enhance account lists in the CRM with the latest predictive scores. ↗

Mend.io integrates with Cursor to secure AI generated code. This integration embeds Mend SAST into Cursor, enabling real-time security scanning and vulnerability remediation in AI generated code. Using Mend.io’s MCP server, developers coding in Cursor now benefit from embedded static application security testing that detects and surfaces vulnerabilities in real time. Whether writing code manually or generating it through Cursor’s LLM-powered assistant, developers are immediately alerted to security flaws within their workflow. The integration also enables automatic remediation. Mend SAST sends vulnerability insights to Cursor, allowing its AI engine to fix flaws autonomously, reducing the need for post-hoc security review and streamlining DevSecOps workflows. ↗

Domos FS partners with Toucan to enhance fund transparency and performance tracking. Together, Toucan and Domos FS will deliver: 1 - Live dashboards tailored to each investment strategy, 2 - Instant access to key metrics, 3 - Custom visualization for internal decisions and LP engagement, 4 - Seamless integration into the Domos FS modular SaaS platform, 5 - Centralized access to investor data. ↗

OFFICE & PERSONNEL

Clearwater Analytics welcomes Jessica Hatch as its Senior Vice President, Head of Revenue Operations. At Clearwater, Hatch will lead its global Revenue Operations division, helping to unify systems, insights, and execution. Before joining Clearwater, Hatch was the WW Head of Sales Strategy, Insights, and Transformation, Global Sales at Amazon Web Services. She also spent over 5 years at Bloomberg, where she was the COO of Bloomberg SSEOMS (Sell Side Execution & Order Management System) and COO at Bloomberg AIM (Asset and Investment Management. ↗

Paul Baiocchi starts new position as Head of Fund Sales and Strategy at SS&C Technologies. Baiocchi has been with SS&C for the last 5.5 years. Most recently, he was the Chief ETF Strategist and has also been a Senior Investment Strategy Advisor at SS&C. Baiocchi also spent 6 years at Fidelity Investments as Vice President - ETF Business Development and at ETF.com. ↗

RepRisk adds 30 new team members to boost data integration and AI delivery. 23 new hires take on AI, engineering, and connected-LLM roles with most positions based at RepRisk’s Zurich headquarters and some in the Berlin office, forming a dedicated agentic products team. Seven of the 30 new full-time employees will be added to account management and data delivery and integration teams. ↗

AlphaSense launches EU-based data residency. This expansion responds to the demand from financial institutions and corporations that require strict adherence to data privacy and security standards. With the new EU data region, AlphaSense enables customers to meet GDPR compliance and ensures sensitive, proprietary information remains securely within EU borders. ↗

Grandview Analytics welcomes Dylan Baker as a new Consultant, specializing in the credit and capital markets industry. Baker has seven years of industry experience, initiating and implementing data solutions for both operations and front-office stakeholders. Prior to joining Grandview, Baker spent most of his career at First Eagle Investments, most recently as a Senior Associate on the Capital Markets team, covering broadly syndicated loans and private credit assets. ↗

Broadridge welcomes Ken MacHarg as Managing Director, Global Head of Futures and Options Trading. Having led futures execution and clearing at J.P. Morgan Securities and held senior roles at Barclays Capital/Lehman Brothers, MacHarg will now guide Broadridge's F&O platform strategy. ↗

Untapp introduces its new AI KPI Extraction Assistant. The AI KPI Extraction Assistant captures key metrics and summarizes data, which then provides users with structured insights in seconds. ↗

VENDOR RESEARCH & WHITEPAPERS

Dynamo Software has a new blog, "3 Key Trends Reshaping Fund of Funds and the Tech Driving Success". In Dynamo’s work with FoF clients, three important trends have come to the forefront. In this blog, Dynamo takes a closer look at these trends, along with the technology implications that come with them. ↗

FINTRX has a new blog, "CRM Hygiene for Asset Managers: 5 Steps to Keeping Your CRM Data Clean". FINTRX feels that clean data helps marketing and sales teams with the ability to reach the right people, which optimizes their outreach efforts and improves conversion rates. A CRM that includes inaccurate, outdated, or incomplete data can hinder progress, waste resources, and lead to missed opportunities. This blog will discuss five steps to keep CRM data clean and accurate, with a particular focus on leveraging CRM integrations like those offered by FINTRX to streamline this process. ↗