This Week’s Vendor News
NEW & UPDATED PRODUCTS
Attio launches new Developer Platform. With Attio's Developer Platform, users can build tools where their GTM team works, bring product signals into deals, and automate the manual work, all without leaving Attio. With Attio's new Developer Platform, users can build custom apps to extend Attio, integrate products and power their GTM stack. With this platform, users can build with Attio's REST API and App SDK, or connect Attio with no- and low-code tools. Here's what this means for builders: 1 - Build with code: sync and automate at scale with Attio's REST APIs, or use its new App SDK to extend Attio with React and server side functions. 2 - Or start with low-code: Connect Attio with tools like Zapier, n8n, Gumloop, and Pipedream to automate quickly. 3 - Share what you build: Publish your app to the App Store for Attio users to discover and install. ↗
Nasdaq unveils the Nasdaq Trade Surveillance Cross Product. The Nasdaq Trade Surveillance Cross Product is a new surveillance solution that gives firms a unified lens across all trading instruments, automatically linking patterns between related stocks, futures, bonds and more. This enables detection of manipulative behavior, wherever it occurs. ↗
Citco collaborates with J.P. Morgan with the launch of Kinexys Fund Flow, a blockchain-based fund flow platform designed to enhance the distribution and servicing of alternative funds. Kinexys Fund Flow leverages blockchain technology to tokenize investor registers and transactional data, enabling quick settlements and data. The tool provides transparency into fund, investor, and capital activity. Through this automated operation, clients gain streamlined access to alternative investment strategies while minimizing costs. ↗
Specter launches Real-Time News. With Real-Time News, users get every company story, as it happens. Specter’s new live news layer turns funding updates, podcasts, and social posts into structured insights, enhancing how investors follow growth. Each article, post, or mention is turned into a summary that highlights growth rates, funding contexts and strategic shifts. ↗
Digify introduces Persistent Protection After Download. Persistent Protection After Download (PPAD) is Digify’s patent-pending DRM technology designed to keep users in control of their files, even after download. With PPADD, users won’t lose control of a file after it is downloaded. With PPAD, users control who views the file and tracks every view. Benefits include: 1 - Stop file sharing by locking access to each recipient, 2 - Control stays in place, even when offline, 3 - Revoke or set access to expire anytime, even after download, 4 - Track every page view, even after download, 5 - Protect documents and media files with watermarks, 6 - Block printing, copying, and screenshots when needed. ↗
Standard Metrics enhances Excel Add-In. With one formula (SM.GET) firms can pull structured data directly from Standard Metrics into Excel without manual exports or spreadsheets. Standard Metrics has launched Excel Push (SM.PUSH). This new functionality allows VCs to push data that has been adjusted in Excel back into Standard Metrics without the manual work. This feature was designed as a response to feedback from Standard Metrics' customers who work in Excel for processes like financial modeling, valuations, and analysis and who wanted to push that refined or calculated data back into Standard Metrics. This will also enable private equity and growth customers with their own data teams to push in financial statement data from Excel. Excel Push supports financial metrics (both actuals and budgets), multiple date formats, and multiple currencies. The new Push functionality maintains the security protections built into the initial Excel Add-In launch (like required authentication, specific user configurations, input validation, and rate limiting to prevent abuse). SM.PUSH can also be used in alongside SM.GET in the same workbook, and SM.GET will continue to work exactly the same as at initial launch two years ago. ↗
Fintent's predictive scores are now produced weekly. Every Monday, users can get notified about companies that are: 1 - Exploring a sale of business (M&A Score), 2 - Looking to raise funding (CapRaise Score), 3 - Experiencing distress (Distress Score), 4 - Being researched by deal-makers (Deal-Maker Score). ↗
iConnections updates its platform, which now includes Search with AI. Now, users can type what they need and instantly see the profiles that match. ↗
DEAL ACTIVITY
Charles Schwab to acquire Forge Global, enhancing access to private markets. The Charles Schwab Corporation has entered into a definitive agreement to acquire Forge Global Holdings, in a transaction valued at approximately $660 million. This acquisition accelerates Schwab’s strategy to deliver private markets capabilities to retail and advisor clients. Together, Schwab and Forge will unite private stock plan administration and liquidity access in a single, integrated ecosystem. Through this acquisition, Schwab will build on Forge’s experience helping private companies deliver capital and liquidity solutions through a partnership model rooted in company approval and collaboration. Under the terms of the agreement, Schwab will acquire all of Forge’s issued and outstanding common shares for $45 cash per common share. The transaction has been approved by the Boards of Directors of Schwab and Forge. The transaction is expected to close in the first half of 2026, subject to customary closing conditions, including approval by Forge’s stockholders and regulatory approvals. ↗
Position Green acquires Factlines, a provider of supply chain transparency and human rights due diligence solutions. As part of the transaction, Arendals Fossekompani, a Norwegian energy transition and industrial investor, will join as a shareholder in Position Green. With this acquisition, Factlines brings over 200 users to Position Green’s existing 800 users. The acquisition comes at a time when supply chain resilience and accountability are high on corporate agendas. With the EU struggling to pass unified sustainability legislation, ESG software and advisory providers like Position Green and Factlines play an important role in enabling companies to act beyond compliance and integrate sustainability into business strategy. ↗
Domos FS is now Domos by SimCorp. This strategic acquisition marks the launch of SimCorp Alternatives, a unified, cloud-native offering for private markets that combines Domos FS’ modular SaaS with SimCorp’s global investment platform. By becoming part of SimCorp, Domos is offering clients a platform that is: 1 - Cloud-native and modular: enabling seamless scalability and deployment. 2 - Unified across LP and GP operations: covering investor servicing, compliance, reporting, and accounting in one ecosystem. 3 - AI- and automation-powered: reducing operational complexity and enabling smart decision-making. 4 - Future-proofed for regulation: with compliance and risk management capabilities. With this integration, SimCorp Alternatives delivers an enhanced offering designed to meet the needs of alternative investment firms of all sizes. ↗
PARTNERSHIPS & INTEGRATIONS
LSEG forms strategic partnership with Nasdaq to deliver enhanced private markets data. LSEG is partnering with Nasdaq to distribute private markets intelligence through LSEG’s Workspace and Datafeeds. Under the agreement, LSEG will license Nasdaq eVestment private markets datasets including Market Lens insights, hedge fund insights and Limited Partner intelligence. It will also include distribution of Nasdaq’s private market datasets, private fund benchmarks, and deal-level benchmarks.Nasdaq’s datasets will be integrated into LSEG’s ecosystem, expanding transparency and decision-making capabilities across the private investment landscape. The combined offering brings together LSEG’s editorial and transactional data on private companies with Nasdaq’s fund performance and LP insights, creating an enhanced solution for GPs, LPs, and advisors. It streamlines workflows across investment targeting, deal execution, fundraising, and portfolio optimisation, enabling informed decisions and efficient capital deployment. ↗
Tracxn now integrates with Affinity. This partnership combines Tracxn's private market data with Affinity's relationship intelligence to provide an enhanced deal flow process. Users can now send company details from Tracxn directly to their Affinity CRM, eliminating manual data entry and streamlining workflows. Users can add companies to Affinity with one click, syncing data like company name, website, logo, and overview to keep their prospect information fresh and centralized. ↗
LSEG and FINBOURNE Technology partner on fixed income analytics offering. The integration will incorporate LSEG’s Yield Book fixed income data and analytics into FINBOURNE’s SaaS investment data management platform, LUSID, allowing asset managers to make use of this data to perform real-time prepayment modelling, loss severity modelling and analytics within their existing LUSID portfolio management system. ↗
Titanbay partners with Adams Street Partners to help the private markets firm expand into the private wealth space. Titanbay has partnered with Adams Street Partners to make its private market funds available to the private wealth market through Titanbay's technology platform. This partnership allows Adams Street to expand its reach to wealth management clients while using Titanbay's tools for onboarding, compliance, and reporting. ↗
Morningstar and PitchBook launch new index suite for evergreen private market funds. The new indexes deliver a full-service solution, integrating ratings, research, and private market data, to bring transparency and structure to private markets. With the full suite expected to become available in Q1 2026, these indexes will offer investors peer group benchmarks designed to measure the performance of nontraded “semiliquid” or “evergreen” funds. Spanning multiple asset classes through subindexes across private equity, private debt, real estate, infrastructure, and multi-asset strategies, the Morningstar PitchBook US Evergreen Fund Indexes will remove barriers in private markets to offer investors a data-driven view of how evergreen funds perform relative to public market alternatives, and one another. The Morningstar PitchBook US Evergreen Fund Indexes provide a rules-based framework for measuring and comparing performance across unlisted evergreen vehicles, including interval funds, tender offer funds, Business Development Companies, and Real Estate Investment Trusts. The index family combines monthly and daily calculated indexes to capture the full investable universe of unlisted evergreen funds and accommodate different reporting cadences. Key components include: 1 - Morningstar PitchBook US Evergreen Fund Indexes: Provide a view of all unlisted semiliquid funds, with subindexes focused on private capital strategies such as direct lending, alternative credit, private equity, real estate, infrastructure, and multi asset funds, enabling peer comparisons and strategy level benchmarking. 2 - Morningstar PitchBook US Daily Evergreen Fund Indexes: Track funds reporting daily NAVs, offering insights for this cohort of the universe. ↗
Northern Trust expands its fund services relationship with Avanda Investment Management. Northern Trust is supporting Avanda’s implementation of the mandate granted by Monetary Authority of Singapore as part of the Equity Market Development Programme. Northern Trust will now provide investment operations outsourcing, fund administration and investment risk and analytical services. Northern Trust supports Avanda’s full range of funds with the above services as well as custody, foreign exchange, and securities lending. The EQDP is a $3.8 billion initiative aimed at strengthening Singapore’s asset management and research ecosystem and increasing investor interest in the local equities market. ↗
Arcesium's MCP Server is now available on Databricks Marketplace. Arcesium's MCP server enables seamless interaction with Aquata, Arcesium’s data platform for the institutional investment industry. Users can query and seamlessly orchestrate their investment lifecycle data, all through natural language. The new integration with Databricks Marketplace allows users to query investment lifecycle data from Aquata to enhance their Unity Catalog and maintain domain awareness while running workloads in Databricks. ↗
SEI welcomes The Carlyle Group and Prospect Capital Management to SEI Access Alternative Investment Marketplace. The Carlyle Group is a global investment firm with $474B in aum as of September 30, 2025, spanning private equity, credit, and investment solutions. Prospect Capital is an alternative investment manager with $11.7B in aum as of September 30, 2025. Prospect specializes in credit and equity strategies for US middle-market companies. ↗
MSCI partners with Snowflake Intelligence. With Snowflake Cortex AI, MSCI is making it easy for users to interact with its Equity Factor Models available in the Snowflake Marketplace. Users can now ask natural-language questions and get insights into the investment characteristics driving risk and performance. Business needs include: 1 - Asset Valuation: Asset factors and descriptors used for identification of areas of potential under or over value among companies and related securities. 2 - Fundamental Analysis: Use predicted betas from MSCI's factor model to provide weighted-average cost of capital estimates. 3 - Quantitative Analysis: High predicted return at low estimated risk by using MSCI Factor Models during portfolio construction. 4 - Risk Analysis: Identify hot spots and hedges within your portfolio by computing the contribution to risk from securities, industries, and factors. ↗
Crunchbase is a new launch partner for Snowflake Intelligence. With Crunchbase’s AI-ready company and funding data, teams can surface insights on private market activity, from emerging startups to recent funding trends. Snowflake Intelligence is Snowflake’s new generative AI experience that lets companies query and analyze data in natural language. With Crunchbase’s Predictions and Insights, Snowflake users can explore company growth forecasts, funding likelihoods, and market signals, all within Snowflake’s Cortex Analyst interface. ↗
Fairbridge Asset Management's Debt REIT investment strategy is now available on iCapital Marketplace. Fairbridge Asset Management offers alternative investments for accredited investors via private, direct origination, secured real estate bridge loan facilities. ↗
G2 and Reddit partner to help B2B software brands expand their presence. This partnership enables G2 users to activate a personalized Reddit Pro account and set up their Reddit business profile automatically using existing G2 profile data. G2 and Reddit are partnering to address three challenges B2B marketers face when establishing their presence across the platforms where buyers are researching: 1 - Establishing a brand presence across platforms takes time, and it can be a struggle to create a consistent brand presence across multiple platforms, causing a delay in engaging buying communities. 2 - Managing brand conversations is complicated, and with sources like G2 and Reddit, brands need to ensure they show up with credible information wherever buyers are researching. 3 - Finding new ways to activate communities isn’t always straightforward, and brands are missing opportunities to build trust and drive loyalty through both organic engagements and paid ads on both Reddit and G2. ↗
S&P Dow Jones Indices and Indonesia Stock Exchange collaborate on new equity indices. Both companies have agreed to create and launch three co-branded equity indices covering IDX-listed stocks, including ESG, Dividend, and Shariah-compliant indices. The partnership encompasses the development, publication and distribution of the three indices designed for investors seeking opportunities in Indonesia. Furthermore, S&P DJI will market and license a selection of IDX indices worldwide. The newly launched co-branded indices include: 1 - S&P/IDX Indonesia ESG Tilted Index, 2 - S&P/IDX Indonesia Shariah High Dividend Index, 3 - S&P/IDX Indonesia Dividend Opportunities Index. The co-branded indices bring together S&P DJI’s datasets and experience in index development, alongside IDX's insights into the Indonesian market. The partnership aims to foster a measured approach for investing in Indonesia while addressing theneeds of domestic and international investors. The collaboration also includes an offshore licensing framework, enabling IDX indices to be licensed internationally for use in index-linked products such as exchange-traded funds, mutual funds, and structured products. ↗
NEW CLIENTS
Flexstone Partners chooses SESAMm to enhance ESG and controversy screening across its private equity investments. Flexstone Partners, a global private equity investment manager and advisor, has selected SESAMm’s platform to strengthen its pre-investment screening and portfolio monitoring processes. The firm will now leverage SESAMm’s AI-powered ESG and reputational risk data to identify issues such as human rights violations, corruption, and environmental breaches, even among non-listed firms. ↗
Fairfax County Retirement Systems now relies on Canoe’s solutions to automate alts investment operations. Fairfax County Retirement Systems serves Fairfax County’s employees, police officers and uniformed employees, overseeing and managing three separate, defined-benefit public pension plans. Their primary mission is to provide retirement, disability, and survivor benefits funded through a combination of employee contributions, County contributions, and investment returns. Canoe is helping Fairfax County Retirement Systems by automating their varied investment document collection and streamlining their operations. ↗
OFFICE & PERSONNEL
Catherine Clay is the new CEO of S&P Dow Jones Indices. Clay joins from Cboe and brings previous experience across the derivatives markets, digital assets, data analytics and financial technology. ↗
Carta expands into Africa while building localized products for the African private capital market. As part of the expansion, Carta has hired Marvin Coleby as its Head of Product for Asia, the Middle East, and Africa. Coleby is the former CEO of Raise, a Nairobi-based startup that helped African startups raise over $1 billion with its equity management and fundraising software. Raise was shutdown in September. Raise users have the option of moving to Carta with more features accessible to them, while Carta will offer free software to African founders with less than $1 million raised and 25 shareholders on their cap table. ↗
Walter Sinn is the new Chairman for Germany and Austria at Bain. Sinn was previously the Managing Partner at Bain Germany & Austria and has been with the company since 2011. Christina Ellringmann is the new Managing Partner for Germany and Austria and she has been with Bain for almost 24 years. ↗
iCapital welcomes Mark Mezzanotte as its new Managing Director and Head of Alternative Investments Distribution. Mezzanotte joins iCapital from Constitution Capital Partners, where he was the Managing Director - Head of Private Wealth Distribution. He also spent 14 years at BlackRock and seven years as Vice President at OppenheimerFunds. ↗
James Bible starts new position as Managing Director - APAC at Intapp. Before joining Intapp, Bible was a Sales Director - APAC at Elite Technology. He has also worked at Thomson Reuters and LexisNexis Pacific. ↗
CWAN welcomes Kuldeep Kelkar as VP, Head of User Experience and Design. Kelkar will lead the transformation of CWAN's user experience across all applications and will lead the charge in next-gen design with GenAI. With over 25 years of industry experience, Kelkar was previously Partner at UXReactor. He also spent 10 years at PayPal leading UX for their Global Merchant Services. ↗
Amplify-Now opens new office in Mumbai, India. The new office serves as a key hub for Amplify-Now's engineering, DevOps, QA, and delivery management teams, strengthening its capacity to support and deliver measurable value for users around the world. ↗
Balentic welcomes Carolin Blank to its Advisory Board. Blank is a Senior Advisor at Hamilton Lane in London, with experience in private markets and client relationship management. She was previously global Co-Head of Hamilton Lane’s Fund Investment & Managed Solutions team, overseeing accounts and advising clients across Europe. ↗
Nikita Knyazev is starting a new position as Vice President Client Solutions at Quantium. Knyazev joins Quantium from Appian Corporation where he was a Senior Technical Delivery Manager for the last 5 years. ↗
Drooms opens new office in Milan. Droom's new address is: Via Pontaccio, 10, 20121 Milano. With Drooms' office in Milan, the company is enhancing its local presence to help users across Italy work efficiently and securely. ↗
Máté Facsar takes on new role within the newly formed Content Intelligence Lab at FactSet. Facsar has been with FactSet for the last 13 years, most recently as VP, Strategic Relationship Manager - Global Consulting & Legal Firm Type. In his new role, Facsar's focus will be on Private Markets and Point-in-Time Fundamentals. ↗
Tatiana Zebaze joins CWAN in NYC, as Principal - Product Management Risk for Insurance & ALM. In her new role, Zabaze will help build data-driven solutions that enhance insurers’ risk, capital, and investment decisions. Zebaze spent the last 9.5 years at AXA, most recently as a Global Expert Manager. ↗
Lantern hires Nicole Pernice as its first Account Executive in New York City. Pernice will be leading the charge to expand Lantern’s presence on the East Coast. Pernice spent the last 3.5 years helping firms modernize their IR and reporting workflows at Altvia. ↗
VENDOR RESEARCH & WHITEPAPERS
Datasite has a new blog, "Is your deal team ready for the rebound?'. In this blog, Datasite goes over four ways to sharpen your M&A pipeline with smart tools. Datasite feels that strategic investors who focus on these four priorities will be prepared to capitalize when opportunities arise. ↗
FundCount has a new blog, "80% of Family Offices Depend on Excel for their Core Financial Work'. FundCount states that one broken formula can move dollars in a way that is both real and hard to unwind. Spreadsheet dependency is not just about fat-fingering a number. It is about the fact that spreadsheets let you ship money without institutional controls, and sooner or later that gap shows up in economics, tax, reporting credibility, or investor trust. ↗
Apperio has a new blog, "5 year-end legal spend checks for Private Equity firms". Apperio states that for private equity firms, year-end is one time when legal spend management must withstand the highest scrutiny. LPs expect evidence of discipline and transparency, which Apperio covers in this blog. In this blog, Apperio goes over 5 year-end checks private equity firms should prioritize to strengthen reporting to LPs. ↗
Apliqo has a new article, "The hidden FP&A pitfalls that kill M&A value creation". Apliqo feels that most M&A failures aren't caused by strategic missteps or cultural clashes, but rather by operational mistakes within financial planning and analysis functions. This article reveals six FP&A pitfalls that can decrease value during integrations. ↗
AWARDS
The winners of the Private Equity Wire US Awards 2025 have been announced. Winners from PE Stack's Vendor Profiles include:
Accounting & Fund Reporting Solution of the Year - LemonEdge
Data Management Solution of the Year - Arcesium
Data Provider of the Year: Overall - Gain.pro
Deal Origination of the Year: Technology - Grata
Technology Innovation of the Year: Firm Operations - AtomInvest
Fund Accounting & Reporting Software of the Year - Quantium Technology
Investor Relations Technology of the Year - Juniper Square
Middle Office Service of the Year - IQ-EQ
Newcomer of the Year: Technology - Fusion by J.P. Morgan
Portfolio Management Service of the Year- 73 Strings
Regulatory & Compliance Firm of the Year - Kroll
Solution Provider of the Year: AI & Data Analytics for Deal Sourcing - Grata
Solution Provider of the Year: ODD - Dasseti
Technology Innovation of the Year: AI - Blueflame AI
Technology Innovation of the Year: ESG & Impact Investing - Dasseti
Valuation Service of the Year - Oxane Partners
Congratulations to all the winners! ↗
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