This Week’s Vendor News

NEW & UPDATED PRODUCTS

Quantium introduces Quantium Assist, its AI-powered agent that automates portfolio data ingestion, monitoring of portfolio metrics, and cap table management. Using LLM models from OpenAI, this capability helps users manage unstructured data such as Excel and PDFs. ↗

Integrum ESG launches latest solution, One Click Compliance. One Click Compliance builds on Integrum's line of reporting solutions, allowing users to generate regulatory reports, with one click. ↗

Carta Launch, Carta's free cap table platform, is now available in APAC and MENA. Features of Carta Launch include: 1 - Access salary and equity information with Equity split tool, Carta Insights tool, 2 - Gain insight with tools and templates like the SAFE financing tool and burn rate calculator, 3 - In timezone, multi-channel support. ↗

Sonata One enhances investor support with new Silver Service tier. The introduction of the Silver Service tier enhances Sonata One's client servicing capabilities, enabling quick fund closings for managers and an enhanced experience for investors. Highlights of the Silver Service tier include: 1 - Standard response times reduced to under 24 hours, 2 - enhances ability to deliver white-glove investor service at scale. ↗

Edda adds new Excel Metrics feature. With this new feature, Edda users can now import and manage portfolio company metrics on the platform. ↗

Mosaic unveils enhancements to its operating model. Mosaic has added a new functionality that allows users to frame their entry and exit valuations on any operating model metric they define. This works by: 1 - First, configure the Operating Model row to be a “Valuation Metric”, 2 - this will result in the row becoming available as an option in the menu for entry, leverage, and exit multiples throughout the Mosaic application. Mosaic has also added an optional “EBITDA Less X” section of the operating model. Additionally, with this latest release, Mosaic’s Excel download now includes an “IRR Decomp Panel” with related switches that turn on / off each step of the IRR Decomp. This allows users to recompute the decomposition in Excel if changes are made after downloading the initial version. ↗

SimilarWeb debuts new platform features. These enhanced features include: 1 - New SEO overview in Search Intelligence: Now users can: See performance stats, track ranking changes over time, identify keyword gaps and view top pages and trending terms: 2 - Marketing Channels’ in Web analysis now has heatmaps, which shows users: a) The marketing channels that are driving growth, b)Which marketing channels are experiencing the highest growth. 3 - New Demand Analysis tool in Web Intelligence was just updated. Now users can: a) Save search terms as keyword lists, b)Generate keyword lists automatically. 4 - Custom DaaS Dashboards. ↗

ValueWorks launches platform version 1.28. With this new release, ValueWorks releases a new feature that is nested in financial reporting. The enhanced feature allows users to create customized views of their financial statements. Examples include: Comparing a previous year's year-to-date to the current year's year-to-date value or by adding a delta to the full-year planning value. ↗

DEAL ACTIVITY

Addepar acquires Arcus, which enhances Addepar's AI capabilities across its platform. This strategic move accelerates Addepar's technology roadmap to embed AI and machine learning across its platform. The acquisition of Arcus will boost investment efficiency and impact at Addepar, while also adhering to data governance, privacy and controls. ↗

IQ-EQ acquires South Watch. South Watch is a boutique provider of fund admin, outsourced CFO support and tax preparation services to hedge fund managers in the US and Cayman Islands. The business, which expands IQ-EQ’s footprint in the Boston market, was acquired from the majority shareholder, Everlane Equity Partners, and principal employee shareholders. ↗

PARTNERSHIPS & INTEGRATIONS

MSCI and Intapp form strategic partnership to deliver enhanced private capital market intelligence. This new collaboration will be able to streamline how private market professionals can discover, analyze and act on opportunities. Under this partnership, MSCI’s suite of private assets information will be available directly within the Intapp DealCloud deal and relationship management platform. Streamlined access to market intelligence within DealCloud will enable transparency and availability of sourcing and origination-related data. With native access, DealCloud users will be able to interact directly with MSCI’s private assets data through dashboards and customizable reporting. They can also use MSCI’s real assets data as they identify and research potential investment opportunities. MSCI and Intapp are currently negotiating a final agreement after which MSCI’s datasets will become available on the DealCloud platform in the coming months. ↗

Passthrough and BlackRock collaborate to enhance investor experience on the eFront platform. The collaboration enables common clients to digitize their investor onboarding process and deliver scalable investor relations solutions for their clients. The new integration enables eFront users to streamline and automate onboarding and fund closings for their investors. Using Passthrough’s technology, it’s now easy to distribute and execute subscription documents electronically, accelerating subscription workflow and reporting. Over time, the two companies will collaborate further to embed Passthrough’s full onboarding flow, including subscription agreements, tax forms, and AML requests, within eFront’s investor experience. ↗

SimCorp and Clearstream form strategic partnership to incorporate Clearstream’s post-trade offering into SimCorp One. SimCorp’s clients are now able to have integrated access to Clearstream’s fund data solutions via its Kneip platform to disseminate data, documents and regulatory reporting for their funds. It gives SimCorp clients the opportunity to outsource these tasks, which will enable them to achieve material cost savings and drive efficiency and scale. Next, Clearstream and SimCorp will explore the inclusion of more fund and securities services, including fund distribution on the FundsDLT Software-as-a-Service transfer agency platform and solutions for collateral management and tri-party repo. ↗

Domos FS partners with Cascade to enhance AML/KYC compliance. Domos FS has joined forces with Cascade to provide fund managers with a streamlined and compliant onboarding experience. Together, both firms are enabling fund managers to: 1 - automate AML/KYC checks from onboarding to ongoing monitoring, 2 - monitor investor and fund data from a single operating platform, 3 - provide auditability and operational efficiency. ↗

TrinityBridge expands strategic partnership with SEI for Cloud, Cybersecurity, and Network Services. Already leveraging the SEI Wealth Platform and SEI Data Cloud, TrinityBridge is the first UK/EMEA client to implement SEI’s managed services platform. By adopting a unified approach, TrinityBridge can gain enhanced enterprise visibility and unlock long-term operational value by: 1 - Replacing old IT with an integrated platform that enables secure, scalable, and collaborative operations. 2 - Driving efficiency and business impact with real-time intelligence to support strategic decision-making. 3 - Consolidating vendors and technology investments to align with business priorities and deliver measurable return on investment. ↗

Portx partners with SimCorp to make the Axioma Equity Factor Risk Models suite available within the Portx platform.This integration brings together the Axioma Factor Models with Portx’s portfolio construction and analytics tooling designed for fundamental hedge funds. ↗

Anaplan expands collaboration with Amazon Web Services. By deploying its platform on the AWS Middle East Region (UAE) Region, this partnership unlocks Anaplan’s capabilities for for organizations in the region, enhancing data security, performance, and scalability. Benefits of Anaplan integrating with AWS Middle East Region (UAE) include: 1 - Enhanced performance: Reduced latency for UAE customers, enabling fast processing and real-time insights for planning activities (financial forecasting, supply chain optimization, and workforce management). 2 - Digital transformation: Accelerated digital transformation initiatives via data management, analytics, and local data residency. 3 - AWS Marketplace availability: Reach more AWS customers with enhanced security and performance efficiency. ↗

Nasdaq and The Stock Exchange of Thailand expand modernization partnership. Under this expanded strategic technology partnership, which is aimed at modernizing Thailand's capital markets, SET will recommend its members leverage Nasdaq's technology stack to strengthen market wide resilience and integrity. SET has previously only relied on Nasdaq’s surveillance and risk technology. Now, SET will promote adoption within its member community to enhance system-wide efficiency, transparency, and risk management. ↗

Apollo expands strategic relationship with SUBSCRIBE. SUBSCRIBE will now be a digital access point for onboarding and subscriptions to Apollo’s suite of private market solutions for investors. ↗

Forest Investment Associates selects Altvia as its platform for CRM, fundraising, investor communications, and Virtual Data Room. Now, with an integrated solution, FIA can scale its access to sustainable investment strategies, enhancing transparency, and continue to build relationships with long-term partners. ↗

Genesis Alternative Ventures chooses Quantium to streamline private debt operations. Based in Singapore, Genesis Alternative Ventures is a Southeast Asian venture debt provider, supporting venture and growth-stage companies. As Genesis scales its venture debt platform, the team sought a modern system to drive efficiency across key workflows – from loan servicing and portfolio oversight to fund performance tracking and cross-fund analysis. By implementing Quantium, Genesis will be able to automate loan management with real-time payment updates via bank data feeds, monitor portfolio health with AI-powered ingestion and tracking, and gain insights across fund and LP performance. ↗

Philippine Stock Exchange adopts Nasdaq Eqlipse Trading to enhance market infrastructure. PSE has upgraded its trading infrastructure to the newly launched Nasdaq Eqlipse Trading, which will enhance liquidity and resilience of the Philippine marketplace. ↗

Pin Oak picks Canoe to automate their alternative investment data processes and modernize their operations. Pin Oak Investment Advisors is a family-oriented investment firm that curates nontraditional wealth solutions. ↗

Collyer Capital is now live on Orca, Balentic's platform. Collyer Capital is a boutique fund manager that specializes in private equity and venture capital investments across high growth markets in Asia. ↗

Global Kandor selects Canoe Intelligence to scale alternative asset reporting. Global Kandor is an independent registered investment advisor headquartered in Miami, with worldwide access serving UHNW individuals, families, and institutions. Global Kandor had been on the search for a partner to help its team automate alts processing workflows. Global Kandor is now implementing Canoe Connect to automate its alternative investment document collection workflow and Canoe Intelligence to systematize its data extraction processes. The firm will also leverage Canoe’s API with Addepar for alternative asset data management needs. ↗

OFFICE & PERSONNEL

Leon Stamm is the new Chief Product Officer at portagon. Stamm has been with portagon for the last four years. Most recently, Stamm was VP of Product and has also held the role of Head of Product. ↗

Brittany Farrell joins cofi.ai as Head of Sales, Partnerships, and Marketing. Until recently, Farrell was the Director of Sales, Managed Service Partners at Workiva. She also spent eight years at Thomson Reuters. ↗

OneTrust appoints Digvijay Lamba as Chief Technology Officer. Lamba brings 20 years of data analytics and machine learning experience to accelerate development of AI, data governance, and risk management solutions. Most recently, Lamba served as CTO at Alteryx, where he played a role in scaling the company’s data science and analytics capabilities. He joined Alteryx through its acquisition of Lore IO, a no-code analytics platform that he founded and led as CEO. ↗

Corey Frickel joins Standard Metrics as a Data Solutions Leader. Until recently, Frickel spent seven years at Branch , most recently as the Global Director, Professional Services. ↗

Asset Class expands Executive Team with the addition of Todd Jacobsen as new Head of Customer Success. Based in Newbury, Mass, Jacobsen will lead the next chapter of Asset Class' Customer Success growth globally. Jacobsen previously held Executive CS roles at Salesforce, Forcepoint, Citrix and Adobe Marketo. ↗

AWARDS

AirFund wins the Coupole de l'Audace 2025 in the category "Best Distribution Platform Dedicated to Unlisted Companies". ↗

Canoe Intelligence wins two awards at the WealthBriefing European Awards 2025. Canoe has won for: "Change Management Process/Best Implementation of a Technology Solution" and its CEO, Jason Eiswerth, for "Chief Executive Officer". ↗

Allvue wins at the Hedgeweek European Awards 2025. Allvue has been named the Best Accounting & Reporting Software of the Year. ↗

SimCorp awarded “Best Investment Book of Record (IBOR) Platform” at the WatersTechnology Asia Awards 2025. ↗