FORWARD FEATURES CALENDAR

Managers

OpenFin, the operating system (OS) of finance, has secured a strategic investment from SC Ventures, the innovation, fintech investment and ventures arm of international banking group, Standard Chartered. The capital will accelerate new product development and brings OpenFin’s total funding to date to USD50 million. OpenFin’s web-based OS has become the de facto standard in financial services for powering next-generation application and desktop experiences by creating interfaces that make the financial desktop simple and intuitive. Built on Google’s Chromium engine, OpenFin OS simplifies app distribution, unifies the digital workspace and enables seamless communication and workflow between apps. The software is now
Upvest, a Berlin-based startup offering the first plug-and-play pan-European securities API, has secured an additional EUR5 million in funding. The latest financing round was led by Earlybird and ensured the close of the Series A+. This additional funding follows an initial EUR7 million investment from Notion Capital, HV Capital and Partech. Upvest is also supported by fintech angel investors including Maximilian Tayenthal, founder of N26, Felix Haas founder of IDNow and Reiner Mauch, founder of Consorsbank. Upvest’s Securities API is intended to transform the traditional, outdated and regulatory complex securities infrastructure. Designed as a simple gateway API that is easy to
Charterhouse Capital Partners (Charterhouse) is to invest in Lane Clark & Peacock (LCP), a professional advisory firm specialising in pensions, investment consulting and insurance. Charterhouse is partnering with the Partner group of LCP to acquire the Inflexion minority stake. As part of the transaction, LCP’s Partners will also increase their stake in the company.   LCP, which was founded in 1947 and is headquartered in London and Winchester, is the leading independent provider of pension and investment consulting services in the UK. The company also provides services in fast-growing areas including technology analytics; insurance regulation and risk advisory; health analytics; and
Creator Fund, a university-focused venture capital fund making strides to unearth startup innovation within European universities, is now focussing on its next stage of support for student-led ventures following the close of a new GBP1.5million fund. Creator Fund has also secured further backing from Founders Factory and from Schmidt Futures, the philanthropic initiative co-founded by Eric and Wendy Schmidt. This new fund will allow Creator Fund to help more ground-breaking ventures and visionary PhD founders in areas of the UK where there is exceptional technology talent, but are outside the major networks of venture capital money.   Creator Fund, which launched
geoLOGIC systems (geoLOGIC) has acquired DubsurfaceIO (SSIO), a digital technology provider of oil & gas cloud-based mapping & analytics solutions that connect and integrate public & proprietary data, enabling data access and workflows for users across different disciplines, domains, and teams.Based in Houston, Texas, SSIO’s modern and intuitive platform eliminates the requirement for continual data handling, cleaning, and loading processes through its unique data-agnostic micro-services architecture.  When deployed and integrated with geoLOGIC’s trusted surface and subsurface data, users will be able to visualise, analyse and manipulate this wealth of information with the ease of use afforded by an advanced cloud-based
Rally Ventures, a specialist in business technology investing, has closed Rally IV, a USD250 million fund which will invest in Seed and Series A companies bringing innovative approaches to enterprise technology. Areas of focus will include cloud infrastructure, fintech, SaaS+ and security.   Rally Ventures had oversubscribed demand for this fourth fund, closing well above target, and bringing the firm’s total committed capital raised since inception to nearly USD600 million. The firm closed its last fund of USD150 million in 2018.   “We are committed to investing in the fastest-rising business technology entrepreneurs, and the close of Rally IV allows us
WilliamsMarston, a provider of complex accounting, tax and management consulting services advising public, private equity-backed, and pre-IPO companies, has acquired BA Major Associates, a provider of corporate tax advisory services focused on the biotechnology, pharmaceutical, medical device, healthcare, renewable energy and technology sectors.  The terms of the transaction have not been disclosed.    Founded in Boston in 2007, BA Major Associates specialises in the accounting and reporting for complex corporate income tax and tax compliance services for both public and private companies. The acquisition of BA Major follows Align Capital Partners’ growth capital investment in WilliamsMarston earlier this year. The Partners
The Mochi Ice Cream Co and its majority owner, Lakeview Capital, have closed a financing in partnership with Bregal Partners, a New-York based private equity firm focused on investing in middle market companies within consumer and food sectors and committed to promoting corporate social responsibility in all aspects of its business.Headquartered in Los Angeles, California, My/Mo Mochi Ice Cream is the creator of the modern frozen snack category and the leading national mochi ice cream brand currently available in over 30,000 retailers throughout the United States. The company has over a 100-year history and is widely credited with inventing mochi
Wellington Management (Wellington) has held the final close of its private equity strategy Wellington Hadley Harbor III with USD1.8 billion in commitments and up to USD400 million from co-investors to invest alongside the Fund.The Fund seeks capital appreciation by investing in private late-stage companies that need capital to sustain or accelerate growth prior to a potential IPO or sale.   Michael Carmen, CFA, senior managing director, Private Equity lead portfolio manager, and co-head of Private Investments at Wellington, said, “Wellington Hadley Harbor III is designed to take advantage of the greater value creation and capture opportunities available in today’s private
Monarch Alternative Capital LP, a distressed and opportunistic credit investment firm, has held the final close of Monarch Capital Partners V with approximately USD3 billion in capital commitments.Monarch Capital Partners V launched in early 2020, ahead of the Covid-19 pandemic, given the evolution of Monarch’s closed-end funds and the firm’s expectations of a growing pipeline. The fund began investing upon the first close in May 2020 and has been actively deploying capital.  Monarch’s seasoned team, which has been together through multiple distressed cycles, is well positioned to capitalise on the dynamic and unpredictable environment arising from Covid-19. MCP V will

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12 November, 2026 – 8:00 am

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